Administrative Assistant Wealth Management Jobs in Foster City, CA | Glassdoor
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Administrative Assistant Wealth Management Jobs in Foster City, CA

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  • 3.8
    Robert Half Finance & Accounting U.S – San Mateo, CA
    5 days ago 5d
    years. The role entails providing administrative and client servicing support to Wealth Management Sales Team with five members and… $800 million in assets under management.. Additional duties including opening client accounts and assist clients with required documentation…
  • 3.6
    JPMorgan Chase & Co. – San Francisco, CA
    5 days ago 5d
    /. Asset & Wealth Management Business Overview: J.P. Morgan is a global leader in asset and wealth management services. The… its Asset Management and Wealth Management businesses. With client assets of $2.5 trillion and assets under management of $1.8 trillion…
  • 3.7
    Raymond James Financial – San Francisco, CA
    3 days ago 3d
    full-time Wealth Management Administrative Coordinator to support our Financial Advisors and their sales by assisting with money… Wealth Management Administrative Coordinator Department: Raymond James & Associates Location: San Rafael, CA…
  • 3.6
    Randstad – San Mateo, CA
    3 days ago 3d
    Administrative Assistant The San Mateo location of a very reputable wealth management is looking for a well-polished and hardworking… hardworking administrative assistant to join their well establish team.. This role will have a high emphasis on event coordination…
  • 3.5
    Barclays – San Mateo, CA
    Est. Salary $51k-$70k
    25 days ago 25d
    banking, credit cards, corporate and investment banking and wealth management with an extensive presence in Europe, the Americas, Africa… compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards…
  • 3.8
    Robert Half Finance & Accounting U.S – San Mateo, CA
    9 days ago 9d
    details and immediate consideration. Our client is a leading wealth management, trust, and private banking firm serving high net worth… Companies by Forbes. As a Trust Assistant, you will assist Trust Officers in the daily administration of Trust Accounts. Other daily…
  • 3.3
    Randstad US – San Mateo, CA
    3 days ago 3d
    Administrative Assistant The San Mateo location of a very reputable wealth management is looking for a well-polished and hardworking… Sometimes weekly) - Collaborate with the, event management staff, and senior administrative staff on multiple projects from start to…
  • 3.0
    OfficeTeam – San Francisco, CA
    Est. Salary $32k-$46k
    11 days ago 11d
    OfficeTeam Financial Services is searching for an Administrative Assistant to start ASAP. The ideal candidate will have working… offer job opportunities ranging from executive and administrative assistants to customer service representatives, receptionists…
  • 3.5
    First Republic Bank – Menlo Park, CA
    Est. Salary $45k-$63k
    17 days ago 17d
    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…
  • 3.8
    Robert Half Finance & Accounting U.S – San Mateo, CA
    9 days ago 9d
    details and immediate consideration. Our client is a leading wealth management, trust, and private banking firm serving high net worth… Forbes. As a Trust Associate, you will assist Trust Officers in the daily administration of Trust Accounts. Other daily responsibilities…
  • 3.6
    JPMorgan Chase & Co. – Danville, CA
    17 days ago 17d
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase Wealth Management. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management * Supporting…
  • 3.3
    Oracle – San Mateo, CA
    Est. Salary $59k-$80k
    6 days ago 6d
    law. Senior Administrative Assistant Preferred Qualifications As a Senior Administrative Assistant you will handles… 20> of time providing administrative support to relieve managers and staff of administrative and clerical details. Spends more…
  • 2.7
    Academy of Art University – San Francisco, CA
    Est. Salary $36k-$46k
    4 days ago 4d
    Oversees and manages the student account (PeopleSoft - Student Administration billing module which generates tuition and fees) Processes… The Student Accounts Receivable Coordinator will provide assistance in billing and communications regarding student accounts and…
  • 3.2
    Marsh McLennan Companies – San Francisco, CA
    Est. Salary $47k-$65k
    4 days ago 4d
    Job Description The Senior Administrative Assistant / Secretary will support an individual or group by providing an in-depth… document production. To fulfill the role, the Senior Administrative Assistant will: Manage consultant(s) calendar; schedule meetings…
  • 3.9
    Latham & Watkins LLP – Menlo Park, CA
    Est. Salary $49k-$71k
    7 days ago 7d
    accommodations: * Assists attorneys and paralegals with preparation of deal closings and with options and stock administration. * Assists… sustainability enables Latham & Watkins to draw from a remarkable wealth of talent to create one of the world's leading law firms.…
  • 3.7
    RBC – San Francisco, CA
    Est. Salary $51k-$71k
    9 days ago 9d
    companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products… ? The Research Administrative Assistant will provide advanced, diversified and confidential administrative support for the U.S…
  • 3.8
    Robert Half Finance & Accounting U.S – San Mateo, CA
    Est. Salary $47k-$75k
    12 days ago 12d
    years. The role entails providing administrative and client servicing support to Wealth Management Sales Team with five members and… $800 million in assets under management.. Additional duties including opening client accounts and assist clients with required documentation…
  • 3.4
    IBM – San Francisco, CA
    Est. Salary $43k-$71k
    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… problems, conducting the analysis to solve the problems, administration of engagement activities (e.g., creation of charts/graphs…
  • 3.6
    Morgan Stanley – Menlo Park, CA
    Est. Salary $43k-$64k
    4 days ago 4d
    Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones…
  • 3.8
    Robert Half Finance & Accounting U.S – San Francisco, CA
    13 days ago 13d
    independent thinking. The Role: Provide administrative and client servicing support to Wealth Management Sales Team with five members and… and approximately $800 million in assets under management. Candidates should possess an interest in the financial markets and be…
  • 2.5
    TSA (Transportation Security Administration) – Oakland, CA
    Est. Salary $34k-$48k
    4 days ago 4d
    Oakland, CA."> Administrative Assistant Transportation Security Administration Agency contact information… As an Administrative Assistant for the Office of Security Operations (OSO), Transportation Security Administration (TSA), Department…
  • 2.8
    Bank of the West – San Ramon, CA
    Est. Salary $71k-$99k
    21 days ago 21d
    Banking, and Wealth Management. Position Summary Develop and support automation of regression test suites for Wealth Management… Cash Management functions, ACH, Wires, Information Reporting, Payments. Online Web testing experience. Administrative / Technical…
  • 3.6
    Morgan Stanley – Menlo Park, CA
    Est. Salary $36k-$52k
    7 days ago 7d
    Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones…
  • 3.4
    Wells Fargo – San Francisco, CA
    Est. Salary $127k-$194k
    3 days ago 3d
    new and innovative solutions to life. Wealth and Investment Management Wealth and Investment Management1 (WIM) is one of… including: Wealth Management; Abbot Downing, Retirement, Wells Fargo Investment Institute; Wells Fargo Asset Management and Wells…
  • 3.4
    Bank of America – Menlo Park, CA
    4 days ago 4d
    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…
  • 3.8
    Robert Half Finance & Accounting U.S – San Mateo, CA
    7 days ago 7d
    leading wealth management, trust, and private banking company with a national presence. In this role you will be assisting Trust… Trust Officers in the daily administration of Trust Accounts, ranging from preparing bill paying to be processed by Operations, reviewing…
  • 3.6
    Merrill Lynch – San Mateo, CA
    10 days ago 10d
    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
    IBM – San Francisco, CA
    11 days ago 11d
    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…
  • 3.0
    First Republic – Menlo Park, CA
    Est. Salary $39k-$54k
    17 days ago 17d
    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…
  • 3.4
    Lincoln Financial – San Ramon, CA
    Est. Salary $40k-$58k
    10 days ago 10d
    billion in assets under management as of March 31, 2015.     The Role The Administrative Assistant will perform and deliver… than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings…
  • 3.8
    Robert Half Finance & Accounting – San Mateo, CA
    6 days ago 6d
    in addition to assisting with projects on other teams as needed. The company provides customized wealth management solutions, and… duties of this role will include: - Ensuring daily trust administration duties are fulfilled - Preparing for client and marketing…
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