Wealth Management Admin Assist
Full-time
Park National Bank
*Sponsorship not available
JOB RESPONSIBILITIES
- Prepares reports and presentation materials
- Receives and responds to correspondence
- Receives and directs visitors
- Schedules meetings
- Performs other duties as assigned
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
COMPETENCIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Ability to build collaborative relationships
- Ability to work as part of a team
- Organizational Skills/Detail Oriented
- Analytical Thinking
- Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
- High School diploma or equivalent required
- Minimum Years of Specialization Experience - 0-2 Years
ADDITIONAL INFORMATION
This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Admin Assist in Charlotte, NC vacancy
- Wealth Management Research, Senior SpecialistVanguard is seeking a highly experienced Senior Manager, Wealth Management Research to serve as a thought leader in wealth management, financial planning, and taxation. This individual will lead and conduct original research...SuggestedFull time
- ...Executive Assistant Charlotte, North Carolina Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to...SuggestedWork at office
- ...Executive Assistant & Treasury Management Business Support Coordinator First Horizon is seeking a highly organized, proactive, and polished Executive... ...commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets,...SuggestedMonday to Friday
- ...and you do the right thing - always. YOU'D BE GREAT FOR THIS ROLE IF: You love AE and Aerie products! You've led teams in a retail management role previously - practice makes perfect! You can multi-task and have attention to detail; priority-setting and time management...SuggestedFull timeTemporary workPart timeCasual workSeasonal workLocal areaFlexible hours
$22 per hour
...We have an opening for full and part time EXECUTIVE ADMIN ASSISTANT positions. Location : TIAA - 8500 Andrew Carnegie Boulevard... ...per hour. ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a Keystone member of...SuggestedHourly payFull timePart timeWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...ESFM is seeking an Executive Administrative Assistant to provide comprehensive support to a company executive, improving responsiveness... ...requires experience in administration and excellent calendar management to coordinate meetings and travel. The position is available for...Full timePart time
- A wealth management firm in Charlotte seeks an experienced Executive Assistant to provide high-level support to the CEO and Executive Leadership Team. The role entails managing complex calendars, coordinating travel arrangements, and handling confidential information....
- ...s policies and procedures. You'd be great for this role if: You love AE and Aerie products! You've led teams in a retail management role previously. You can multi-task and have attention to detail; priority-setting and time management are your strong suits....Full timePart timeCasual workSeasonal workLocal areaFlexible hoursShift work
- ...alike. You'll work closely with the Ops Manager to ensure smooth day-of-show operations.... ...holidays, sick time, and personal days Wealth: 401(k) program with company match, stock... ...reasonable accommodations that can be made to assist them to perform the essential functions...Local areaFlexible hoursNight shiftWeekday work
- ...Office Manager/Accounting Assistants at LandCare are responsible for all administrative functions within the branch, including providing support to the Branch Manager and operational teams to ensure proper procedures are being followed. Areas of responsibility include...Full timeWork at office
- Learning Management System Administrator job at Training The Street. Charlotte, NC. The Learning Management System (LMS) Admin is responsible for overseeing the daily performance and administration... ...Manager/Senior LMS Admin. Other: Assist the LMS Manager with testing...Work experience placementWork at officeRemote workWork from home
- ...personalized and timely support to the President and the Executive Management Team. Additionally, this role will have a high level of... ...matters. This position has two primary roles: 1) Executive Assistant to the President and Executive Management Team; and 2) Office...For contractorsWork experience placementWork at office
- ...Avenue5 Residential in Charlotte, NC is seeking an experienced Assistant Property Manager for Alton Optimist Park. You will assist the property manager with daily operations, lease administration, resident relations, and reporting to ensure smooth property performance...
