Job Type
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Administrative Assistant Wealth Management Jobs in Brisbane, CA

94 Jobs

  • 3.6
    First Republic Bank – Palo Alto, CA
    $47k-$69k(Glassdoor est.)
    NEW
    extraordinary service. The Assistant to the Wealth Manager in First Republic Investment Management is responsible for optimizing… optimizing efficiency through effective administrative support including, but not limited to, interacting with clients, prospects and…
  • 3.7
    Morgan Stanley – San Francisco, CA
    $66k-$98k(Glassdoor est.)
    NEW
    segments—Institutional Securities, WealthManagement, and Asset Management. WealthManagement provides comprehensive financial advice… looking for an Executive Assistant to help support the team that is shaping the future of the WealthManagement digital strategy. We…
  • 3.7
    J.P. Morgan – San Francisco, CA
    15 days ago 15d
    seeking an Executive AdministrativeAssistant to strategically support the business with a variety of administrative tasks and key projects… binding for client meetings Work cooperatively with administrativeassistants team, in positive partnership to back up each other…
  • 3.3
    Keybank National Association – San Francisco, CA
    8 days ago 8d
    planning, tax reduction, asset protection, wealth transfer and investment management. Specifically, the Director will provide insights… seminars Required Qualifications: Ten plus years wealthmanagement or advisory experience for ultra-high net worth individuals…
  • 3.7
    J.P. Morgan – San Francisco, CA
    NEW
    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.…
  • 5.0
    Solana Recruitment – San Mateo, CA
    NEW
    OPPORTUNITY The AdministrativeAssistant role will provide general office support and primary assistance to the management team. This… and directing individuals to the right party. The administrativeassistant will ensure the office is running efficiently and be…
  • 3.6
    Fisher Investments – San Francisco, CA
    $49k-$68k(Glassdoor est.)
    HOT
  • 2.8
    Bank of the West – Palo Alto, CA
    NEW
    . Responsible for providing limited administrative and advisory support for BWIS/PCS Wealth Financial Advisors. Works directly… WealthManagement is Growing! What sets Bank of the West apart from other banks is our team members–they embody the optimistic…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    $58k-$87k(Glassdoor est.)
    1 days ago 1d
    Prominent wealth advisory firm with over 50 years of investment management experience is seeking an Operations Associate to joining… wide array of operations functions including: Assist the Administrative/Associate Complex Manager (ADCM/ASCM) with the interviewing…
  • 3.6
    SoFi – San Francisco, CA
    10 days ago 10d
    into other types of loans, and then into insurance and wealthmanagement with similarly inventive products. As the company has… resourceful Front Desk AdministrativeAssistant who will handle front office reception and administration duties. This will be a…
  • 3.7
    Northern Trust – San Francisco, CA
    $55k-$78k(Glassdoor est.)
    28 days ago 28d
    time) the WealthManagement Senior Client Service Representative is responsible for supporting relationship management teams through… and in strict adherence with Northern Trust and WealthManagement Risk Management and Compliance guidelines and procedures, promptly…
  • 3.4
    Moss Adams – San Francisco, CA
    $49k-$69k(Glassdoor est.)
    NEW
    and wealthmanagement services to help them embrace emerging opportunity. We are searching for a skilled Administrative Assistant… Tracks and assists with monthly client billing Assists with administrative portions of client-facing projects over complete…
  • 3.5
    Bank of America – San Francisco, CA
    6 days ago 6d
    private wealth advisors. CAs typically provide personal operational, administrative and sales support to private wealth advisors… Investment Group is a leading provider of comprehensive wealthmanagement and investment products and services for ultra-high net…
  • 3.4
    BNP Paribas – Palo Alto, CA
    28 days ago 28d
    . Responsible for providing limited administrative and advisory support for BWIS/PCS Wealth Financial Advisors. Works directly… WealthManagement is Growing! What sets Bank of the West apart from other banks is our team members–they embody the optimistic…
  • 3.8
    RBC – San Francisco, CA
    $51k-$73k(Glassdoor est.)
