Job Type
Date Posted
Salary Range
Distance

Administrative Assistant Wealth Management Jobs in Beverly Hills, CA

64 Jobs

  • 3.5
    HSBC Holdings – Beverly Hills, CA
    6 days ago 6d
    Work with Head of Wealth Sales to provide front line perspective and input to Country Customer Value Management (CVM), HSBC Insurance… uncovering client needs, identifying relevant wealth solution and technical analysis, and assisting Advisors in presenting and explaining…
  • McGladrey LLP – Los Angeles, CA
    20 days ago 20d
    AdministrativeAssistant - WealthManagement Apply Now >> Position Description –AdministrativeAssistant… maintaining records required for compliance. Will assist the WealthManagement team in achieving its goals and objectives. Consistently…
  • 4.2
    City National Bank – Beverly Hills, CA
    11 days ago 11d
    for new clients; reviews with Wealth Advisor. Provides general administrative support to the Wealth Advisory team. Composes and… The Associate is responsible for providing support to the Wealth Advisory Team (WAT). Responsible for account maintenance and…
  • 3.5
    Chase – Beverly Hills, CA
    24 days ago 24d
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase WealthManagement. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management Supporting…
  • 3.0
    Comerica – Los Angeles, CA
    4 days ago 4d
    Wealth Advisor Assistant This position will support two Wealth Advisors and will perform various routine and non-routine administrative… communication. Perform other administrative duties as assigned. Relocation Relocation assistance is not offered. Travel…
  • 3.7
    J.P. Morgan – Beverly Hills, CA
    23 days ago 23d
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase WealthManagement. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management Supporting…
  • 3.7
    JPMorgan Chase & Co. – Beverly Hills, CA
    21 days ago 21d
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase WealthManagement. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management Supporting…
  • 3.7
    Morgan Stanley – Los Angeles, CA
    15 days ago 15d
    POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES…
  • 3.6
    UBS – Beverly Hills, CA
    $38k-$61k(Glassdoor est.)
    23 days ago 23d
    can provide operational and administrative support to financial advisors. You’ll: – keep management systems up-to-date with client…
  • RxVantage Inc. – Los Angeles, CA
    $40k-$61k(Glassdoor est.)
    17 days ago 17d
    the RxVantage technology platform. Responsibilities: Assist customers with product specific technical support and navigating… thorough understanding of support systems and processes. Assist the sales team in Onboarding new offices Provide input to…
  • 4.9
    Abacus Wealth Partners – Santa Monica, CA
    $20k-$35k(Glassdoor est.)
    7 days ago 7d
    program. This position is ideal for someone who has done administrative work for an advisor and has increased their capabilities… and theory. You are obsessive about organization and task management. You probably alphabetize your spice rack You sincerely…
  • 4.8
    Brighter – Santa Monica, CA
    EASY APPLY
    $39k-$61k(Glassdoor est.)
    HOT
    Strong organization, time management, and administration skills Customer Relationship Management (CRM) software experience (… Operations Manager for day-to-day work management, with executive oversight and escalation management by the VP of Client Services Operations…
  • 3.5
    Moss Adams LLP – Los Angeles, CA
    $43k-$63k(Glassdoor est.)
    7 days ago 7d
    skilled AdministrativeAssistant to join our office. The AdministrativeAssistant performs a variety of administrative tasks and… Additionally, AdministrativeAssistants provide support to other client service staff and members of the AdministrativeAssistant team.…
  • 4.5
    Caltech (California) – Pasadena, CA
    $47k-$70k(Glassdoor est.)
    5 days ago 5d
    expert administrativeassistance to Engineering and Applied Science faculty – Applies advanced knowledge of administrative functions… Senior AdministrativeAssistant Job Category Fulltime Regular ExemptOvertimeEligible Overtime…
  • 3.2
    Mattel – El Segundo, CA
    $39k-$57k(Glassdoor est.)
    HOT
    Thomas & Friends®, among many others. Mattel also creates a wealth of lines and products made in collaboration with leading entertainment… Posting Title Administrative Asst Requisition Number 172298 Location Mattel-El Segundo Zip Code 90245 Job Category…
  • 3.5
    IBM – Los Angeles, CA
    17 days ago 17d
