Job Type
Date Posted
Salary Range
Distance

Administrative Assistant Wealth Management Jobs in Redwood City, CA

114 Jobs

  • 3.7
    Fisher Investments – San Mateo, CA
    $49k-$68k(Glassdoor est.)
    25 days ago 25d
  • 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…
  • 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…
  • 3.5
    Wells Fargo – San Francisco, CA
    $43k-$64k(Glassdoor est.)
    NEW
    business and at every level of our organization. Wealth and Investment Management (WIM) is one of the companys four main divisions… institutional retirement. Performs moderately complex to complex administrative tasks for a manager, department, and/or business unit. Duties…
  • 3.3
    Aerotek – San Mateo, CA
    $41k-$58k(Glassdoor est.)
    NEW
    This person will be joining an investment and wealthmanagement company and will be responsible for supporting a team of 3 Sr.… Responsibilities: Provide administrative support for a team of 3 Sr. level directors Heavy calendar management within Outlook Travel…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    $58k-$87k(Glassdoor est.)
    NEW
    Prominent wealthmanagement firm with over 50 years of investment management experience is seeking an Operations Associate to… wide array of operations functions including: Assist the Administrative/Associate Complex Manager (ADCM/ASCM) with the interviewing…
  • 5.0
    Solana Recruitment – San Mateo, CA
    5 days ago 5d
    OPPORTUNITY The AdministrativeAssistant role will provide general office support and primary assistance to the management team. This… and directing individuals to the right party. The administrativeassistant will ensure the office is running efficiently and be…
  • 3.4
    Oracle – Redwood City, CA
    $59k-$86k(Glassdoor est.)
    NEW
    than 20> of time providing administrative support to relieve managers and staff of administrative and clerical details. Spends more… Provides administrative/clerical support to a function, group or customer base. Supports an SVP or below. Spends less than…
  • 3.3
    Key Bank – San Francisco, CA
    NEW
    of the Family Wealth Consulting Team, this position is responsible for the acquisition of new Investment Management relationships… seminars Required Qualifications: Ten plus years wealthmanagement or advisory experience for ultra-high net worth individuals…
  • 3.7
    J.P. Morgan – San Francisco, CA
    18 days ago 18d
    seeking an Executive AdministrativeAssistant to strategically support the business with a variety of administrative tasks and key projects… binding for client meetings Work cooperatively with administrativeassistants team, in positive partnership to back up each other…
  • 3.7
    PCAOB – San Mateo, CA
    $60k-$87k(Glassdoor est.)
    HOT
    Number 17-0118 Post Date 11/30/2017 Title Senior AdministrativeAssistant Division Division of Registration and Inspections… full-time, regular non-exempt position for a Senior AdministrativeAssistant in the Division of Registration and Inspections at…
  • 3.7
    Morgan Stanley – San Francisco, CA
    $66k-$98k(Glassdoor est.)
    5 days ago 5d
    segments—Institutional Securities, WealthManagement, and Asset Management. WealthManagement provides comprehensive financial advice… looking for an Executive Assistant to help support the team that is shaping the future of the WealthManagement digital strategy. We…
  • 3.7
    Northern Trust – San Francisco, CA
    $55k-$78k(Glassdoor est.)
    NEW
    time) the WealthManagement Senior Client Service Representative is responsible for supporting relationship management teams through… and in strict adherence with Northern Trust and WealthManagement Risk Management and Compliance guidelines and procedures, promptly…
  • 3.5
    Wells Fargo – San Francisco, CA
    $121k-$186k(Glassdoor est.)
    NEW
    for EMT and WIM (Wealth Investment Management)/Wells Fargo Lead development of Operations and Product Management metrics and measurement… and reporting Manage Legal Entity Administration/LER Lead R&R efforts for WFAM Assist in testing activities and business…
  • 3.7
    JPMorgan Chase&Co. – Dublin, CA
    NEW
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase WealthManagement. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management Supporting…
  • 3.7
    J.P. Morgan – San Francisco, CA
    7 days ago 7d
    specialists focused on fundamental wealthmanagement disciplines, including investment management, wealth structuring, philanthropy, credit… leader in asset and wealthmanagement with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion.…
  • 3.6
    Chase – Dublin, CA
    6 days ago 6d
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase WealthManagement. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management Supporting…
  • 3.7
    Morgan Stanley – Menlo Park, CA
    $45k-$66k(Glassdoor est.)
    Today 9hr
    Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones…
  • 3.7
    Morgan Stanley – Palo Alto, CA
    $42k-$62k(Glassdoor est.)
    5 days ago 5d
    Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial… clients. DUTIES and RESPONSIBILITIES: Perform administrative duties that support Financial Advisors in daily business…
  • 3.6
    First Republic Bank – Palo Alto, CA
    $48k-$70k(Glassdoor est.)
    11 days ago 11d
    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…
  • 3.3
    Belcan – San Jose, CA
    Today 6hr
    A Sr. AdministrativeAssistant job in San Jose, CA is currently available through Belcan. In this role, you will be responsible… performed in this facility US citizenship is require.Sr. AdministrativeAssistant Job duties: • Plans, coordinates, books and tracks…
  • 3.6
    Veracyte – South San Francisco, CA
    $34k-$53k(Glassdoor est.)
    19 days ago 19d
    you are known for your accountability, follow-up and time management skills. You have excellent customer service skills, a kind… product to those who cannot afford it through a financial assistance program. Veracyte seeks the best employees and works to create…
  • 3.5
    US Bank – Campbell, CA
    24 days ago 24d
    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…
  • 3.6
    First Republic Bank – Palo Alto, CA
    $36k-$55k(Glassdoor est.)
    6 days ago 6d
    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…
  • 3.6
    SoFi – San Francisco, CA
    13 days ago 13d
    into other types of loans, and then into insurance and wealthmanagement with similarly inventive products. As the company has… resourceful Front Desk AdministrativeAssistant who will handle front office reception and administration duties. This will be a…
  • 3.5
    Bank of America – Palo Alto, CA
    24 days ago 24d
    private wealth advisors. CAs typically provide personal operational, administrative and sales support to private wealth advisors… Investment Group is a leading provider of comprehensive wealthmanagement and investment products and services for ultra-high net…
  • 3.6
    UBS – Menlo Park, CA
    $46k-$67k(Glassdoor est.)
    7 days ago 7d
    can provide operational and administrative support to Financial Advisors. You’ll: –keep management systems up-to-date with client…
  • 3.4
    Robert Half Finance & Accounting – San Francisco, CA
    $58k-$87k(Glassdoor est.)
    5 days ago 5d
    Prominent wealth advisory firm with over 50 years of investment management experience is seeking an Operations Associate to joining… wide array of operations functions including: Assist the Administrative/Associate Complex Manager (ADCM/ASCM) with the interviewing…
  • 2.9
    CitiMortgage – San Francisco, CA
    $45k-$62k(Glassdoor est.)
    13 days ago 13d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… clients: citi.com/history. Successful Senior AdministrativeAssistant should demonstrate the following behaviors…
  • 3.4
    Robert Half Finance & Accounting – San Mateo, CA
    $33k-$48k(Glassdoor est.)
    NEW
    advisors to learn and participate in all aspects of the wealth-management process. Help gather client data and personal and financial… -only, and cutting edge management boutique providing both financial planning and investment management services to individuals…
Page 1 of 4
Unlock Your Free Employer Account