Wealth Management Executive Assistant — Data-Driven Support
U.S. Bank
U.S. Bank is seeking an experienced administrative professional to provide broad support to an assigned group or manager. The role includes data collection and report preparation, travel coordination, and drafting correspondence. The position requires strong organizational and communication skills with advanced proficiency in Microsoft Office. A high school diploma or equivalent and several years of experience in administrative roles are expected. #J-18808-Ljbffr U.S. Bank
$24.18 - $32.21 per hour
...and enabling the communities we support to grow and succeed. We believe... ...for an assigned group or manager. Other duties may include: collects and interprets data to produce reports; conducts special... ...holiday opportunities Adoption assistance Sick and Safe Leave accruals...DataTemporary workWork at officeLocal area$55k - $65k
...organized and missionally aligned Campaign Manager / Executive Assistant to play a key role in advancing the... ...efforts. This position will support the successful execution of Anselm House... ...Monitoring campaign progress and compiling data to assess performance and support...DataFull timeTemporary workWork at officeMonday to Friday- Northwestern Mutual is seeking an Executive Assistant based in Minneapolis, MN. This position involves managing the advisor's calendar, client communications, and facilitating an exceptional client experience. The ideal candidate thrives in a fast-paced environment, maintains...Suggested
- U.S. Bank is seeking an experienced administrative professional to provide broad support for an assigned group or manager. You will collect and interpret data for reports, conduct special projects, coordinate meetings and travel, and prepare correspondence as needed. Strong...DataWork at office
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in a fast-paced, collaborative... ...mindset. You will also assist with transfers, trades, and... ...ensuring compliance and data integrity. This role emphasizes...Data
$102k - $190k
...StreetJob Family Group:Wealth Sales &... ...primary relationship manager for high-net-... ...to craft and execute creative... ...relationshipsLeads / assists with creation... ..., and analyses data and information... ...Procedures and Supporting documents), laws... ...UsAt BMO we are driven by a shared...DataFull timeContract workPart timeLocal areaShift work- ...Description The responsibilities of an Erpelding Wealth Management (EWM) Executive Assistant are to support our clients and Private Wealth Advisors. This role... ...providing & receiving feedback. Above average math and data entry skills. Flexible, friendly personality...DataWork at officeFlexible hours
- Join Vaughan Financial, a premier wealth management team dedicated to shifting the financial... ...currently seeking a highly motivated Executive Assistant and Client Experience Coordinator. This... ...and reporting Manage our client data system (CRM), including organization,...DataWork experience placementHome officeShift work
- ...Thrivent Charitable Executive Assistant The Thrivent Charitable... ...and administrative support to Thrivent Charitable... ...and presentations. Manage planning and prioritization... ..., expense reporting, data compilation and... ...Experience with mission-driven organizations. Consulting...DataLive outLocal areaWorldwide
$100k - $120k
...Gardner Builders Executive Assistant At Gardner, we believe commercial... .... We bring a hospitality-driven approach to every project... ...How You'll Contribute Support & Coordination Manage executive and... ...regular status updates. Data Gathering & Reporting...DataWeekly payH1bWork at officeLocal areaWork visaRelocation packageShift work$149.52k - $175.9k
...insights strategy for Wealth and Wholesale,... ...complex, multi-source data into decision... ...-enabled, insight-driven decisioning , while... ...WCIB Own and scale executive insight products (... ..., and portfolio management—linking insights directly... ...Adoption assistance Sick and Safe Leave...DataTemporary workWork at officeLocal areaRemote workFlexible hoursShift work3 days per week$60k - $65k
...growth and learning. Assistant Director of... ...the development and execution of high-impact fundraising... ...). This position supports strategic planning... ...-ups, etc), and manages volunteer... ...Performance Management & Data Analysis: Analyzes... ...-paced, mission-driven environment. We’re...DataWork at officeLocal areaRemote workHome office$40k - $45k
...NWSISD) is seeking a proactive, highly organized Office Manager/Executive Assistant to support the Executive Director and Joint Powers Board. Founded in... ...initiatives such as the Magnet School Lottery, program data reports, and monthly budget tracking. Qualifications Education...DataContract workWork at office$90k - $110k
...permanent placements of Executive Administrative Assistants, Personal Assistants... ...and interaction. Driven by a culture that... ...level administrative support with a strong emphasis... .... In addition to managing his complex calendar... ...filing systems; retrieve data and respond to...DataPermanent employmentTemporary workFor contractorsWork at officeLocal areaFlexible hoursAfternoon shift$55k - $65k
