Virtual Wealth-Management Operations Coordinator
Wing Assistant
Lever, Inc. is seeking an experienced Virtual Administrator for its financial-services practice in New York. You will own account administration, insurance paperwork, and employee-benefit plan coordination, working with multiple stakeholders to keep every workflow moving. The role demands real prior experience in financial services operations, not just general admin, with proficiency in onboarding, account servicing, ACATS, and ERISA-related processes. #J-18808-Ljbffr Wing Assistant
- Chemistry Wealth is seeking a highly organized Administrative & Operations Coordinator to support the daily operations of our growing wealth management firm. The role serves as a key contact for clients while providing administrative and operational support to advisors...Suggested
- Mount Sinai Health System seeks a Virtual Care Coordinator to support remote patient monitoring and telehealth services across the system. The role emphasizes collaboration with clinical teams, leadership, and vendors to ensure safe, high-quality virtual patient care....VirtualRemote work
- ...seeking an execution-focused Operations Associate to support our... ...with the Operations Manager to execute day-to-day... ...processes. Responsibilities: Coordinate contractor paperwork, maintain virtual files, and support team... ...Motley Fool to expand wealth-building opportunities for...VirtualRemote jobFor contractors
- ...Lavender is seeking a detail-oriented and compassionate Nursing Operations Coordinator (Virtual Assistant) to support our clinical care team. This role... ...Operations Coordinator helps resolve logistical issues, manage clinical records, and ensure providers have the...VirtualWork at officeRemote work
$34.62 - $42.31 per hour
...professionals and ensure smooth daily operations. If you're seeking a remote... ...firm. Key Responsibilities Manage executive calendars, schedule meetings, and coordinate travel arrangements. Prepare, edit... ...company events, meetings, and virtual or in-person workshops....VirtualHourly payWork at officeRemote work- Phoenix Virtual Solutions is seeking a detail-oriented Marketing Operations Coordinator to keep our marketing team organized and accountable. You will communicate daily with marketers, review logs, and verify daily visits and stops, ensuring accurate reporting to leadership...Virtual
$55k - $80k
People Operations Coordinator Location: Remote - US Employment Type: Full time Location Type: Remote... ...benefits administration, performance management, and support for our international entities... ...of Ashby culture events, both virtual and in-person You could be a great fit...VirtualFull timeWork at officeRemote work- Corporate Operations · Reports to Executive Leadership Fully remote... ...value creation. The Operations Coordinator provides day-to-day support... ...operations, organizational management, and project coordination... ...operational needs. Regular virtual meetings and communication with...VirtualFull timeFor contractorsWork at officeRemote work
- ...technology platform, and an operations ecosystem spanning condominiums... .... The Revenue Operations Coordinator - Role Overview The Revenue... ...this role is responsible for managing inbound and outbound prospect... ...coordinate in-person and virtual property tours, maintaining...VirtualWork at officeLocal areaRemote workFlexible hours
- ...industry to deliver exceptional in-person, virtual, and hybrid events for the world’s... .... What you’ll do: As a remote Operations Support Coordinator for the Reconciliation and Compliance... ...missing or inconsistent information, manage detailed tasks with confidence, and keep...VirtualTemporary workRemote workWork from homeFlexible hours
- ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights... ...Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors' Virtual University...VirtualWork at officeLocal areaFlexible hours
$24.04 - $28.85 per hour
Recruiting Operations Coordinator Work from home, Virginia, United States. Job Description ECS is seeking... ..., process-driven, and comfortable managing multiple priorities in a fast-paced... ...Key Responsibilities Coordinate phone, virtual, and in-person interviews between candidates...VirtualHourly payWork at officeLocal areaRemote workWork from home- Overview HR Operations Coordinator role at Paramount . Paramount Global is seeking an HR Operations... ...the HR Operations Director, this team manages key employee lifecycle processes and employee... .... Opportunities for both on-site and virtual engagement events. Unique...VirtualFull timeInternshipWork at officeShift work
- ...Specialist in the United States to ensure classrooms, devices, and systems are ready for instructor-led, virtual, and hybrid training. You will coordinate with instructors, manage inventory and registration, and monitor environment issues, delivering daily readiness updates...Virtual