    NEW
    companies, and provide personal and commercial banking, wealthmanagement, insurance, investor services and capital markets products… 5-10+ years relevant work experience (preferably AdministrativeAssistant experience) Ability to prioritize and manage multiple…
  • 3.5
    Citibank – San Francisco, CA
    $50k-$90k(Glassdoor est.)
    1 days ago 13hr
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… clientele. Primary duties include providing expansive administrative coverage to four senior Equity (Research) Analysts at the…
  • 3.6
    Veracyte – South San Francisco, CA
    $34k-$53k(Glassdoor est.)
    HOT
    you are known for your accountability, follow-up and time management skills. You have excellent customer service skills, a kind… product to those who cannot afford it through a financial assistance program. Veracyte seeks the best employees and works to create…
  • 2.6
    Advantage xPO – San Francisco, CA
    $38k-$55k(Glassdoor est.)
    10 days ago 10d
    energetic and friendly AdministrativeAssistant to support a busy and highly successful Private WealthManagement office within one… building services, and greeting visitors Assisting the Private WealthManagement Team in servicing clients, with a focus on…
  • 3.6
    CitiGroup – San Francisco, CA
    $62k-$107k(Glassdoor est.)
    1 days ago 12hr
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… clientele. Primary duties include providing expansive administrative coverage to four senior Equity (Research) Analysts at the…
  • 3.7
    Morgan Stanley – San Mateo, CA
    $45k-$66k(Glassdoor est.)
    1 days ago 19hr
    Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones…
  • 3.7
    Capital Group – San Francisco, CA
    $55k-$77k(Glassdoor est.)
    15 days ago 15d
    portfolio management experience from around the globe.  The Private Client Services (PCS) AdministrativeAssistant is a key… their families. We have since expanded into a full-service wealthmanagement and trust company, overseeing some $22 billion in assets…
  • 3.5
    US Bank – Mill Valley, CA
    21 days ago 21d
    portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist clients and… The WealthManagement Advisor(WMA) is the investment planning and investment and insurance products lead on the Private Client…
  • 3.3
    Aerotek – San Mateo, CA
    $41k-$58k(Glassdoor est.)
    NEW
    This person will be joining an investment and wealthmanagement company and will be responsible for supporting a team of 3 Sr.… Responsibilities: Provide administrative support for a team of 3 Sr. level directors Heavy calendar management within Outlook Travel…
  • 3.5
    Citibank – San Francisco, CA
    $50k-$70k(Glassdoor est.)
    16 days ago 16d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… our clients: citi.com/history. Successful Senior AdministrativeAssistant should demonstrate the following behaviors Develops…
  • 3.6
    Citi – San Francisco, CA
    $59k-$83k(Glassdoor est.)
    16 days ago 16d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… our clients: citi.com/history. Successful Senior AdministrativeAssistant should demonstrate the following behaviors Develops…
  • 2.9
    CitiMortgage – San Francisco, CA
    $57k-$102k(Glassdoor est.)
    1 days ago 12hr
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… clientele. Primary duties include providing expansive administrative coverage to four senior Equity (Research) Analysts at the…
  • 3.6
    SoFi – San Francisco, CA
    15 days ago 15d
    finance company taking a radical approach to lending, wealthmanagement and insurance. From unprecedented products and tools to… About The Role SoFi’s Engineering team is seeking a Kafka Administrator to play a critical role in maintaining Kafka infrastructure…
  • 3.6
    Citi – San Francisco, CA
    6 days ago 6d
    seeking candidates for a Senior Administrative Principal (SAP). This position will assist Senior Management to manage Key Processes and… banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending…
  • 3.7
    J.P. Morgan – Walnut Creek, CA
    NEW
    , 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…
  • 3.6
    First Republic Bank – San Francisco, CA
    $50k-$72k(Glassdoor est.)
    22 days ago 22d
    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…
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