Asset & Wealth Management, Administrative Assistant, Boston
The Goldman Sachs Group
Provides administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and all related client logistics. Handles highly confidential and sensitive information with the utmost discretion and compliance. Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. Coordinates logistics for PWM client calls & meetings; responds and follows up on requests in a timely manner. Coordinates a high volume of travel arrangements, including visa procurement when applicable, and processes expense reports in timely manner. Prepares and distributes correspondence, agendas, letters, reports or other documents as requested. Organizes and ships materials to clients as needed. Plan, lead and manage various events, including client engagement as well as internal entertainment Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects or facilities management as needed Works with conference and catering services for client engagements as needed. Maintains detailed understanding of firm policies and can handle certain issues independently and elevate appropriately Qualifications Experience supporting executive(s) in a complex environment, preferably in financial services, private sector or government is preferred. Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information. Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication. Extreme attention to detail and organizational skills, with ability to prioritize tasks. Quick learner and self-starter with excellent anticipation skills. Pro-active problem solver and independent thinker; ability to follow up as often as necessary. Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment. Adaptable to new technologies, familiarity with CRM systems such as Salesforce is preferred Highest degree of integrity, professionalism, and diplomacy is required. Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required. Familiar with expense platforms such as SAP Concur Supportive team player with a positive attitude, enthusiastic about bringing the team together. Ideal candidate has at least 3 - 5 years of experience. Candidate must be located onsite in the Boston office. #J-18808-Ljbffr The Goldman Sachs Group
- A leading financial services firm seeks an experienced administrative professional to support the Region Head for Private Wealth Management in Boston. The role entails managing complex schedules, coordinating client meetings, and maintaining confidentiality with sensitive...SuggestedWork at office
- Goldman Sachs is seeking an Administrative Support professional for the Boston office. This position involves providing support to the Region Head for Private Wealth Management and includes managing calendars, client interactions, and travel arrangements. The ideal candidate...Suggested
- ...opportunities About the division Wealth Management includes Private Wealth... ...Job Category Analyst Locations Boston, Massachusetts, United States Areas of the Firm Asset & Wealth Management Healthcare... ...Financial Wellness & Retirement We assist employees in saving and...AssetFull timeWork at office
$27.4 - $34.6 per hour
...Associate (Branch Administrator) The Branch Administrator... ...the Branch Manager (BM) by creating a... ...(Sales Force). Assist as a resource... ...adoption of Cetera Assets/Programs (RightBridge... ...award-winning wealth management and advisory... ...time Locations Boston (On-site)...AssetFull timeWork at officeLocal areaHome officeFlexible hours$100k - $140k
...Description Citizens Wealth Management is seeking an Investment... ...-established team in Boston, MA. This role is... ...retention. Provide general administrative and operational... ...the team as needed. Assists in developing and implementing... ...Category Wealth and Asset Management #J-18808-...AssetFull timeLocal areaMonday to FridayFlexible hoursShift work- ...guest service for our depot in The Greater Boston Area . You’ll be the face of our company,... ...directly to the Regional Operations Area Manager, with the goal of ensuring an outstanding... ...maintenance and repairing need; Assist in training, supervising, and coaching your...Temporary workLocal areaNight shiftWeekend work
$34.61 - $43.01 per hour
...Licensed Assistant Manager - Boston, MA - Ray-Ban - SIGN ON BONUS! Brand: Ray-Ban Location: Boston, MA, US, 02199-8003 Position: Full-Time Total... ..., merchandise presentation, public relations/events and asset protection. They also are accountable for optimizing the delivery...AssetMinimum wageFull timeLocal areaRelocation packageAfternoon shift$75k - $98k
UBS is looking for a Wealth Strategy Associate in Boston to support financial advisors in client conversations and develop asset allocation strategies. The ideal candidate will collaborate closely with financial advisors to provide comprehensive insights while fostering...Asset- Overview Wealth Management Professional Are you a quick-thinking self-starter with a passion for client service, the desire to work closely... ...Wealth Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding...AssetLocal area
$120k - $150k
As a Senior Recruiter at Fanning- Masis, I assist my client companies, investment/asset/wealth management firms located in and around Boston which serve a private wealth and/or institutional client base, with their candidate recruitment process. I’m writing to inform you...Asset$24 - $25 per hour
Billing/Accounting Administrator (Boston, MA) We are currently seeking candidates for a Billing/Accounting Administrator at a global asset management company in Downtown Boston, MA, 02110. The ideal candidate will have internship(s) and/or 1+ years of accounting/billing...AssetHourly payTemporary workWork experience placementInternshipImmediate start3 days per week- ...strategic transformation leader to drive initiatives within its Wealth platform in Boston. The role demands an ambitious individual with 10-15 years of relevant experience, especially in wealth or asset management. You will own transformation initiatives, build a...Asset
