Administrative Assistant Wealth Management Jobs in Portland, OR | Glassdoor
Job Type
Date Posted
Salary Range
Distance

Administrative Assistant Wealth Management Jobs in Portland, OR

27 Jobs

  • Financial Advocates – Portland, OR
    EASY APPLY
    23 days ago 23d
    Resource Group LLC, a growing wealthmanagement firm, is seeking a Wealth Plan Specialist to assist us in our mission of helping… business administration, accounting, finance, or similar field of study Experience in financial planning, wealthmanagement, or public…
  • 3.5
    US Bank – Portland, OR
    30+ days ago 30d+
    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
    Lincoln Financial – Portland, OR
    $64k-$102k(Glassdoor est.)
    NEW
    more complex situations. Provides assistance to other core positions (including local management) as needed to support the office… than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings…
  • Harlow Wealth Management – Vancouver, WA
    NEW
    below is not with Washington Interviews but with Harlow WealthManagement Washington Interviews is a private organization that… your dream career. Job Description Executive AdministrativeAssistant Are you dependable, highly detail-orientated, have…
  • 2.9
    Bank of the West – Portland, OR
    $36k-$52k(Glassdoor est.)
    19 days ago 19d
    Retail Banking, Commercial Banking, National Finance, and WealthManagement. Position Summary Responsible for primarily performing… performing advanced, complex, diverse, and confidential administrative support duties and secondarily performing secretarial support…
  • 3.7
    RBC – Vancouver, WA
    $37k-$65k(Glassdoor est.)
    NEW
    companies, and provide personal and commercial banking, wealthmanagement, insurance, investor services and capital markets products… Portfolio Management function with emphasis on client servicing and business development. This is a key role in Administrative Support…
  • 4.0
    Nike – Beaverton, OR
    $41k-$61k(Glassdoor est.)
    NEW
    DescriptionAs our Senior AdministrativeAssistant you'll perform a wide range of administrative duties, including preparing correspondence… School diploma or GED 3 years' experience as an administrativeassistant or other support role in a professional business environment…
  • 3.3
    Marcus & Millichap – Portland, OR
    16 days ago 16d
    Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing… Salesforce.com system. Participate in change management/release process. Assist in developing documentation on processes and…
  • 3.6
    Fisher Investments – Camas, WA
    $42k-$56k(Glassdoor est.)
    NEW
    Overview Investing can be one of the most important and nerve-racking things in people’s lives– having capable, talented…
  • 3.4
    Cascade Management – Portland, OR
    $38k-$56k(Glassdoor est.)
    HOT
    fundamental to our values. SUMMARY The Senior AdministrativeAssistant must have excellent customer service and must be outcome-oriented… attention to detail is essential. In addition, the Senior AdministrativeAssistant must exhibit top-notch soft skills, including excellent…
  • 4.3
    E. J. De La Rosa – Portland, OR
    $26k-$38k(Glassdoor est.)
    12 days ago 12d
    client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing… files for the branch office. Performs operational or administrative functions for client related requests (i.e., check requests…
  • 3.6
    Fisher Investments – Camas, WA
    $35k-$49k(Glassdoor est.)
    NEW
    Overview 401(k) Solutions Client Service Associate, Bilingual in Spanish and English Required The retirement plan…
  • 3.7
    Stifel Nicolaus – Portland, OR
    $29k-$40k(Glassdoor est.)
    12 days ago 12d
    ll work closely with clients, providing a wide range of administrative duties: opening and maintenance of client accounts and records… files for the branch office. Performs operational or administrative functions for client related requests (i.e., check requests…
  • 3.5
    Chase – Portland, OR
    $39k-$58k(Glassdoor est.)
    13 days ago 13d
    statistical reports. Two years of college or one year of administrative experience required Skills include accurate typing and… As a senior adminstrative assistant, your duties and tasks mostly reflect variety and complexity, requiring judgment and experience…