- ...Practice: Dental Care at Village Commons Category: Business Assistant Location: 6400 Weddington Rd Ste J, Wesley Chapel, NC 28104... ...the office to create a great first impression of our team Manage front office duties, including answering phones, checking office...Daily paidWork at officeLocal area
- ...Business Assistant Dental Care at Clear Crossings is looking for a Business Assistant to join our team. Supporting our front office... ...enter the office to create a great first impression of our team Manage front office duties, including answering phones, checking...Daily paidWork at officeLocal area
$28 - $36 per hour
...About the job Office Administration Work - Support Assistant Office Administration Work - Support Assistant - Remote Pay:... ...approach to recurring tasks Ability to work independently and manage time effectively Ability to maintain a suitable home...Hourly payFull timePart timeWork at officeRemote workWork from home- ...clients, one another, and our communities. We’re not your typical wealth management firm. Our intense client focus is at the center of everything... ..., confirm logistics, and ensure timely delivery of reports. Assist with travel planning, itineraries, agendas, and expense...Work at officeLocal area
- ...decisions about their retirement accounts without using high pressure sales pitches. We are looking for an experienced Executive Assistant/Office Manager. The Executive Assistant & Office Manager provides comprehensive administrative support to executives and senior...Hourly payTemporary workWork at officeShift work2 days per week
- Caesarstone US seeks an Executive Assistant to partner with the President and lead high-level administrative support at our Charlotte headquarters. You will manage calendars, travel, meetings, reports, and executive communications with utmost confidentiality. The role also...Work at office
- ...they arise. Location: Various locations across North Carolina As a Medical Office Administrator, you will be responsible for managing the daily operations of a healthcare facility, ensuring efficient administrative processes while providing excellent service to...Work at office
- ...Executive Administrator The Executive Retail Assistant is responsible for the day-to-day administrative process for the retail division... ...of daily tasks for the retail department, including calendar management, ordering lunches, receptionist duties, etc. Keep a tickler...Full timeWork at officeLocal areaMonday to FridayShift workWeekend work
- ...advancing the work of the Office of the President. Serving as a trusted confidante and trusted assistant, the EA provides high-level operational and administrative support by managing the President’s schedule, overseeing daily office operations, and facilitating...Work at office
$20 - $24 per hour
..., competitive compensation, and flexible scheduling will help you thrive in your career. When you join our team as an Assistant Dental Office Manager, which at Aspen Dental we call an Operations Lead, you will have the opportunity to give back to communities and positively...Full timeWork at officeFlexible hoursNight shift$75 per hour
...makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to... ...a fast-paced, deadline-drive work environment. No relocation assistance is provided and the position is not eligible for visa sponsorship...Full timeRelocation- ...Graham Evangelistic Association is seeking a part-time Executive Assistant to support the Chaplain's ministry initiatives. Located in... ...mission. Key responsibilities include arranging daily devotions, managing appointments, and offering logistical support for events....Part time
$65k - $70k
...Position Summary: The Executive Assistant serves as a trusted partner to the President, providing high-level support while ensuring the... ...Executive Leadership Team as needed and serves as the primary Office Manager for the Charlotte headquarters. Success in this role requires...Work at officeLocal area$85.5k - $104k
...Comprehensive Benefits – Medical, dental, and vision insurance, employee assistance programs, employer-paid and voluntary life and disability... ...professional development stipend. What You’ll Do Organize and manage calendars/schedules in a proactive, forward-thinking fashion...Work at officeRemote workWork from homeFlexible hours- ...investment firm looking for a polished, highly organized Executive Assistant to support C-suite in their Charlotte office. This is a high-... ...they arise. You'll be the right hand to senior leadership, managing complex calendars, coordinating travel, and helping keep deal...Work at office
- ...Administrative Support Role Provides direct administrative support to the Manager, Executive Office & Board Liaison and provides high-level... ...level outputs in alignment with Executive Office standards. Assists with the planning and execution of Chief Officers' meetings and...Work at office
- ...Senior Level Executive Assistant | Executive Assistant ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian provides Enterprise Service Solutions...Full timeContract workTemporary workFor contractorsWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Admin Assist. Be the first to apply!
Related searches
- assistant director parks and recreation Charlotte, NC
- assistant director government Charlotte, NC
- assistant building manager Charlotte, NC
- assistant director student services Charlotte, NC
- assistant city manager Charlotte, NC
- assistant lab manager Charlotte, NC
- assistant director of sustainability Charlotte, NC
- assistant director Charlotte, NC
- fashion assistant manager Charlotte, NC
- assisted living manager Charlotte, NC