$17 per hour
...learning and teaching of STEM education in Boston, Cambridge and Somerville Massachusetts.... ...themselves, who we view as valuable assets and problem solvers. YPP has over 25 years... ..., communication, problem-solving, management, inquiry, team-building, and interpersonal...AssetPart timeApprenticeshipLocal area- PNC is seeking a Senior Wealth Strategist to develop tax, estate, and financial plans for clients in Boston, MA. This role emphasizes building and managing client relationships while retaining and growing assets under management. Ideal candidates will have over 8 years...Asset
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Citizens Financial Group is seeking a Virtual Wealth Advisor based in Boston. This role involves delivering personalized financial strategies for clients in a virtual setting. The advisor will analyze client needs and propose investment solutions, all while achieving sales...AssetWork from home$89k - $133k
HarbourVest Partners in Boston is looking for a skilled marketer to develop... ..., requiring an understanding of wealth audiences in the U.S. The role involves managing campaign strategies across... ...marketing experience, preferably in asset management or financial services....Asset- EY is seeking a Manager Consultant for their Asset & Wealth Management practice in Boston. You will help clients align their operating models with business strategies, focusing on efficiency and transparency in investment management. The ideal candidate has experience in...AssetFlexible hours
- A prominent financial institution in Boston is seeking an experienced individual for... ...candidate will promote services such as asset management and retirement plans, while also cultivating... ...'s Degree or relevant experience in wealth management and specific financial...Asset
$80k - $110k
Weiss Asset Management (WAM), a Boston-based investment firm, is seeking an Office Coordinator to join a dynamic team focused on office operations... ...ensuring a consistently professional and welcoming experience. Assist with travel booking, meeting coordination, and event...AssetWork at office$84k - $100k
...Senior Administrative Assistant The Motional global headquarters are located... ...at 100 Northern Avenue in Boston, MA. Nestled in the bustling... ...Headquarters and be a key asset to our current administrative... ...They sit at the front desk managing badges and greeting new...AssetWork at office$25 - $30 per hour
...Administrative Assistant II Boston, Massachusetts, United States Interested in joining a growing company where you will work with talented colleagues... ...for general facility support partner with the property manager to ensure the building is maintained and acts as a key...Hourly payWork experience placementWork at officeRemote work$23.84 - $39.74 per hour
...Senior Administrative Assistant We are seeking a highly organized, proactive, and career-driven Senior... ...who helps streamline operations, manage priorities, and ensure the leaders you... ...commuting distance to 115 Federal Street, Boston, MA 02110. Required Availability:...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$75k - $98k
...Overview We’re looking for a Wealth Strategy Associate to support... ...client conversations, develop asset allocation strategies, and contribute... ...growth. Responsibilities Assist financial advisors in client... ...player. Job Details Location: Boston, Massachusetts. Job Type:...AssetFull time- ...Join our team as our Office Manager in the Boston office and lab, working... ...colleague to be in charge of administration, finance, and HR support in... ...time tracking and reporting. Assistance in talent acquisition,... ...license handling, purchase, and asset management. Other exciting...AssetWork at officeFlexible hours
- ...Yoga.com. We have offices in Boston, Massachusetts, West Chester,... ...The Role As an Ecommerce Buying Assistant within the Lifestyle Department... ...growth. What you will do Manage product classification, taxonomy... ...Partner with the imaging team on asset collection, uploading, and...AssetRemote work
- Jobot in Boston is seeking a Litigation Support professional to provide administrative and legal support to a stable legal team. The ideal candidate will have at least 5 years of experience in litigation support, primarily in commercial and business litigation, and must...Work at office
$60k - $65k
...and investment advisory and asset management services. Job Description: The... ...Private Client Division in Boston, MA. The RCSA's primary responsibility... ...‑day operations of a growing wealth management practice. This... ...skill sets. This role will assist in performing a variety of...AssetLocal area- asset-management, project-management, Wealth Management, Change & Transformation Perm Hybrid We’re supporting a high-growth investment firm building out its Wealth platform in Boston. This is a genuine build role . Not a “keep the lights on” corporate position. Not a team...AssetPermanent employment
$128.1k - $239.6k
...by protecting EY and client information assets! Our Information Security professionals... ...and business value. The Opportunity As an Assistant Director in the Information Security... ...function will focus on these pillars: Risk Management and Reduction: Assisting with managing the...AssetWork experience placementSummer holidayLocal areaFlexible hours$115k - $160k
Job Overview - Wealth Management Client Service Manager Compensation: $115,000 - $160,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring... ...operations, wealth management, asset management, or related financial services...AssetWork at officeMonday to Friday
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