Executive Assistant, Private Wealth Management
U.S. Bank
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 Microsoft Office skills, the ability to manage multiple tasks with tight deadlines, and excellent verbal and written communication are essential. This role offers competitive benefits and opportunities for growth within U.S. #J-18808-Ljbffr Us Bank
$24.18 - $32.21 per hour
...administrative and staff support services for an assigned group or manager. Other duties may include: collects and interprets data to... ...and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked,...PrivateTemporary workWork at officeLocal area- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth... ...and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the...Private
$90k - $160k
...Wealth Management Consultant (WMC)The Wealth Management Consultant (WMC) provides the primary external... ...service and support areas within RBC's Private Client Group to ensure a coordinated... ...coverage.What will you do?Coaching:Assist, coach, and motivate Financial Advisors...PrivateWork at officeImmediate startHome officeFlexible hours$140k - $230k
...opportunity?The Head of Wealth Consulting will... ...efficiency in RBC Wealth Management-US. Consulting areas including... ...also partner with the Private Client Group (PCG)... ...support in the execution of Wealth Management (... ...initiatives. This person will assist in driving the team to...PrivateFull timeWork at officeHome officeFlexible hours- 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 to an assigned group or manager. The role includes data collection and report preparation, travel coordination, and drafting correspondence. The position requires strong organizational...Work at office
- U.S. Bank is seeking a Private Wealth Advisor Partner within Private Wealth Management (PWM). This role shares responsibility for soliciting, developing, managing, and retaining PWM client relationships and supports Senior Advisor in driving business development and engagement...Private
$170k - $225k
TwinThread is seeking a Private Banker (Vice President or Executive Director) in Minneapolis, MN, to provide exceptional... ...to clients. The role involves managing client relationships, generating business, and advising on wealth management strategies. Candidates should...Private$200k - $250k
CLA is currently seeking a Managing Director - Wealth Strategy & Operations Why This Role MattersThe... ...scalability. Combining strategic thinking, executive influence, and operational discipline... ...management firm, broker-dealer, private wealth platform, or wealth advisory consulting...PrivateFull time- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...divisional Private Wealth Management Executive, including investment and risk... ...team member. This position includes assisting customers without taking an application...PrivateFull timeWork experience placementWork at office
- ...Managing Director, Wealth Management, Strategy & Operations About the Company Top-tier accounting, outsourcing & wealth advisory firm Industry Accounting Type Privately Held Founded 2012 Employees 5001-10,000 Categories Consulting & Professional...PrivateLocal area
- ...Maranatha Christian Academy (MCA) is a private school serving Grades Pre-kindergarten... ...has an immediate opening for a full-time executive assistant to the head of school. Summary... ...attention to detail, and the ability to manage multiple priorities while supporting executive...PrivateFull timeTemporary workWork at officeImmediate startFlexible hours
- High Net-worth Financial / Wealth Advisor (Minneapolis) 1 week ago... ...job poster from Talent Focus Executive Search and Consulting Talent... ...renowned international wealth management institution to recruit an... ...Advisor for their High Net-worth Private Client practice in...Full timePrivate practice
- Bank of America is seeking an experienced private banking professional in Minneapolis to lead client process management and drive new business opportunities. You will deliver... ...branded client experience, understand client wealth strategies, and provide integrated...Private
- ...Wells Fargo is seeking a Lead Wealth Underwriter in the Banking... ...Wealth & Investment Management (WIM). As part of its vision... ...verbally and in writing. Drive private banking credit execution to deliver high quality... ...timely manner. This will assist with leadership decisions...PrivateFull timeWork experience placementWork at office
- ...Job Description Job Description The responsibilities of an Erpelding Wealth Management (EWM) Executive Assistant are to support our clients and Private Wealth Advisors. This role leads by example and follows acceptable and compliant procedures. Specific responsibilities...PrivateWork at officeFlexible hours
- Join Vaughan Financial, a premier wealth management team dedicated to shifting the financial planning experience from complex to clear... ...personal approach. We are currently seeking a highly motivated Executive Assistant and Client Experience Coordinator. This pivotal role is...Work experience placementHome officeShift work
- The JP Morgan Private Bank Client Center Team leads the operation... ...in the Private Bank you will assist in leading the day-to-day operations... .... Your role will involve managing the Client Center reservation... .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-...PrivateFlexible hours
$25 - $32 per hour
..., our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira). Manage and resolve routine client...PrivateHourly pay$102k - $120k
...financial planning, investment management, tax and estate... ...and challenges. Regis Wealth Advisors work hand‑in‑hand... ...help a wide range of private investors, business owners, company executives, creators, and those stewarding... ...sick days. Employee Assistance Plan Family Medical...PrivateTemporary workWork at officeLocal areaRemote workMonday to Friday$170k - $250k
A leading tax consulting firm is seeking a Tax Managing Director for its Private Client Services in Minneapolis, Minnesota. This role involves leading tax engagements, mentoring team members, and providing top-notch tax compliance and consulting services to high-net-worth...$141.21k - $172.59k
...Job Title Private Wealth Advisor Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams... ...11 paid holiday opportunities ~ Adoption assistance ~ Sick and Safe Leave accruals of one hour...PrivateTemporary workWork experience placementLocal area$75k - $105k
...responsibilitiesAre you skilled at developing wealth management strategies? Does financial data excite... ...Senior Wealth Strategy Associate to:• assist financial advisors in client... ...as part of a highly collaborative team, Private Wealth Management Team - Panava Partners...PrivateFull timeFlexible hours$300k - $400k
...has been retained on a confidential executive search for a privately held organization seeking a senior tax... ...and Local tax compliance, cash management, monitoring treasury (bank debt covenants... ...ownership, executives, attorneys, wealth advisors, banks, and external tax providers...PrivateWork at officeLocal area$110k - $155k
...Senior Associate, Transaction Management will be responsible for the... ...schedules and document submissions Assist with maintenance of office... ...part of AllianceBernstein's Private Alternatives business. Since... ...retail investors, and private-wealth clients in major markets...PrivateTemporary workWork at office$110k - $155k
...Work With: The Senior Associate, Credit Manager will be part of a team focused on building... ...manager and part of AllianceBernstein’s Private Alternatives business. Since 1987, AB CarVal... ...clients, retail investors, and private-wealth clients in major markets around the globe...PrivateTemporary work$65k - $80.2k
...Wealth Management AdvisorAt U.S. Bank, we're on a journey to do our best. Helping the customers... ...insurance. WMAs partner with the team to assist clients and families by gaining a... ...products and services. Extensive knowledge of private banking products and services,...PrivateWork experience placement$90k - $110k
...Work With: You will join the Private Alternatives Marketing team supporting... ..., quality and workflow execution Partner closely with... ...across marketing automation, file management, video production and hosting... ...retail investors, and private-wealth clients in major markets around...PrivateTemporary workWork at office- ...processing, deposits, and client service. You will work with private bankers and cross-functional teams to ensure accurate documentation... .... The role emphasizes thorough documentation, risk management, and regulatory adherence, with a focus on high-net-worth client...Private
- A leading global professional services firm seeks a Private Tax Manager in Minneapolis. This role involves advising high-growth private companies and managing client relationships. Candidates must have a bachelor’s degree, CPA certification, and at least 8 years of experience...Private
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