Wealth Management Admin & Operations Coordinator
$20 - $26 per hourEast West Bank
A leading financial institution in New York seeks an Administrative Assistant to support the Financial Consultant in Wealth Management. The role involves answering queries, managing calendars, and assisting with client paperwork. Ideal candidates have 2 years of administrative experience, detail-oriented skills, and proficiency in Microsoft Office. Bilingual skills in Mandarin and/or Cantonese are a plus. Compensation ranges from $20.00 to $26.00 per hour based on qualifications. #J-18808-Ljbffr East West Bank
$110k - $190k
The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives... .... Role DescriptionThe Strategy and Operations Team within the WM CDO seeks a Vice... ...to the following:Oversee a team that coordinates engagements between WM CDO Subject Matter...SuggestedTemporary workWork at office- Asset & Wealth Management, Design Operations, Associate - New York New York, NY, United States Job Description AWM - Design Operations - Associate... ...team execution Partner with Product and Engineering to coordinate delivery and strengthen handoffs Track and report on design...SuggestedFull timeWork at office
$90k - $110k
...closely with Senior Executives, Wealth Advisors, and cross‑... ...priorities across the Private Wealth Management Platform. This role partners... ...and support both day‑to‑day operations and longer‑term initiatives... ...and dynamic calendars, coordinate travel, and oversee logistics...SuggestedFull timeWork at officeFlexible hours- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader... ...trustee (if any) to obtain their approval. Coordinate with Trust Officer on the... ...effort to avoid and minimize service and operational issues. Oversee the work performed by...Suggested
$120k - $172k
We are seeking a highly skilled and strategically minded Vice President to join our Wealth Management Operations Strategy team. This leader will drive complex, cross functional initiatives with a particular focus on digital assets, including tokenization, blockchain enabled...SuggestedTemporary workLocal area$65k - $80k
Neuberger Berman in New York seeks a member for their Wealth Operations team to support account opening and maintenance processes. Responsibilities include reconciling daily breaks and actioning account maintenance requests. Ideal candidates will have a Bachelor's degree...$120k - $200k
...Team Principals, Senior Private Wealth Advisors; and will lead the... ...communication and coordination , triaging inbound requests... ...priorities, and forums. Keep the operating cadence on track , anticipating... ...Logistics (Travel + Expenses) Manage scheduling for Team...Full timeTemporary workWork experience placement$88.4k - $132.6k
...Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch)... ...the sub-function as well as coordinate and contribute to the... ...Business Partners, Relationship Manager, etc.)Organize client events... ...all Regulatory and Compliance operating procedures.Ensure that KYC/AML...Full timeWork at office$70k - $110k
Asset & Wealth Management, Alternatives Capital Formation, Administrative Assistant, New York New York, NY, United... ...to ensure seamless calendar management, meeting coordination, travel logistics, and day-to-day operational support, while exercising sound judgment, discretion...Full timeTemporary workPart timeWork at officeVisa sponsorship$70k - $110k
...Administrative Support For Managing Director & Vice President Investors Provide high-level, proactive administrative support to a... ...investing business the Urban Investment Group. Proactively coordinate and maintain complex and extremely dynamic calendars including...Full timeTemporary workPart timeWork at office- Citi’s Wealth Operations Reporting Analyst role in Chennai focuses on turning data into actionable insights through MIS reports, dashboards... ...will have 2-4 years of SAS/SQL experience, strong data management and visualization skills (Tableau), and the ability to communicate...
- Wealth Operations Reporting Analyst Location: Chennai, Tamil Nadu, India Job Type: Hybrid Job Overview The Operations MIS team focuses on... ...& Skills SAS/SQL and 2‑4 years of experience. Data Management & SQL: expertise in data management principles, SQL programming...
- ...firm's principals. The role involves managing calendars, coordinating travel, preparing documents, and... ...should have prior experience in private wealth, advisory, or family office settings... ...coordination, reflecting the firm's operations across multiple time zones. #J-18808...Work at office
- Neuberger is seeking a Client Service Operations Manager in New York to lead a hands‑on, player/coach team for Private Wealth Management, building scalable processes, partnering across Operations, Compliance, and Technology, and owning escalation and risk controls. This...