    mentoring and a flexible work environment -- you will find a wealth of opportunities within IBM to create the career you’ve always… Business Services is currently seeking an SAP HANA Basis Administrator experienced in establishing and carrying out implementations…
  • 2.6
    Emigrant Bank – Los Angeles, CA
    16 days ago 16d
    Partners is a national financial services firm that provides wealthmanagement services to individuals and families, investment advisory… planning. Position: Client Service/Administrative Associate The Client Service/Administrative Associate will support the Retirement…
  • 3.5
    Sincerus Solutions – South Pasadena, CA
    $20k-$35k(Glassdoor est.)
    20 days ago 20d
    based on specific client needs. Mentorship and resources to assist in professional and personal growth. Strong organization… penetrate accounts and obtain business. Skilled in account management. Ability to persevere and have the fortitude to succeed…
  • 3.7
    J.P. Morgan – Los Angeles, CA
    23 days ago 23d
    specialists focused on fundamental wealthmanagement disciplines, including investment management, wealth structuring, philanthropy, credit… leader in asset and wealthmanagement with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.…
  • 3.2
    Mattel – El Segundo, CA
    $48k-$79k(Glassdoor est.)
    23 days ago 23d
    Thomas & Friends®, among many others. Mattel also creates a wealth of lines and products made in collaboration with leading entertainment… Posting Title Contract Administrator Requisition Number 172414 Location Mattel-El Segundo Zip Code 90245 Job Category…
  • 3.7
    J.P. Morgan – Los Angeles, CA
    23 days ago 23d
    specialists focused on fundamental wealthmanagement disciplines, including investment management, wealth structuring, philanthropy, credit… leader in asset and wealthmanagement with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.…
  • 3.2
    OfficeTeam – Los Angeles, CA
    $26k-$38k(Glassdoor est.)
    NEW
    A well-known wealthmanagement company in Century City is looking for an Office Service Specialist on a temporary to full time… the Office Manager and will be responsible for providing administrative support to the Office Manager. Duties will include preparing…
  • 3.5
    IBM – Los Angeles, CA
    $60k-$92k(Glassdoor est.)
    20 days ago 20d
    mentoring and a flexible work environment -- you will find a wealth of opportunities within IBM to create the career you’ve always… problems, conducting the analysis to solve the problems, administration of engagement activities (e.g., creation of charts/graphs…
  • 3.7
    J.P. Morgan – Los Angeles, CA
    24 days ago 24d
    The Private Bank addresses every facet of wealthmanagement from investment management and brokerage to tax and estate planning,… JPMorgan Private Bank is a global wealthmanagement leader that delivers the highest quality advice, service, capabilities…
  • 4.1
    Regency Centers Corporation – Los Angeles, CA
    $34k-$50k(Glassdoor est.)
    13 days ago 13d
    Associate’s degree or higher in Business Administration, Office Management, Legal Assisting, or other related field Prior experience… Senior AdministrativeAssistant for our Los Angeles, California regional office to provide a variety of administrative and staff…
  • 3.7
    Northern Trust – Pasadena, CA
    20 days ago 20d
    This partner assistsWealthManagement Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client… relationship management including client on-line tools. Assists Trust Advisors, Estate Settlement Administrators, Guardianship…
  • CIRE Equity – Beverly Hills, CA
    25 days ago 25d
    Job Description Job Title: AdministrativeAssistant Date: September 2017 CIRE Equity is an entrepreneurial company focused… excellence to join our growing team. POSITION AdministrativeAssistant LOCATION CIRE Equity – Beverly Hills, CA FULL-TIME…
  • 3.4
    Wealth Management & Investment Company – Beverly Hills, CA
    $41k-$62k(Glassdoor est.)
    21 days ago 21d
    Description We are the recruiting agency under contract with a wealthmanagement & investment firm to help find them the best talent.… kind of professional experience at a high level of administrativeassistance. This EA will handle a very busy executive...must…
  • 2.8
    East West Bank – Pasadena, CA
    9 days ago 9d
    into growth and prosperity. We are currently seeking a WealthManagement Associate responsible for supporting Private Bankers (… Qualifications/Experience: Bachelor's Degree in Business Administration or equivalent combination of training and experience required…
  • 3.4
    AppleOne – Woodland Hills, CA
    $35k-$53k(Glassdoor est.)
    NEW
Page 1 of 3