Job Type
Date Posted
Salary Range
Distance

Administrative Assistant Wealth Management Jobs in Cupertino, CA

49 Jobs

  • 3.5
    US Bank – Campbell, CA
    16 days ago 16d
    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…
  • 5.0
    MassMutual Pacific – San Jose, CA
    EASY APPLY
    $39k-$58k(Glassdoor est.)
    HOT
    area. Other administrativeassistant duties as prescribed. MassMutual advisors provide a broad range of wealth planning and… Personal Assistant for Financial Advisor We are looking for an AdministrativeAssistant to support a Financial Advisor. We are…
  • 2.8
    Bank of the West – San Jose, CA
    NEW
    Finance, and WealthManagement. Job Description Summary Works closely with Senior Global Investment Management personnel providing… planning activities Heavy assistance in investment trading functions. Provide administrative support to regional office…
  • 3.5
    IBM – San Jose, CA
    4 days ago 4d
    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…
  • 3.4
    CUSO Financial Services – San Jose, CA
    $29k-$47k(Glassdoor est.)
    NEW
    Estate Planning, 401k, Life and Casualty, Asset Management, WealthManagement, Series 7 This position is currently accepting… A minimum 2 years of experience in a support, sales, or administrative capacity in a financial service or sales environment. Customer…
  • 3.6
    First Republic Bank – Palo Alto, CA
    $47k-$69k(Glassdoor est.)
    HOT
    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…
  • 3.8
    KPMG US – Santa Clara, CA
    $52k-$77k(Glassdoor est.)
    NEW
    seeking a Senior AdministrativeAssistant, to join our _____ Organization. Responsibilities: Provide administrative support to… Business Title: Senior AdministrativeAssistant Requisition Number: 69400 Function: Tax Services Area of Interest…
  • 3.4
    Robert Half Finance & Accounting – Cupertino, CA
    $34k-$47k(Glassdoor est.)
    NEW
    Maintaining files Greeting clients in the office General office management
  • 3.4
    Robert Half Finance & Accounting – Cupertino, CA
    $34k-$47k(Glassdoor est.)
    NEW
    roberthalffs.com Our client a white glove, full service WealthManagement firm is seeking an exceptional Client Service Associate…
  • 3.4
    Robert Half Finance & Accounting – Cupertino, CA
    $34k-$47k(Glassdoor est.)
    7 days ago 7d
    .Friedrich@roberthalf.com Our client is a well-known WealthManagement firm with offices across the Bay Area. Due to growth,… completion Track transfers to keep clients and advisors notified Assist clients with requests, including account contributions and withdrawals…
  • 2.0
    MTM, Inc. – San Jose, CA
    $47k-$69k(Glassdoor est.)
    7 days ago 7d
    a Part Time AdministrativeAssistant! (CA) MTM, Inc. is a healthcare services and transportation management company whose… hard work is rewarded. The part time AdministrativeAssistant provides administrative support to the ADA Assessment staff. Duties…
  • 4.0
    California State University – San Jose, CA
    $72k-$117k(Glassdoor est.)
    8 days ago 8d
    multinational, multicultural, diverse group providing a wealth of global experiences and expertise in various fields. The College… San Ramon. CBE offers 6 degree programs (BS in Business Administration, MBA, BA and MA in Economics, MS in Accountancy, and MS…
  • 3.3
    Medical Transportation Management – San Jose, CA
    $41k-$61k(Glassdoor est.)
    9 days ago 9d
    seeking a Part Time AdministrativeAssistant! (CA) MTM, Inc. is a healthcare services and transportation management company whose… hard work is rewarded. The part time AdministrativeAssistant provides administrative support to the ADA Assessment staff. Duties…
  • 3.4
    Robert Half Finance & Accounting – Cupertino, CA
    $34k-$47k(Glassdoor est.)
    8 days ago 8d
    market and political risk. Utilize your project management experience to assist in the manage of the client process flow This… specifically, Utilize your strong communication skills to assist clientele with setting up of new accounts; including, coordinating…
  • 3.0
    Aspiriant – San Jose, CA
    $39k-$57k(Glassdoor est.)
    22 days ago 22d
    looking for - The AdministrativeAssistant/Receptionist is responsible for all office activities, office management functions and… retreats We are – ASPIRIANT THE leading independent wealthmanagement firm. We recognize, respect and value the contributions…