Anselm House in Minneapolis is seeking a highly organized Campaign Manager / Executive Assistant to support its capital campaign and provide high-level administrative assistance to the Director of Advancement. Responsibilities include coordinating campaign logistics, tracking...Full time$24.18 - $32.21 per hour
...financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of... ...staff support services for an assigned group or manager. Other duties may include: collects and interprets data to produce reports; conducts special projects; coordinates...DataWork at office- ...GENERAL PURPOSE The Assistant Front Office Manager supports the Front Office Manager in overseeing daily operations of the front desk, PBX, night audit... ...of phone. Excellent literacy necessary to analyze report data, prepare reports and initiate correspondence. Must have...DataLocal areaFlexible hoursShift workNight shift
$50k - $80k
...I with the Trade Support team, you will perform... ...processes are executed as designed. In... ...verifying, and recording data into technology... ...; seeking assistance from Manager as appropriate following... ...and deadline driven environment with... ...time Platform: WEALTH MANAGEMENT Job Type...DataFull timeFlexible hours- Mortenson is seeking an Executive Assistant to support senior leadership with high professionalism and confidentiality. You will manage calendars, arrange travel, prepare communications, and coordinate with a team of assistants on board and committee materials. Responsibilities...Work at office
- Mortenson Construction seeks an Executive Assistant to support senior leadership with a strong commitment to the company’s values and delivering... ..., associates, and team members. Responsibilities include managing calendars, coordinating travel, creating materials, drafting...
- ...Senior Living is a mission-driven facility and is looking to add an Executive Assistant to the team to assist the management team. The Executive... ...processing, spreadsheets, and data software. Performing... ...Provide general administrative support. Requirements:...Data
- ...customer experience insights strategy for Wealth and Wholesale. This role involves... ...analytics roadmaps and delivering impactful executive insights. The ideal candidate will have... ...leadership and a proven track record in data-driven decision-making. The position offers a hybrid...Data
- ...day in the life The Executive Assistant will provide high-level administrative support to a Chief Officer... ...effectively through proactive management of priorities,... ...an exciting, purpose-driven startup environment while... ...information about how your data is processed, please...DataWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours1 day per week
$38.51 - $51.97 per hour
SUMMARY Mortenson is seeking an Executive Assistant who will be responsible for providing support to senior leadership in a manner... ...team members. RESPONSIBILITIES Manage calendar and schedule meetings... ...annual destruction of confidential data. Effectively work and build...DataHourly payH1bWork at officeFlexible hours$65k - $80k
...Executive Assistant Bloomington, MN Are you an experienced Administrative... ...EA) provides administrative support to the North America Client... ...meetings. Maintains and manages calendars; including heavy coordination... ...and alignment with market data. The salary may also be...DataFull timeTemporary workPart timeWork at officeLocal areaFlexible hours- ...Plymouth, MN, Hybrid, seeks an experienced legal support professional to back the Disputes Team. You will organize files, manage discovery, draft essential documents, and... ...paralegal or legal support, strong communication, and data handling skills. Hybrid work in Minnesota,...Data
- Everest Financial Group is seeking a Financial Advisor to join our wealth management team. You will support a Senior Financial Advisor by servicing an expanding book of business, delivering holistic financial plans, and maintaining strong client relationships. The role...
$10 per hour
...Assistant Manager At BoxLunch, we're committed using our love of pop culture to do something... ...lead our civic minded, pop culture driven brand. You'll support the Store Manager in achieving store... ...Run sales reports and use data to help guide your strategy to hit sales...DataFull timeNight shift- ...catering service provider in Minneapolis is seeking a Human Resources Assistant to support HR operations. Responsibilities include coordinating executive schedules, managing communications, and ensuring data accuracy. Ideal candidates will have at least three years of...DataFull timeWork at office
$28 - $36 per hour
...seeking organized individuals for a remote Office Administration Support Assistant position. Ideal candidates will be dependable and able to... ...instructions. Responsibilities include routine administrative tasks, data entry, and verification of information accuracy. This role...DataRemote jobHourly payFull timePart timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Executive Assistant — Data-Driven Support. Be the first to apply!
- executive team assistant office manager Minneapolis, MN
- management aide Minneapolis, MN
- sales assistant manager Minneapolis, MN
- assistant general manager agm Minneapolis, MN
- assistant director parks and recreation Minneapolis, MN
- assistant city manager Minneapolis, MN
- assistant manager Minneapolis, MN
- assistant building manager Minneapolis, MN
- assistant nurse manager Minneapolis, MN
- assistant director student services Minneapolis, MN


