Executive Assistant to Financial Advisors
Morgan Stanley
Morgan Stanley in Vancouver, WA, United States, is seeking a Team Administrator to provide executive assistant support for Financial Advisors and Private Wealth Advisors. The role covers phone coverage, calendar management and expense processing within a fast-paced team. The successful candidate will be highly organized with strong attention to detail and the ability to multi-task, adapt to shifting priorities, and collaborate across the firm. #J-18808-Ljbffr Morgan Stanley
$120k - $175k
...Position Title: Financial Advisor About Martel Wealth Advisors Martel Wealth Advisors, Inc. is an independent, boutique investment... ...planning Physicians, dentists, attorneys, engineers, and executives with complex compensation structures — partnership income, K...SuggestedWork at officeLocal area$45 - $66 per hour
Executive Assistant Description - Job Summary This role is responsible for providing advanced tactical and strategic administrative support to upper-level executives within the organization, managing key records, compiling data for reports, preparing expense reports,...SuggestedHourly payFull timeTemporary workWork experience placementWork at officeLocal areaRelocationFlexible hoursShift work- ...lighthouse icon pointing to Vancouver) The Washington State School for the Blind is seeking a highly skilled, detail-driven Executive Assistant to provide comprehensive support to the Superintendent and Board of Trustees (BOT). This position plays a central role in ensuring...SuggestedPermanent employmentFull timeWork at office
- The ideal candidate will provide top-level assistance for our CEO/Visionary. They should be well-organized and comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive...SuggestedWork at office
$6,618 - $8,652 per month
JOB SUMMARY The Executive Assistant (EA) provides highly complex, confidential, and professional administrative support to the General Manager in support of the District Mission, Vision, Values, and organizational goals and initiatives. Serves as a liaison among the General...SuggestedTemporary workH1bWork at officeLocal areaImmediate startWeekend workAfternoon shift$65k - $80k
...supervision of the Trust Company executive leadership team, this... ...vacation & sick time, educational assistance, and several holidays.... ...beneficiaries, attorneys, accountants, advisors, vendors, board members, and... ...executive support, banking, financial services, trust, wealth...Temporary workWork at office- ...another girl is safe, another family is free from violence, and another village is on its way to thriving. Job Overview: As the Executive Assistant to the Executive Director, you will play a vital role in supporting the organization's overall growth. This position requires...Full timeFlexible hoursAfternoon shift
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- Ourganda is seeking an Executive Assistant to the Executive Director in Vancouver, WA. This full-time role requires a detail-oriented individual who can efficiently manage administrative tasks, communicate effectively with stakeholders, and contribute to scaling the organization...Full time
$130k - $150k
...AZAD is seeking an Assistant Controller for a full-time, permanent employment position in... ...conjunction with the preparation of the monthly financial reporting package. Support financial... ...commissions and other related items. Execute and ensure proper recording of insurance...Permanent employmentFull timeMonday to Friday- MassMutual Vancouver Washington is seeking a motivated financial advisor to build lasting relationships with clients and help them achieve financial goals. The role emphasizes autonomy, growth, and serving the community within Washington. The firm offers mentorship, licensing...
- ...~ Hourly wage ~401K available ~ Positive, fun work environment Job Responsibilities: Key holders are in charge of: Assisting the 1st assistant and manager with all day-to-day operations of the store Making sure the floor is properly merchandised with freight...Hourly payFlexible hours
$80k - $135k
...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better... ...group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized...Work experience placementWork at officeWork from home- HP, Inc. in the United States seeks an Executive Assistant to provide advanced tactical and strategic administrative support to senior executives. You will manage calendars, coordinate complex meetings, handle gatekeeping, and oversee travel arrangements while maintaining...
- The Washington State School for the Blind seeks an Executive Assistant to provide comprehensive support to the Superintendent and Board of Trustees. This role ensures smooth executive operations, effective communication with students, staff, state agencies, families, and...
$45.81k - $60.7k
...Parish, Vancouver, WA 98661 Position Type: Full Time Salary Range: $45,811.00 - $60,699.00 Salary/year POSITION PURPOSE The Executive Assistant provides high-level, confidential administrative, clerical, and project management support to the Pastor and senior leadership...Permanent employmentFull timeLive inWork at officeAfternoon shift- Washington State School for the Blind is seeking an Executive Assistant to support the Superintendent and Board of Trustees. This role focuses on governance, compliance, and executive operations, ensuring accurate records and proactive communication across the agency. The...
$30.73 per hour
Join Vancouver Clinic as a Senior Executive Assistant supporting Finance & Contracting! This key administrative role, will provide high-level... ...Finance Support Departments including Contracting, Patient Financial Services, and Supply Chain, helping ensure the efficient operation...Contract workLive inWork at officeLocal areaMonday to FridayFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...business and client base Develop and execute on a business strategy Call on... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours- Miller's Sons Contracting, LLC is seeking an Executive Assistant to support our CEO/Visionary. The ideal candidate should be well-organized and comfortable with scheduling meetings and responding to emails. In this role, you will help draft documents and prepare for meetings...
$60k - $75k
...Operations Manager with a strong background in real estate support. Based in Vancouver, we are seeking a full-time, in-person Executive Assistant / Operations Manager to help lead and elevate the day-to-day operations of a high-performing real estate team. This is a key...Full timeCasual workMonday to FridayAfternoon shift- CoCalibrate Real Estate Solutions is seeking an experienced Operations Manager / Executive Assistant to lead daily real estate team operations in Vancouver. The role combines administration, transaction support, marketing, client care, and operational optimization in a...
- Assistant Controller# Assistant ControllerCorporate - Vancouver, WA 98660## OverviewSalary Range$117,955.00 - $188,240.00 SalaryPosition... ...systems for job functions.* Manages monthly and quarterly financial close process. Reviews various monthly accounting reconciliations...Work experience placement
$96k - $120k
...proficiency in analyzing accounting data, identifying and communicating financial risk, and working cross functionally with accounting and... ...with finance and business partners to mitigate risks. Assist in escalation of AR related risk Periodic review of inventory...Full timeWork experience placementFlexible hoursShift work$85.1k - $161.7k
...Accounting Consulting practice to provide technical accounting and financial or business advisory guidance to clients Demonstrate basic... ...capabilities by leveraging extensive firm resources Assist in the preparation of technical memos and other client deliverables...Full timeWork experience placementInternshipLocal area- Bank of America is seeking a client-facing advisor in Washington to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners, and meet clients to review goals and investment opportunities. The role requires licenses...
- The Vancouver Clinic, Inc. P.S. is seeking a Senior Executive Assistant to support Finance & Contracting, including Contracting, Patient Financial Services, and Supply Chain. You will manage complex calendars, prepare reports and presentations, and assist with basic budgeting...Contract work
- A Catholic parish organization in Vancouver, WA is seeking an Executive Assistant to provide high-level administrative support to the Pastor and senior leadership. This full-time role involves managing calendars, coordinating meetings, and maintaining confidentiality. The...Full timeWork at officeFlexible hoursWeekend workAfternoon shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...For contractorsWork at office
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