- Macquarie Asset Management, a part of Macquarie Group, seeks a Business Manager for the Client Solutions Group within Wealth. You will drive strategic goals, manage budgets and revenue forecasts, and align with leaders across finance, HR, marketing, product, and distribution...
$70k - $123k
...business partners internally to manage and execute listed and newly... ...for successful event operations, along with supporting daily... ...business on bells and events Coordinate and secure weekly assigned bell... ...employees to: Secure Wealth: 401(k) program with 6%...Full timeTemporary workWork at officeHome officeFlexible hours$70k - $80k
...Want to help everyday Americans build wealth? Financial inequality is increasing and too... ..., or a combination of both. Stash’s Operations team is seeking an Associate to join our... ...rules and within regulatory timeframes. Manage the end-to-end chargeback lifecycle,...Full timeWork at officeRemote workWork from homeFlexible hours- ...unlocking market ownership, and making wealth accessible to every American. Our mission... ...Capital for the clients you bring live Manage stakeholders and communicate clearly... ...employees to thousands Experience building operational tooling, automations, or AI-powered...Full timeWork at office
$145k
...approximately 250 people provides asset management and advisory services to... ...advice on long-term wealth building and create distinctive... ...market-based benchmarks. We operate two core lines of business:... ...resolve trade exceptions in coordination with traders, fund...Full timeWork at officeRemote workFlexible hours- Workplace Experience & Operations Coordinator serves as the primary point of contact for the office while supporting broader workplace operations... ...support overall office operations.Supports the executive management team by coordinating meetings, events, off-site activities,...Full timeWork at office
- ...early in their career to help keep the whole operation running. This is the role where you... ...moving — own accounts payable and receivable, manage corporate cards and repayment plans, keep... ...culture. Our team brings together a wealth of experience from great tech companies including...Work at office
$20 per hour
...We're Hiring: Executive Assistant & Operations Coordinator (Part-Time) Unlocking Futures is looking for a highly organized and proactive Executive... ...administrative partner to executive leadership while also managing key operational systems, communications, and reporting...Hourly payPart timeFor contractorsWork at office$80k - $95k
...worth paying for. The New York Times is looking for an EA / Operations Coordinator to be a key partner to the Shows department leadership team... ...administrative support with systems thinking, project management and cross‑functional collaboration to keep our operation organized...Full timeWork at officeLocal areaRemote workFlexible hoursShift work- ...0 hours per week with opportunities for additional hours based on performance. The ideal candidate is highly organized, proactive, and capable of handling confidential information while coordinating calendars, emails, invoices, and program logistics. #J-18808-Ljbffr...Hourly pay
- ...Newline Eco-friendly is seeking a highly organized administrative assistant to support day-to-day operations and assist the team with a range of clerical tasks. You will manage calendars and scheduling, maintain records, handle calls and visitors, and assist with data...Work at office
- ...SourcePro Search is seeking an Administrative Coordinator in New York (Midtown) to support the... ..., and policies and by recommending operational enhancements. The successful candidate... ...firm administrative experience. Project management experience is a plus, and this is a direct...
$99k - $232k
Industry/SectorAsset and Wealth ManagementSpecialismOperationsManagement LevelManagerJob... ...& SummaryAt PwC, our people in operations consulting specialise in providing consulting... ...leveraging team member’s unique strengths, and managing performance to deliver on client...Full timeH1b$77k - $202k
Industry/SectorAsset and Wealth ManagementSpecialismOperationsManagement LevelSenior AssociateJob... ...Description & SummaryA career within Operations Consulting services, will provide you... ...skills and responsibilities for this management level include but are not limited to:Use...Full timeH1b$20 - $25 per hour
...Recruiter & Talent Operations Coordinator Company: Knowledge Road Education Department: Human Resources Employment Type: Full-time... ...qualified educators, therapists, and administrative staff - Manage full-cycle recruiting process from initial outreach through...Full time- IEQ Capital seeks a Senior Associate to help manage client relationships and operational duties, partnering with our advisory team to ensure seamless service delivery for high-value clients. You will support money movements, account setup, client meeting prep, and trade...
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