Administrative Assistant Wealth Management Jobs in Marietta, GA | Glassdoor

Administrative Assistant Wealth Management Jobs in Marietta, GA

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  • 2.9
    ExecuNet – Atlanta, GA
    14 days ago 14d
    to the President of First Command Bank. The Manager of Wealth Management & Trust Services is given a broad range of responsibility… party relationships; Coordinate tax reporting process for Wealth Management, including 1099 and 5498 production, as well as 1041 filings…
  • 3.0
    SunTrust Banks – Atlanta, GA
    Est. Salary $22k-$30k
    2 days ago 2d
    accounting, finance, business or trust/estate administration *Job:*Private Wealth Management *Primary Location:* GA-Atlanta Area… Private Wealth Management (Atlanta, GA)-W438536 *Description* Support up to 2 estate advisors with day-to-day management of portfolio…
  • 3.4
    Futurity First Insurance Group – Atlanta, GA
    7 days ago 7d
    access to prospecting and marketing programs, case design, administrative support, industry guidance from experienced Managing Director… path for advisors interested in pursuing a career in sales management. Advisor Responsibilities Provides clients…
  • 3.7
    Morgan Stanley – Atlanta, GA
    27 days ago 27d
    Morgan Stanley Private Wealth Management is an established global leader in wealth management solutions, founded by Morgan… -to-day support of a Private Wealth Advisor’s book of business and conducts various administrative tasks. While tasks may…
  • 3.7
    Mercer Advisors – Alpharetta, GA
    Est. Salary $29k-$41k
    11 days ago 11d
    Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated… their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life…
  • 3.4
    Bank of America – Atlanta, GA
    1 days ago 12hr
    financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of… .S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources…
  • 3.0
    SunTrust – Atlanta, GA
    Est. Salary $22k-$30k
    12 days ago 12d
    become expert on trust accounting system and other private wealth management software · Ability to track and adhere to strict tax… holdings; assisting with the distribution of tangible personal property; traveling as required to facilitate administration; proactively…
  • 3.6
    CIBC World Markets – Atlanta, GA
    20 days ago 20d
    experience in investment management, client management, compliance, audit or trust and account administration * An expanded knowledge… client service teams to assist them with efficient and effective investment implementation and management. * Review and ensure…
  • 2.5
    Intria – Atlanta, GA
    20 days ago 20d
    experience in investment management, client management, compliance, audit or trust and account administration * An expanded knowledge… client service teams to assist them with efficient and effective investment implementation and management. * Review and ensure…
  • 3.4
    Bank of America – Atlanta, GA
    Est. Salary $41k-$60k
    10 days ago 10d
    financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of… .S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources…
  • 3.5
    Canadian Imperial Bank of Commerce – Atlanta, GA
    16 days ago 16d
    experience in investment management, client management, compliance, audit or trust and account administration * An expanded knowledge… client service teams to assist them with efficient and effective investment implementation and management. * Review and ensure…
  • 4.1
    Pershing Yoakley – Atlanta, GA
    Est. Salary $32k-$43k
    10 days ago 10d
    companies, wealth management and retirement plan administration, and business transitions consulting. PYA assists clients in… Title Senior Administrative Assistant (Atlanta) City Atlanta State GA Description POSITION LOCATION: Atlanta…
  • RonaldBlue & Co – Atlanta, GA
    Est. Salary $28k-$53k
    17 days ago 17d
    independent fee-only wealth management firms in the United States with more than $6.5 billion of assets under management, a network of… the wealth spectrum in these key areas: Financial, retirement, estate, and trust planning Investment management and solutions…
  • 3.2
    Mercer LLC – Atlanta, GA
    1 days ago 13hr
    than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating more secure… accountants to a project to assure a coordinated approach to the administrative, operational, actuarial, and financial components of public-sponsored…
  • 2.6
    Elekta – Atlanta, GA
    Est. Salary $45k-$77k