  • 3.6
    First Republic Bank – Palo Alto, CA
    $48k-$69k(Glassdoor est.)
    NEW
    Team Our team consists of two individuals, including one Wealth Manager and one supporting team member, and is looking to expand… Strategically identify potential client opportunities from the Wealth Manager’s extensive networks, generating new leads and uncovering…
  • 3.5
    Edelman Financial – Santa Clara, CA
    EASY APPLY
    $55k-$78k(Glassdoor est.)
    5 days ago 5d
    the nation by Barrons and recently ranked as one of the Top Wealth Advisors in the country by Forbes in addition to being a #1… Maintaining files Greeting clients in the office General office management Qualifications Requirements: 2-5 years of…
  • 3.6
    First Republic Bank – Palo Alto, CA
    $51k-$74k(Glassdoor est.)
    NEW
    responsibilities include, but are not limited to: Support Wealth Managers by providing service and support functions such as… supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing…
  • 3.6
    UBS – San Jose, CA
    $43k-$64k(Glassdoor est.)
    5 days ago 5d
    with a detailed calendar of activities – assist Branch Manager with administration and events… can provide operational and administrative support to Financial Advisors. You’ll: – keep management systems up-to-date with client…
  • 3.6
    Fisher Investments – San Jose, CA
    $47k-$65k(Glassdoor est.)
    12 days ago 12d
  • 3.4
    Robert Half Finance & Accounting – Santa Clara, CA
    $49k-$75k(Glassdoor est.)
    4 days ago 4d
    including greeting clients in the office and general office management. For immediate consideration, please reply to Jeff.abrams…
  • 3.4
    Robert Half Finance & Accounting – Santa Clara, CA
    $34k-$47k(Glassdoor est.)
    4 days ago 4d
    Maintaining files Greeting clients in the office General office management
  • 4.0
    Lam Research – Fremont, CA
    $54k-$79k(Glassdoor est.)
    HOT
    Senior AdministrativeAssistant, Human Resources Business Partners: Must be able to interact well cross‐functionally within… Responsibilities Completes a broad variety of executive-level administrative activities for the Human Resource Business Partner community…
  • 3.4
    Splunk – San Jose, CA
    $62k-$91k(Glassdoor est.)
    NEW
    of a Bachelors or Associate's Degree in Business Administration, Management, or related field SOFTWARE EXPERIENCE: Outstanding… years work experience in the capacity of a Senior AdministrativeAssistant supporting and/or reporting to VP or C-level executives…
  • 3.6
    Ameriprise – Campbell, CA
    $40k-$57k(Glassdoor est.)
    11 days ago 11d
    transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed… reimbursement. -Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine…
  • 3.2
    OfficeTeam – San Jose, CA
    $42k-$61k(Glassdoor est.)
    NEW
    and coordinating any events when required Assisting with additional administrative tasks when necessary… grow your career? OfficeTeam is seeking a Jr. Executive Assistant to join a dynamic team of individuals for one of our High-…
  • 3.2
    FLAGSTAR BANK – Cupertino, CA
    $38k-$54k(Glassdoor est.)
    30+ days ago 30d+
    Advisors is a full-service WealthManagement firm dedicated to helping our clients grow and protect their wealth using our unique financial… financial planning and investment management strategies. We specialize in helping our clients make important financial decisions…
  • 4.5
    Memorial Hospital Los Banos – San Jose, CA
    $44k-$64k(Glassdoor est.)
    22 days ago 22d
    The Executive Assistant provides support to the Chief Executive Officer, Administrator, Chief Nursing Executive and Vice President… Prior experience in administrative support strongly Required Demonstrated proficiency in advanced administrative skills (e.g., minutes…
  • 3.4
    Robert Half Finance & Accounting – Santa Clara, CA
    $34k-$47k(Glassdoor est.)
    14 days ago 14d
    including greeting clients in the office and general office management.…
  • 3.4
    Robert Half Finance & Accounting – Santa Clara, CA
    $34k-$47k(Glassdoor est.)
    14 days ago 14d
    including greeting clients in the office and general office management.…
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