Financial Services Administrator — Adviser Support
Lime Search & Select Ltd
A Chartered Independent Financial Advisory firm is seeking an experienced Personal Financial Administrator to support their team of Financial Advisers. The ideal candidate will have a strong background in Financial Services Administration, great attention to detail, and effective communication skills. Responsibilities include processing new business, client servicing, and general administration tasks. This position is located in Chester, NY, with a closing date of August 30. #J-18808-Ljbffr Lime Search & Select Ltd
- ...client is a Chartered Independent Financial Advisory firm based in... ...experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Responsibilities New business... ...& life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals...Suggested
$58k - $115k
...New York is looking for a dedicated SBL Product Support Desk specialist. In this role, you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products and services. Your responsibilities will include preparing important...Suggested$116.2k - $229.1k
...regulatory change, finance and global business services leaders recognize the opportunity to... ...and development in a variety of ways. Support the design and delivery of finance... ...unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities...SuggestedVisa sponsorship$170k - $200k
...Structured Investments team. This role will support the Structured Investments team, within... ...investments market or broader financial markets industryExperience working with... ...to work independentlyDemonstrated client service skills with stakeholders and clientsExcellent...SuggestedFull timeWork at officeRemote work- ...Entry-Level What We Do: Financial Planning - Retirement... ...Investment Management - Advisory Services, Brokerage, Private Wealth Management... ...the financial tools and support to help them get there. As... ...earned for continued client advising and policy management Bonus...SuggestedWork experience placementWork at officeWork visa
$100k - $140k
...join the Structured Investments team. The ideal candidate will support client management and business development efforts across... ...development, or relationship management role, ideally within financial services or enterprise technologyFoundational knowledge of structured...Full timeWork at officeRemote work- ...internal controls as well as the development and implementation of new controls as needed• Prepare and provide investment related support to external auditors as required• Other assignments as necessary Qualifications • 5 to 7 years of back-office investment accounting...Worldwide
- ...tailored specifically for long-term, client service delivery. Our Epic Hospital Billing Analyst will be a primary member of the Epic support team. This role is a hybrid role. PTM... ...Billing Professionals will support/coach/advise our Client’s Project IT Team with tasks throughout...
$85k - $115k
About the RoleiCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate... ...and board reporting duties (including support during the financial close), financial modelling... ...experience within the financial services industry and/or FP&A experience with a top...Full timeWork at officeRemote work- ...that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships... ..., Series 66 - FINRACategory:SalesPlease be advised that Fidelity’s business is governed by the...Full time
- ..., New York. This role is essential in delivering personalized financial planning and investment solutions to clients. You will leverage... ...and client management to foster relationships while being supported by a company that values diversity. This position requires at...
$38.72 per hour
...team responsible for providing insurance and risk management support across the organization. The individual in this role will assist... ...to obtain information, resolve issues, and support program administration. Draft, review and redline Hold Harmless Agreements and work...Remote jobHourly payWork at officeLocal area3 days per week$90k - $105k
Wealth Management Client Service, Investment & Operations Associate Base pay range: $90,... ...About the Role A well-established boutique financial services firm is seeking a Client... ...Operations Associate to play a critical role in supporting daily operations and client interactions...Permanent employmentFull timeRemote work$115k - $135k
A leading recruitment agency is seeking an Executive Assistant / Investor Relations Coordinator to support a U.S. fundraising team. The ideal candidate has strong Investor Relations knowledge, advanced Microsoft Office skills, and experience with DealCloud. Key responsibilities...Full timeWork at office$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ..., exclusive financial products, and the support of a Fortune 500 company. You will have... ...and access to the best products and services for our clients. Our Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$45k - $100k
...may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a... ...partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Senior Financial Advisor Lead, grow, and deepen an established... ...in the Greenwich market, supported by a strong, referral-... ...experience in financial advising, wealth management, or... ...of 2 years' sales, sales administration, financial services, and/or retail banking experience...Work experience placement
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...Funding · Investment & Advisory Services · Trust Services · Retirement... ...with clients to support them through every stage of life... ...Services), a registered investment adviser, broker-dealer, and member of...Full timeContract workFor contractorsWork at office- ...Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management. Ideal candidates...
- ...J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management. The ideal candidate...
- ...Investment Advisors, Inc. (OIA) is a NYC-area wealth management firm seeking a Wealth Management Advisor to provide comprehensive financial guidance to clients, assess goals and risk tolerance, and develop tailored wealth plans. The role requires meeting with clients, constructing...
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1 North Main Street - Port Chester, New York 10573 Job Summary: Be a problem solver... ...Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper...Hourly payWork experience placementWork at officeDay shift$130k - $160k
...We are seeking an experienced Senior Financial Planner to join our growing team in White... ...meaningfully within client relationships while supporting senior advisors and partners. Job... ...Focus is a leading financial services firm comprised of integrated wealth management...Work at officeLocal area$100k - $115k
...We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to... ...globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level...Temporary work$100k - $140k
...involve large scale responsibilities across financial and managerial reporting, budgeting,... ...management reporting duties, including support during the financial close, financial modelling... ...experience within the financial services industry and/or FP&A or strategic finance...Full timeWork at officeRemote work- Job Title Job Locations: Alpharetta, GA; Charlotte, NC; Chicago, IL; Conshohocken, PA; Dallas, TX; Denver, CO; Fargo, ND; Garden City, NY; Houston, TX; Lenexa, KS; Lubbock, TX; Morristown, NJ; Mt Juliet, TN; New York, NY; Purchase, NY; Topeka, KS Strong familiarity...
- ...Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience... ...individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...Flexible hours
$128k - $252.5k
...Operate team, you will be responsible for advising life insurance and annuity clients on... ...underwriting, new business, product development, financial reporting, modeling, and adjacent... ...-functional teams and senior leaders to support solution development, sales efforts,...Local areaVisa sponsorship$45k - $65k
Life Insurance Specialist - Financial Protection & Planning Jim Rottkamp State Farm Agency, Darien, CT. Full‑time or Part‑time. Hybrid schedule... ...production goals. Collaborate with agency team members to support customer retention and agency growth. Maintain accurate...Base plus commissionFull timePart timeFor contractorsWork at officeLocal areaFlexible hours$200k
...life and business which have significant financial implications. Serve as a trusted... .... Build relationships/partner with support groups in Citi Private Bank to maintain... ...and effective operational and administrative services. Set an example of behaviour to all...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Administrator — Adviser Support. Be the first to apply!
- financial planning assistant Port Chester, NY
- estate planning consultant Port Chester, NY
- wealth advisor Port Chester, NY
- financial consultant Port Chester, NY
- financial counselor Port Chester, NY
- associate corporate finance Port Chester, NY
- finance associate Port Chester, NY
- jde finance consultant Port Chester, NY
- financial planning administrator Port Chester, NY
- financial planning associate Port Chester, NY



