Administrative Assistant Wealth Management Jobs in Redwood City, CA | Glassdoor
  • All Jobs (212)

Administrative Assistant Wealth Management Jobs in Redwood City, CA

Filters
Filters
  • 3.6
    Morgan Stanley – Menlo Park, CA
    Est. Salary $43k-$63k
    Today 11hr
    Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones…
  • 3.4
    IBM – San Jose, CA
    Est. Salary $41k-$66k
    1 days ago 19hr
    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…
  • 3.4
    Bank of America – Oakland, CA
    Est. Salary $40k-$56k
    3 days ago 3d
    Business 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…
  • 3.3
    Oracle – San Mateo, CA
    Est. Salary $61k-$77k
    3 days ago 3d
    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…
  • 3.5
    TIAA – Palo Alto, CA
    1 days ago 21hr
    relationship management skills, solid financial service product knowledge and proven sales skills. As a Wealth Management Advisor… not-for-profit sector since 1918. As a result, we know our Wealth Management clients better than anyone else in the academic, medical…
  • 3.6
    Randstad – San Mateo, CA
    28 days ago 28d
    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…
  • 3.3
    Genomic Health, Inc. – Redwood City, CA
    Est. Salary $75k-$92k
    1 days ago 15hr
    The Sr. Administrative Assistant will be directly responsible for providing both comprehensive administrative and logistical… audiences. Responsibilities: - Provide comprehensive administrative and logistical support for breast and colon marketing group…
  • 4.0
    Adobe – San Francisco, CA
    Est. Salary $56k-$69k
    8 days ago 8d
    general administrative support as required. What you need to succeed: • 3 -5 years of experience in an administrative/customer… necessary. Purchase hardware, software, and business cards. Assist with office supply and maintenance as necessary. (i.e. ordering…
  • 3.8
    KPMG – Santa Clara, CA
    Est. Salary $53k-$66k
    3 days ago 3d
    join our team. KPMG is currently seeking a Senior Administrative Assistant, to join our Global Technology Sector Organization.… on accounts Qualifications: • Minimum three years of administrative or related experience; preferably within a professional…
  • 2.8
    Bank of the West – San Francisco, CA
    Est. Salary $38k-$49k
    16 days ago 16d
    Retail Banking, Commercial Banking, National Finance, and Wealth Management. Position Summary Responsible for primarily performing… Position Accountabilities Provides assistance in the day-to-day administration of the unit, and follows up on pending matters…
  • 3.6
    J.P. Morgan – Palo Alto, CA
    Est. Salary $36k-$56k
    2 days ago 2d
    , 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…
  • 3.2
    Randstad US – San Mateo, CA
    28 days ago 28d
    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…
  • 4.1
    ZELTIQ Aesthetics – Pleasanton, CA
    1 days ago 20hr
    skills. The Business Analyst will also be assisting in the development, administration, issuance and calculation of all compensation… requested. Other Duties and Responsibilities: • Assist with administration, issuance, communication and calculation of all compensation…
  • 3.6
    Charles Schwab – Cupertino, CA
    6 days ago 6d
    the Financial Consultant Assistant will support the growth and management of an affluent wealth management practice. This includes… Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs…
  • 4.1
    Horizontal Integration – San Francisco, CA
    6 days ago 6d
    level 2 end user support and performs daily administration for the Wealth Management Salesforce database. Articulate verbal communication… Experience - SalesForce.com administration experience is required (Sales Cloud and Wealth Management environment is preferred)…
  • 4.3
    Santa Clara University – Santa Clara, CA
    Est. Salary $45k-$60k
    2 days ago 2d
    supervisor, the Assistant Dean of Finance and Administration. Essential Duties and Responsibilities: 1. Provide administrative support… jeid-e988152a01fd794f8f2c3b3cbf9bd86bJobelephant.com. Category: Administrative, Keywords: Administrative Assistant
  • 3.6
    JPMorgan Chase & Co. – Oakland, CA
    6 days ago 6d
    , 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…
  • 3.7
    Deloitte – San Jose, CA
    Est. Salary $53k-$70k
    14 days ago 14d
    Technology, Facilities Management, and Financial Support Services. Job Title: Senior Administrative Assistant Channel/Function… Reports to: Administrative Assistant Manager Primary Client: Partners/Principals/Managing Directors (PPDs), Administrative Supervisors…
  • 3.2
    AppleOne – Mountain View, CA
    Est. Salary $38k-$48k
    10 days ago 10d
    Great opportunity for a solid senior administrative assistant ready to hit the ground running and wow the executives. In this… solid financial services organization, you will perform administrative and office support activities for multiple supervisors which…
  • 3.4
    Bank of America – Menlo Park, CA
    2 days ago 2d
    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…
  • 4.0
    California State University System – San Francisco, CA
    Est. Salary $52k-$93k
    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…
  • 3.6
    Robert Half Finance & Accounting – San Mateo, CA
    Est. Salary $49k-$77k
    9 days ago 9d
    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
    Randstad – San Francisco, CA
    2 days ago 2d
    experienced Administrative Assistant Primary Responsibilities, but are not limited to: - Provide high-level administrative support… Skills: Required Qualifications --3-5 years of progressive administrative experience; professional services experience a plus but…
  • 3.9
    Latham & Watkins – Menlo Park, CA
    Est. Salary $48k-$70k
    5 days ago 5d
    Assists attorneys and paralegals with preparation of deal closings and with options and stock administration. Assists with… sustainability enables Latham & Watkins to draw from a remarkable wealth of talent to create one of the world's leading law firms. For…
  • 3.6
    Merrill Lynch – Menlo Park, CA
    7 days ago 7d
    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…
  • 2.6
    MICROS Systems – San Mateo, CA
    Est. Salary $48k-$60k
    3 days ago 3d
    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…
  • 3.2
    Randstad US – San Francisco, CA
    3 days ago 3d
    experienced Administrative Assistant Primary Responsibilities, but are not limited to: - Provide high-level administrative support… Skills: Required Qualifications --3-5 years of progressive administrative experience; professional services experience a plus but…
  • 3.2
    KeyPoint Credit Union – Sunnyvale, CA
    Est. Salary $34k-$48k
    13 days ago 13d
    ,? Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions.?? The FSR II is to expected… primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution…
  • 3.6
    Morgan Stanley – Palo Alto, CA
    9 days ago 9d
    the training on Morgan Stanley Wealth Management compliance policies and procedures. Assists in the review and on boarding of… applicable Federal, State and Local laws, Morgan Stanley Wealth Management policies, and other regulations. The Complex Risk Officer…
  • 3.5
    SoFi – San Francisco, CA
    Est. Salary $48k-$62k
    17 days ago 17d
    into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has… resourceful Front Desk Administrative Assistant who will handle front office reception and administration duties. This will be a…
  • 2.8
    Bank of the West – Oakland, CA
    Est. Salary $45k-$57k
    1 days ago 1d
    Retail Banking, Commercial Banking, National Finance, and Wealth Management. Position Summary Responsible for primarily performing… Position Accountabilities Provides assistance in the day-to-day administration of the unit, and follows up on pending matters…
Page 1 of 7
Be the first to get new jobs like these: