Administrative Assistant Wealth Management Jobs in San Jose, CA | Glassdoor
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Administrative Assistant Wealth Management Jobs in San Jose, CA

25 Jobs

  • 3.4
    Hitachi Vantara – Santa Clara, CA
    $51k-$74k(Glassdoor est.)
    NEW
    ! Job Overview: Provides administrativeassistance and support to Senior Offerings Management Executives and their staff. Performs… produces correspondence and otherwise relieves staff of administrative and business detail. May coordinate special projects and…
  • 3.4
    Edelman Financial Services – Santa Clara, CA
    $54k-$76k(Glassdoor est.)
    HOT
    Maintaining files Greeting clients in the office General office management Requirements: 2-5 years of operational experience…
  • 3.7
    First Republic Bank – Palo Alto, CA
    $46k-$67k(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…
  • 4.1
    California State University – San Jose, CA
    $72k-$117k(Glassdoor est.)
    6 days ago 6d
    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…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    15 days ago 15d
    position oversees the administrative team supporting five investment representatives in the areas of administration, business processing… direct the actions of the administrative team members and provide backup support when administrative team members are out of the…
  • 3.5
    Fisher Investments – San Jose, CA
    $47k-$64k(Glassdoor est.)
    15 days ago 15d
  • 3.5
    Chase – Fremont, 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…
  • 3.3
    SVB Financial Group – Menlo Park, CA
    NEW
    Demonstrates the ability to present wealthmanagement service and administrative paperwork and process as a one stop registered… portfolios. Assists in developing the team's client relationships with the oversight of the Private Banking, Wealth Advisory, and…
  • 3.5
    IBM – San Jose, CA
    14 days ago 14d
    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
    Ameriprise – San Jose, CA
    $41k-$60k(Glassdoor est.)
    6 days ago 6d
    trades for clients & other practice management tasks as needed. Provide general administrative/reception/operations support as needed… . Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine…
  • 3.6
    UBS – San Jose, CA
    $42k-$62k(Glassdoor est.)
    NEW
    can provide operational and administrative support to Financial Advisors. You’ll: – keep management systems up-to-date with client…
  • 3.5
    IBM – San Jose, CA
    $62k-$95k(Glassdoor est.)
    17 days ago 17d
    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…
  • 3.8
    Deloitte – San Jose, CA
    $99k-$150k(Glassdoor est.)
    28 days ago 28d
    and work papers for Investment Management clients. Assisting with engagement workflow management and supervising staff on assigned… private equity funds, mutual funds, hedge funds and private wealth funds Solid understanding of sourcing rules for non-unitary…
  • 4.5
    Santa Clara University – Santa Clara, CA
    $44k-$64k(Glassdoor est.)
    8 days ago 8d
    the Senior AdministrativeAssistant provides a full-range of administrative support and assistance to the Assistant Vice President… Development Coordinator, the Senior AdministrativeAssistant is responsible for day-to-day administrative needs, along with the needs…
  • 4.5
    Memorial Hospital Los Banos – San Jose, CA
    $43k-$63k(Glassdoor est.)
    20 days ago 20d
    The Executive Assistant provides support to the Chief Executive Officer, Administrator, Chief Nursing Executive and Vice President… Prior experience in administrative support strongly Required Demonstrated proficiency in advanced administrative skills (e.g., minutes…
  • 3.1
    Arthur J. Gallagher & Co. – San Jose, CA
    $43k-$68k(Glassdoor est.)
    17 days ago 17d
    in the United States. We also offer claims and information management, risk control consulting, and appraisal services to clients… clients around the world. Arthur J. Gallagher Risk Management Services, Inc. is the U.S. retail property/casualty brokerage division…
  • 3.4
    Kelly Services – Mountain View, CA
    7 days ago 7d
    Description Looking for a Senior level AdministrativeAssistant or Executive Assistant to work in the Bio-Pharmaceutical industry… multi-task, be detail oriented and have at least 3 years of administrative experience Why Kelly®? At Kelly Services®, we work…
  • 3.3
    AppleOne – Mountain View, CA
    $38k-$56k(Glassdoor est.)
    13 days ago 13d
    Great opportunity for a solid senior administrativeassistant ready to hit the ground running and wow the executives. Company… solid financial services organization, you will perform administrative and office support activities for multiple supervisors which…
  • 3.6
    Robert Half Finance & Accounting – Menlo Park, CA
    $34k-$51k(Glassdoor est.)
    5 days ago 5d
    Our client, a boutique wealthmanagement practice is looking for a client service associate who has aspirations to pursue a CFP… market and political risk. Utilize your project management experience to assist in the manage of the client process flow This…
  • 3.5
    Ameriprise – Redwood City, CA
    $42k-$60k(Glassdoor est.)
    6 days ago 6d
    transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed… reimbursement. -Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine…
  • 3.4
    Oracle – Redwood City, CA
    $59k-$86k(Glassdoor est.)
    7 days ago 7d
    than 20> of time providing administrative support to relieve managers and staff of administrative and clerical details. Spends more… supervision. The assistant will also be required to assist in various Marketing projects as needed. The assistant needs to be proficient…
  • 3.6
    Robert Half Finance & Accounting – Menlo Park, CA
    $34k-$51k(Glassdoor est.)
    15 days ago 15d
    Our client, a full service wealthmanagement firm catering to ultra high net-worth clientele with 20 years of experience servicing… market and political risk. Utilize your project management experience to assist in the manage of the client process flow This…
  • 3.7
    Morgan Stanley – Scotts Valley, CA
    $37k-$55k(Glassdoor est.)
    13 days ago 13d
    Financial Advisors. Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling telephones…
  • 3.8
    Workday – Pleasanton, CA
    $54k-$78k(Glassdoor est.)
    20 days ago 20d
    Job Description Workday is looking for a Senior AdministrativeAssistant to support our dynamic Global Support team. In this… manage ambiguity and multiple priorities. Senior AdministrativeAssistant Responsibilities will include, but not be limited…
  • 3.8
    Deloitte – San Jose, CA
    $99k-$150k(Glassdoor est.)
    NEW
    and work papers for Investment Management clients. Assisting with engagement workflow management and supervising staff on assigned… private equity funds, mutual funds, hedge funds and private wealth funds Solid understanding of sourcing rules for non-unitary…
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