    2 days ago 2d
    Knowedge and administration of Leaves of Absence wthin US and Canada. California ADA regulations is a plus; Assists in facilities… Performs other duties as assigned by Management. Bachelor's degree in Business Administration with a concentration in Human Resourses…
  • 3.6
    John Hancock – Atlanta, GA
    Est. Salary $35k-$56k
    2 days ago 2d
    clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents… agents and distribution partners. Assets under management and administration by Manulife and its subsidiaries were $1 trillion…
  • 3.4
    Bank of America – Atlanta, GA
    Est. Salary $44k-$76k
    11 days ago 11d
    financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of… .S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources…
  • 3.3
    Lincoln Financial – Atlanta, GA
    Today 1hr
    than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings… records Education & Experience 0 - 1+ Years of general administrative support, customer service, and/or data entry experience.…
  • 3.5
    Prudential – Atlanta, GA
    Est. Salary $65k-$116k
    Today 7hr
    essential. Duties & Responsibilities: Portfolio Management Assist in creating investment strategies and guidelines suitable… unanticipated events or market changes. Investment Management Assist Transactions in identifying and underwriting investment…
  • 3.4
    IBM – Atlanta, GA
    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…
  • 3.5
    Manulife – Atlanta, GA
    Est. Salary $34k-$55k
    6 days ago 6d
    clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents… agents and distribution partners. Assets under management and administration by Manulife and its subsidiaries were $1 trillion…
  • 2.1
    CSM Bakery Solutions – Tucker, GA
    Est. Salary $32k-$41k
    1 days ago 21hr
    Purpose: Provide clerical and administrative assistance to ensure that customers are billed in a timely and accurate manner… performance to achieve team and organizational goals Time Management: Prioritize tasks and time effectively and efficiently…
  • 3.4
    Bank of America – Atlanta, GA
    Est. Salary $41k-$60k
    18 days ago 18d
    Overview Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and… kind in the world. Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement…
  • 2.9
    Wolters Kluwer – Kennesaw, GA
    Est. Salary $169k-$244k
    2 days ago 2d
    trust departments, commercial tax preparers, law firms, wealth management organizations and national tax chains rely on our tax… Preferred Qualifications: ?Graduate degree in Business Administration, and/or CPA a significant plus\. ?Outstanding Excel and…
  • 4.1
    Pershing Yoakley – Atlanta, GA
    Est. Salary $31k-$49k
    12 days ago 12d
    companies, wealth management and retirement plan administration, and business transitions consulting. PYA assists clients in… work consistently with all levels of employees from administrative assistants to senior leadership. The candidate must demonstrate…
  • 3.6
    Merrill Lynch – Atlanta, GA
    3 days ago 3d
    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
    Lincoln Financial – Atlanta, GA
    Est. Salary $84k-$137k
    5 days ago 5d
    Manages the processing and administration of one or more teams relating to more complex eligibility management customer data requests… than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings…
  • 3.9
    Empire Worldwide – Atlanta, GA
    8 days ago 8d
    Atlanta, Manager, Management, Manage, Marketing Atlanta, Management, Administrative, Administrative Assistant, Human Resources,… & marketing administrator Atlanta, sales & marketing director Atlanta, sales & marketing manager, sales management, sales manager…
  • 3.4
    IBM – Atlanta, GA
    Est. Salary $50k-$81k
    7 days ago 7d
    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…
  • 3.7
    RBC – Atlanta, GA
    Est. Salary $34k-$53k
    2 days ago 2d
    companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products… PURPOSE The primary purpose of the role is to provide administrative and operational support to Southeast Equity Sales team to…
  • 3.4
    Fifth Third Bank – Atlanta, GA
    4 days ago 4d
    to grow # as a customer or as a team member. The Wealth and Asset Management division puts more than 100 years of experience to… among service models .Account Administration #Assist with the completion of annual administrative account reviews #Provide necessary…
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