Administrative Assistant Wealth Management Jobs in Beverly Hills, CA | Glassdoor

Administrative Assistant Wealth Management Jobs in Beverly Hills, CA

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  • 3.9
    Cedars-Sinai – Santa Monica, CA
    Est. Salary $57k-$86k
    13 days ago 13d
    The Sr. Administrative Assistant provides administrative support for the President/CEO by performing general administrative duties… Institute and its affiliated physician practice. The Sr. Administrative Assistant position requires strong organization skills, initiative…
  • 3.8
    Lenox Advisors – Los Angeles, CA
    Est. Salary $35k-$51k
    9 days ago 9d
    including but not limited to, presentations, illustrations, wealth accumulation calculations, marketing material, insurance applications… option changes and fund allocation changes Other general administrative duties such as fielding phone calls, reviewing incoming…
  • 3.6
    First Republic Bank – Los Angeles, CA
    Est. Salary $43k-$63k
    1 days ago 19hr
    wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals… mailings/invitations to company events. Provide general administrative support such as managing logistics and refreshments for…
  • 3.6
    J.P. Morgan – Los Angeles, CA
    Est. Salary $66k-$117k
    2 days ago 2d
    Securities offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors-among… Experience supporting Senior Management Minimum 5 years experience in an administrative management role Bachelor's Degree required…
  • 3.7
    INEOS – Carson, CA
    Est. Salary $56k-$84k
    17 days ago 17d
    Job Description The Administrative Assistant has accountability for providing primary administrative support to the following… Manage office moves and space management. • Learn SharePoint 2010 at a design and administrator level to develop and maintain…
  • 3.0
    Volunteers of America Los Angeles – Los Angeles, CA
    Est. Salary $35k-$52k
    7 days ago 7d
    post-secondary education. Responsibilities: The Senior Administrative Assistant duties are summarized as: Managing the daily… project staff on database features, functions, and usage Assists with tracking expenses and staff time cards in NOVA time…
  • 3.0
    OneWest Bank – Santa Monica, CA
    Est. Salary $41k-$62k
    2 days ago 2d
    fast paced environment and speak effectively with executive management and clients.… Other responsibilities include on boarding of new employees, assist with procurring all sign ons from IT, assiting new recruits…
  • 4.0
    DIrect Capital – Santa Monica, CA
    Est. Salary $35k-$53k
    2 days ago 2d
    fast paced environment and speak effectively with executive management and clients.… Other responsibilities include on boarding of new employees, assist with procurring all sign ons from IT, assiting new recruits…
  • 3.0
    CIT – Santa Monica, CA
    Est. Salary $41k-$62k
    2 days ago 2d
    fast paced environment and speak effectively with executive management and clients.… Other responsibilities include on boarding of new employees, assist with procurring all sign ons from IT, assiting new recruits…
  • 3.5
    Herbalife International – Torrance, CA
    Est. Salary $43k-$72k
    17 days ago 17d
    projects and light analytical support. The Senior Administrative Assistant will also provide support to other department employees… Spanish Experience: 4+ years' experience as an Administrative Assistant Education: High School Diploma or equivalent…
  • 3.4
    Target – Santa Fe Springs, Los Angeles, CA
    Est. Salary $42k-$70k
    8 days ago 8d
    timely manner; manage and validate the assigned position management numbers (PMS) to Store Team Leader and Executive Team Leader… Program, etc.) Deliver a brand experience for the guest by assisting with concerns that are escalated to district level in a manner…
  • 3.5
    Herbalife – Torrance, CA
    Est. Salary $43k-$72k
    21 days ago 21d
    projects and light analytical support. The Senior Administrative Assistant will also provide support to other department employees… Spanish Experience: 5 years’ experience as an Administrative Assistant Education: High School diploma PREFERRED…
  • 3.6
    Providence Health & Services – Santa Monica, CA
    Est. Salary $40k-$62k
    13 days ago 13d
    is calling a Senior Administrative Assistant ( Full Time / Day Shift ) to our Facey Quality/Risk Management location in Santa Monica… Provide a variety of skilled administrative assistant and receptionist duties. * Types and assists with composing correspondence…