  • 3.5
    Cushman & Wakefield Inc – Portland, OR
    $40k-$59k(Glassdoor est.)
    14 days ago 14d
    Senior AdministrativeAssistant Job Description Summary Responsible to provide senior administrative support to… activities Provide backup coverage for Front Desk Administrator, when necessary Assist with development and implementation of policies…
  • Agriculture Capital – Portland, OR
    NEW
    as an AdministrativeAssistant or Office Manager Knowledge of Microsoft Office and Outlook Excellent time management skills… which we work. SENIOR ADMINISTRATIVEASSISTANT We are looking to hire a Senior AdministrativeAssistant to work closely with…
  • 2.9
    Epiq Systems, Inc. – Portland, OR
    $51k-$75k(Glassdoor est.)
    9 days ago 9d
    A minimum of five (5) years experience as the primary administrative professional supporting an executive level role Excellent… covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because…
  • 3.5
    UBS – Portland, OR
    $37k-$54k(Glassdoor est.)
    19 days ago 19d
    can provide operational and administrative support to financial advisors. You’ll: – keep management systems up-to-date with client…
  • 3.2
    OfficeTeam – Portland, OR
    $34k-$49k(Glassdoor est.)
    18 days ago 18d
    searching for a Brokerage Assistant for a large Commercial Real Estate firm. The candidate will assist a team, handle scheduling… research, and update a CRM. This is a wonderful opportunity to assist an established team and to grow within one of the hottest industries…
  • 3.2
    M&T Bank – Lake Oswego, OR
    10 days ago 10d
    clients originated by M & T Bank. The Administrator will also assist West Regional Management, Relationship Managers, and Credit… disbursement process (management) experience is required and a background in construction loan administration and loan workouts is…
  • 3.2
    M&T Bank – Lake Oswego, OR
    11 days ago 11d
    clients originated by M & T Bank. The Administrator will also assist West Regional Management, Relationship Managers, and Credit… disbursement process (management) experience is required and a background in construction loan administration and loan workouts is…
  • 3.4
    Kelly Services – Beaverton, OR
    NEW
    schedule. As the Senior AdministrativeAssistant, you'll perform a wide range of administrative duties supporting multiple… Kelly Services is seeking an experienced AdministrativeAssistant for our global retail client in Beaverton, OR. This is a full…
  • 4.0
    Nike – Beaverton, OR
    $41k-$61k(Glassdoor est.)
    HOT
    Senior AdministrativeAssistant - Workplace Design & ConnectivityDescription As our Senior AdministrativeAssistant you'll perform… School diploma or GED 3 years' experience as an administrativeassistant or other support role in a professional business environment…
  • 3.6
    TD Bank Financial Group – Vancouver, WA
    $26k-$37k(Glassdoor est.)
    24 days ago 24d
    Business Line TD Wealth Job Category - Primary WealthManagement Job Category(s) WealthManagement Job Description… . Here's our story: jobs.td.com Department Overview TD Wealth Private Investment Advice is a full service brokerage ideal…
  • 4.0
    Nike – Beaverton, OR
    $41k-$61k(Glassdoor est.)
    9 days ago 9d
    DescriptionAs our Senior AdministrativeAssistant you'll perform a wide range of administrative duties, including preparing correspondence… School diploma or GED 3 years' experience as an administrativeassistant or other support role in a professional business environment…
  • Capitol Family Office – Beaverton, OR
    23 days ago 23d
    Capitol Family Office, a boutique wealthmanagement firm, is seeking a full time Client Service Associate to support the operations…
  • 4.0
    Nike – Beaverton, OR
    $41k-$61k(Glassdoor est.)
    7 days ago 7d
    organization, time management and more help fuel the success of their teams. Nike's diverse group of administrativeassistants and receptionists… Description As our Senior AdministrativeAssistant you'll perform a wide range of administrative duties, including preparing…
Page 1 of 1
Unlock Your Free Employer Account