- MJH Life Sciences, LLC seeks an Associate Event Manager to help plan and execute conferences, meetings, and live/virtual events. You will handle logistics, coordinate vendors, and ensure timely delivery while collaborating with marketing, editorial, and sales teams. The...Virtual
- Step Up, a national nonprofit empowering girls, seeks an Events Operations Coordinator to plan and deliver in-person and virtual programs. You’ll manage registration, run of show, and communications, ensuring engaging participant experiences and successful fundraising...VirtualRemote jobLocal area
- Step Up Women is seeking an Events Operations Coordinator to oversee planning, registration, and execution of in-person and virtual programs. You will coordinate logistics, attendee communications, and donor experiences, while collaborating with teams to strengthen efficiency...VirtualRemote jobLocal area
- Lavender is seeking a detail-oriented Nursing Operations Coordinator (Virtual Assistant) to support our clinical care team. This role plays a critical... ...Operations Coordinator helps resolve logistical issues, manage clinical records, and ensure providers have the #J-18808...VirtualRemote job
- ...services. In-office presence is required, with a structured path to wealth management through licensing and ongoing training. The role emphasizes a... ...such as CFP and ChFC, supported by FINRA sponsorship, PEP training, a virtual university, and #J-18808-Ljbffr Equitable AdvisorsVirtualTraineeshipWork at office
- Bank of America’s Merrill Wealth Management is seeking an operations professional to handle moderately complex transaction processing, onboarding, and asset transfers with thorough adherence to policies (FINRA 2273, REG BI, CRS). The role requires at least 2 years in investment...
- ...proactive Executive Assistant & Business Operations Coordinator. You will work directly with our... ...the day-to‑day running of the business, managing administrative responsibilities and helping... ...as we grow. This is not a basic virtual assistant role. We are looking for someone...VirtualPart timeFor contractorsRemote work
- ...Director of Platform Operations Overview A growing, independent... ...institutions, providing investment management, financial planning, and... ...and approved managers, coordinating implementation from initial... ...platform operations at an RIA, wealth management firm, or asset manager...Full timeWork at office
- Madison Partners, Inc. is a fast-growing, tech-forward wealth management firm that serves as a coordinated team for clients and advisors. This role is a primary operational and service partner, requiring RIAs experience, clear communication, and ownership to keep client...Remote job
- Join J.P. Morgan Wealth Management’s Content team and help power a newsroom-style operation that delivers timely market insights and education to clients and the public... ...-media content—project managing workflows, coordinating with cross-functional partners, and...Work at office
- ...We’re Personified: a managed IT + cybersecurity services provider for campaigns, non‑profits... ...scale our team. About the Role The IT Operations Associate assists in running day‑to‑day... ...experiences via email, Slack and virtual meetings (ex. Google Meet, Zoom). This position...VirtualRemote work
- ...Operations AssociateA dynamic financial services firm is seeking a... ...Responsibilities:Assist in managing workflows, ensuring efficiency... ...professionally via email, phone, and virtual meetings with internal and... ...and document management.Coordinate meetings, track deadlines,...Virtual
- ...seeking to hire a Senior Customer Service & Operations Coordinator to act as the second-in-charge to the Customer Service Manager and drive operational excellence. This role... ...leave Christmas Bonus equivalent to 1 month's wage (pro-rata) #J-18808-Ljbffr Virtual Staff 365VirtualPermanent employmentFull timeImmediate startWork from homeDay shift
$38k - $45k
...This opportunity is for an Operations Associate who will provide administrative assistance and operational... ...and schedule meetings, conferences, virtual team events, and travel arrangements. Answer telephone inquiries and manage email and Slack communications for senior...VirtualFull timeRemote work$55k - $60k
...We are seeking a Curriculum Marketing Operations Coordinator to join our Central Marketing - Product... ...strong organizational and project management skills, and the ability to master operational... ..., and a vibrant culture across virtual teams. While most roles operate remotely...VirtualTemporary workLocal areaRemote workWork from homeHome officeMonday to Friday$77.9k - $89.25k
...agentic commerce, is owned and operated by Glance InMobi Pte. Ltd.,... ...Events & Operations Coordinator to be the connective tissue... ...experiences, both in-person and virtual. A secondary area of responsibility... ...coordination, vendor management, budgeting and expense administration...VirtualContract workLocal areaFlexible hours
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