Administrative Assistant Wealth Management Jobs in Cupertino, CA | Glassdoor

Administrative Assistant Wealth Management Jobs in Cupertino, CA

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  • 3.1
    LPL Financial – San Jose, CA
    Est. Salary $40k-$56k
    18 days ago 18d
    Auto req ID 5511BR Posting Title Client Service Associate (Wealth Mgmt) Location San Jose, CA Job Description One of our… through excellent customer service as well as provide daily administrative support to our Financial Advisors’ business practices (e.g…
  • 3.2
    KeyPoint Credit Union – Cupertino, CA
    Est. Salary $35k-$48k
    22 days ago 22d
    booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expected… primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution…
  • 3.6
    First Republic Bank – Menlo Park, CA
    Est. Salary $45k-$63k
    16 days ago 16d
    Business Banking group (Board dinners, cocktail parties, Wealth Management roundtables) Make all travel arrangements for Business… provide administrative support to the Managing Director and the New York Business Banking team. The role will also assist with monitoring…
  • 3.0
    BNY Mellon – Menlo Park, CA
    Est. Salary $30k-$52k
    10 days ago 10d
    Additionally, the Sales Associate will assist with administrative tasks that may include calendar management, account opening, expense control… support 2-3 Wealth Directors in the Silicon Valley market. The incumbent works closely with each Wealth Director to assist in their…
  • First Republic – Menlo Park, CA
    Est. Salary $39k-$54k
    16 days ago 16d
    Business Banking group (Board dinners, cocktail parties, Wealth Management roundtables) Make all travel arrangements for Business… provide administrative support to the Managing Director and the New York Business Banking team. The role will also assist with monitoring…
  • 5.0
    Advisor Employee Services – Campbell, CA
    23 days ago 23d
    Company. Description: Office Administrator Position Summary: A Wealth Management Planning firm in the Morgan Hill, CA… is seeking a full-time, Office Administrator. Candidate must exhibit exceptional time management skills, attention to detail, accept…
  • 3.7
    Deloitte – San Jose, CA
    Est. Salary $98k-$147k
    5 days ago 5d
    and work papers for Investment Management clients. Assisting with engagement workflow management and supervising staff on assigned… private equity funds, mutual funds, hedge funds and private wealth funds Solid understanding of sourcing rules for non-unitary…
  • 3.4
    IBM – San Jose, CA
    10 days ago 10d
    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…
  • 3.6
    Merrill Lynch – San Jose, CA
    9 days ago 9d
    and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete… Description: Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and…
  • 3.3
    AppleOne – Santa Clara, CA
    Est. Salary $36k-$50k
    16 days ago 16d
    Great opportunity for a solid senior administrative assistant ready to hit the ground running and wow the executives. In this… solid financial services organization, you will perform administrative and office support activities for multiple supervisors which…
  • 3.4
    IBM – San Jose, CA
    Est. Salary $43k-$69k
    3 days ago 3d
    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…
  • 3.8
    KPMG US – Santa Clara, CA
    Est. Salary $53k-$69k
    2 days ago 2d
    Senior Administrative Assistant, to join our Administrative Organization. Responsibilities: Provide virtual administrative support… controls Qualifications: Minimum five years of administrative or resource management experience, preferably within a professional…
  • 3.7
    Lighthouse Management Group – Santa Clara, CA
    2 days ago 2d
    * Install base management * Provide customer sales quotes and follow-up. * Coordinate all new instrument orders delivery and… Physics and Clinical training, as well as first case support. * Assist with international shipments. * General receptionist duties…
  • 3.6
    McAfee – Santa Clara, CA
    Est. Salary $52k-$70k
    2 days ago 2d
    organization. Key Responsibilities: Perform various administrative and project-related activities in support of the Consumer… OEM, Direct and Retail Business Unit is seeking an Executive Assistant to support their leadership team. The role is a great opportunity…
  • 3.6
    Intel Corporation – Santa Clara, CA
    Est. Salary $54k-$76k
    6 days ago 6d
    Senior Administrative Assistant Job Description Job DescriptionThis position performs various administrative and project-…
  • 2.5
    California People Search – Palo Alto, CA
    Est. Salary $46k-$70k
    10 days ago 10d
    representing the organization. This company is a Wealth Management Advisory Firm. Company is looking for candidates who are temp… Provide team support and help train other administrative team members Provide assistance to the clients when Client Service Director…
  • 3.5
    Fisher Investments – San Jose, CA
    Est. Salary $47k-$70k
    2 days ago 2d
    workforce. Fisher Investments is a rapidly growing private wealth management firm, operating with the mission of bettering the investment… marketing campaigns Support the marketing team with daily administrative tasks Minimum commit of at least 15 hours per week…
  • 3.6
    Merrill Lynch – San Jose, CA
    5 days ago 5d
    and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete… FOR INVITE! Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and…
  • 3.4
    Bank of America – San Jose, CA
    3 days ago 3d
    and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete… FOR INVITE! Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and…
  • 2.8
    Bank of the West – San Jose, CA
    6 days ago 6d
    Retail Banking, Commercial Banking, National Finance, and Wealth Management. Position Summary Responsible for branch sales… transactions may be equivalent to that of the Branch Managers. Administrative/Technical Skills/ Other Information Excellent customer…
  • 2.7
    Opes Advisors – Cupertino, CA
    Est. Salary $44k-$64k
    30+ days ago 30d+
    . Company Description Opes Advisors is an innovative wealth management and mortgage banking firm dedicated to helping clients… all aligned around helping clients grow and preserve their wealth. If you are passionate about helping clients achieve their financial…
  • 2.8
    Bank of the West – San Jose, CA
    2 days ago 2d
    Retail Banking, Commercial Banking, National Finance, and Wealth Management. Position Summary Responsible for branch sales… transactions may be equivalent to that of the Branch Managers. Administrative/Technical Skills/ Other Information Excellent customer…
  • 3.5
    Fisher Investments – San Jose, CA
    Est. Salary $48k-$66k
    2 days ago 2d
    Overview: Investing can be one of the most important and nerve-racking things in people’s lives– having capable,…
  • 3.5
    TIAA – Palo Alto, CA
    1 days ago 1d
    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…
  • 2.8
    Bank of the West – Los Altos, CA
    13 days ago 13d
    Retail Banking, Commercial Banking, National Finance, and Wealth Management. The regulations implementing the S.A.F.E. Act… professional experience: Ten years mortgage sales experience Administrative/Technical Skills/ Other Information Prior experience…
  • 3.1
    Arthur J. Gallagher & Co. – San Jose, CA
    Est. Salary $43k-$69k
    13 days ago 13d
    in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients… clients around the world. Arthur J. Gallagher Risk Management Services, Inc. is the U.S. retail property/casualty brokerage division…
  • 3.6
    Merrill Lynch – San Jose, CA
    9 days ago 9d
    and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete… Description: Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and…
  • 3.4
    Bank of America – San Jose, CA
    11 days ago 11d
    and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete… Description: Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and…
  • 3.6
    First Republic – Palo Alto, CA
    Est. Salary $49k-$70k
    4 days ago 4d
    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
    Colliers International – San Jose, CA
    Est. Salary $44k-$59k
    11 days ago 11d
    city! As a Senior Administrative Assistant (Word Processor), you will performs a variety of administrative duties, including typing… Senior Administrative Assistant (Word Processor) Country: United States Location: US - CA - San Jose - 450 W Santa…
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