  • 3.5
    TIAA – Los Angeles, CA
    Today 8hr
    relationship management skills, solid financial service product knowledge and proven sales skills. As a Wealth Management Advisor… not-for-profit sector since 1918. As a result, we know our Wealth Management clients better than anyone else in the academic, medical…
  • 3.8
    E&S Ring Management – Los Angeles, CA
    Est. Salary $31k-$45k
    Today 7hr
    Angeles E & S Ring is a leading residential property management company with apartment communities located throughout California… vacation, sick pay and personal days, holidays, education assistance program, apartment discounts and 401(k) with company match…
  • Hilltop Securities – Beverly Hills, CA
    Est. Salary $39k-$63k
    1 days ago 17hr
    correspondence. * Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements… IRA accounts, research recommendations, and trust and money management services. The Registered Client Service Associate will work…
  • Money Matters with Ken Moraif – Woodland Hills, CA
    Est. Salary $39k-$71k
    7 days ago 7d
    fast-paced environment. This is a client service position with management responsibility. It requires a dedicated person, willing to…
  • 3.6
    NFP – Los Angeles, CA
    EASY APPLY
    Est. Salary $38k-$58k
    12 days ago 12d
    including but not limited to, presentations, illustrations, wealth accumulation calculations, marketing material, insurance applications… option changes and fund allocation changes Other general administrative duties such as fielding phone calls, reviewing incoming…
  • 2.4
    Hilltop Holdings, Inc. – Beverly Hills, CA
    Est. Salary $42k-$65k
    2 days ago 2d
    correspondence. Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements… IRA accounts, research recommendations, and trust and money management services. The Registered Client Service Associate will work…
  • 2.4
    Marcum – Los Angeles, CA
    Est. Salary $37k-$54k
    5 days ago 5d
    be responsible for accurately performing accounting and administrative tasks related to the efficient maintenance and processing…
  • First Republic – Los Angeles, CA
    Est. Salary $37k-$54k
    1 days ago 1d
    wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals… mailings/invitations to company events. Provide general administrative support such as managing logistics and refreshments for…
  • 3.5
    UBS – Century City, CA
    Est. Salary $38k-$56k
    8 days ago 8d
    can provide operational and administrative support to Financial Advisors. You’ll: –keep management systems up-to-date with client…
  • 3.4
    Citibank – La Canada Flintridge, CA
    Est. Salary $44k-$68k
    7 days ago 7d
    Description Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based… will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent…
  • 3.8
    Raymond James Financial – Los Angeles, CA
    Est. Salary $58k-$90k
    6 days ago 6d
    revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service.… accounts. • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients…
  • 3.5
    Citi – La Canada Flintridge, CA
    Est. Salary $30k-$42k
    7 days ago 7d
    Description Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our branch-based… will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent…
  • 3.5
    UBS – Los Angeles, CA
    Est. Salary $37k-$59k
    8 days ago 8d
    can provide operational and administrative support to Financial Advisors. You’ll: –keep management systems up-to-date with client…
  • 3.8
    Raymond James – Rolling Hills Estates, CA
    Est. Salary $58k-$90k
    5 days ago 5d
    revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service.… of accounts. • Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients…
  • 3.7
    Morgan Stanley – Pasadena, CA
    Est. Salary $38k-$55k
    28 days ago 28d
    Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones…
  • 3.2
    SMBC Group – Los Angeles, CA
    Est. Salary $29k-$41k
    22 days ago 22d
    opportunities of Cash Management Service products for the Sales Team. Responsible for assisting customers with daily… Provides customer support and trouble shooting. Performs administrative tasks including, but no limited to, record keeping, preparing…
  • 3.5
    Universal Music Group – Woodland Hills, CA
    Est. Salary $34k-$50k
    28 days ago 28d
    We are UMG, the Universal Music Group. We are the world’s leading music company. In everything we do, we are committed to…
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