Wealth Management Admin Specialist - Client Relations & Ops
Burke & Herbert Bank
Burke & Herbert Bank is seeking a Wealth Management Administrative Assistant in Alexandria, VA. This non-exempt role reports to the Head of Wealth Management and supports sales and service functions within the wealth management leadership team. Responsibilities include coordinating meetings, handling communications, and preparing financial plans and client presentations while maintaining strong vendor relationships and office operations. #J-18808-Ljbffr Burke & Herbert Bank
$22 per hour
...Non-exempt REPORTS TO: Head of Wealth Management JOB DESCRIPTION Summary/Objective... ...Management and support key functions related to sales and service. Essential... ...professional staff cultivate and grow client relationships by preparing financial plans...SuggestedHourly payLocal areaRemote work- XML Financial Group is seeking an Associate Wealth Manager to work with senior advisors and client service teams to deliver high-quality service and support the day-to-day management of an established book of business. This role emphasizes client servicing, relationship...SuggestedWork at office3 days per week
- ...Title: Administrative Support / Information Specialist Location: Arlington, VA (Onsite at... ...comprehensive administrative and information management support in a fast‑paced federal... ...improvement initiatives Support federal travel‑related administrative tasks and coordination...SuggestedWork at office
- .../partnership environment Strong project management skills Comfort working in a fast-paced,... ...case management and advice primarily on Client Service Risk (CSR) cases involving Alliances... ...consultants on risk management and related best practices based on your substantive...SuggestedFor contractorsApprenticeshipWork experience placementFor subcontractor
- ...estate tax returns (Form 706).Manage compliance deadlines, ensuring... ...complex estate planning research, wealth-transfer analysis, and special... ...management and development of client relationships, collaborating... ...in Accounting, Finance, or a related field.CPA License, Juris...SuggestedTemporary workSummer workCasual workWork at officeLocal areaRemote workWork from homeFlexible hours
$90k - $95k
...$95,000/year About Our Client: Our client is a growing... ...and property management firm managing a diverse... ...Previous exposure to investor relations or office management preferred... ...Field Enablement, SMGS Ops Executive Assistant to... ...Assistant with Wealth Management Firm Montgomery...Permanent employmentFull timeCasual workWork at officeLocal areaRemote workWorldwideMonday to Friday- Description Position Summary The Specialist, Construction Advocacy supports AGC’s mission by... ...congressional stakeholders. The role manages day-to-day AGC PAC operations and donor... ..., donor activity, acknowledgements, and related follow-up Works with the Senior Director...For contractorsWork at officeRemote work2 days per week3 days per week
$50k - $115k
...Wealth Management Associate Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ..., answering general non-investment related questions concerning clients accounts,...Temporary workWork experience placementLocal areaWork visa- XML Financial Group, part of Focus Financial Partners, seeks an Associate Wealth Manager to work with senior advisors and the client service team. You will support day-to-day management of an established book of business and help deliver high-quality client service. The...Work at office
$114.1k - $171.2k
...DEP Federal Affairs Division: DIV Government and Industry Relations Work Location: Public Relations Office - DC Office Shift... ...not have any direct reports, the individual is responsible for management of outside consultants and leadership of relevant trade...Full timeTemporary workWork experience placementWork at officeRemote workRelocation packageShift work- ...Industry RelationsWork Location: Public Relations Office - DC OfficeShift: 1stWorkstyle:... ...Exempt-3 Job PurposeThe State Affairs Specialist supports Honda’s business objectives by... ...analytical, organizational, and project management skillsHigh attention to detail and accuracyAbility...Temporary workWork experience placementWork at officeLocal areaRemote work
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$118.3k - $207.1k
...specialty services to support our clients and projects. As a Commissioning & Energy Specialist on our team in Arlington, VA,... ...and perform all commissioning related activities to include testing (... ...commissioning, as well as asset management projects.You will have the...Full timeFor contractorsWork at officeRemote work$30.58 - $53.51 per hour
...(C-UxS) Multi-Domain Autonomous System Specialists to join our team! In this role, you will... ...and Miami in support of U.S. Government clients. You will monitor airspace for UxS threats... ...You'll Bring:Bachelor's STEM Degree related to area with 0+ years of related professional...Full timeLocal areaRemote workFlexible hoursShift workNight shift$110k - $130k
...environment? As an experienced Pay Specialist II, you will have the ability... ...for long-term, onsite client service delivery.Work you’ll... ...strategiesAssist the client Account Management, Portfolio Management, and... ..., especially income-related accountingExperience with front...Local area- Company DescriptionProSidian is a Management And Operations Consulting... ...on providing value to clients through tailored solutions based... ...Seeks a Performance Management Specialist | Human Capital Programmatic... ...Professional aligned under services related to NAICS: 541611 - Management...Full timeContract workTemporary workFor contractorsH1bWork at officeFlexible hours
- ...deliver real value to clients in a fast-paced, challenging... ...value.ProSidian is a management and operations... ...Stakeholder Engagement Specialist | Energy Technical Consulting... ...under services related to NAICS: 0 - DPLH Est... ...Department of Energy (DOE | OP) | DOE Office of...Full timeContract workPart timeH1bWork at office
- ...Tetra Tech is adding a Title 22 Specialist to our Tetra Tech team based... ...seeks to support program management, monitoring & evaluation, policy... ..., law, political science, or related field· Minimum five (5) years... ...· U.S. Teams and Clients· Infrastructure (International...Contract workFor contractorsWork at officeWorldwide
- The Trenchless Technology Specialist / Design Consultant will support... ...on delivery excellence, risk management, and application of best practices... ..., pilot tube methods, and related trenchless construction... ...maintain strong relationships with clients, understanding their needs...Full timeTemporary workFor contractorsRemote work
- ...the world. In the role of Specification Specialist II, we'll count on you to: Prepare design... ...conditions, and any other necessary and related documentsHave significant breadth of... ...organizational trust and connects us closer to the clients and communities we serve.Our...Contract workWork at officeLocal area
- ...based on the selectee's qualifications in relation to the job. In order to qualify, you... ...requirements described in the Office of Personnel Management (OPM) Qualification Standards for... ...in support of consumers, customers, and clients. Skill in communicating effectively with...Part timeWork experience placementWork at office
- ...based on the selectee's qualifications in relation to the job. In order to qualify, you... ...requirements described in the Office of Personnel Management (OPM) Qualification Standards for... ...in support of consumers, customers, and clients. Skill in communicating effectively with...Part timeFor contractorsWork experience placementWork at office
- ...public interest. An advanced intelligence-related or professional/scientific degree is... ...described in the Office of Personnel Management (OPM) Qualification Standards for General... ...in support of consumers, customers, and clients. # Skill in communicating effectively...Full timeTemporary workPart timeFor contractorsWork experience placementWork at officeTrial periodRelocation packageShift workAfternoon shift
- MetroHouse in Northern Virginia seeks a highly organized Executive, Operations & Client Care Assistant. This part-time role (15-25 hours weekly) is primarily in-person with some fieldwork and no traditional desk duties. Local candidates will partner closely with leadership...Part timeLocal area
- ...specialty services to support our clients and projects. As a Commissioning & Energy Specialist on our team in Arlington, VA,... ...and perform all commissioning related activities to include testing (... ...commissioning, as well as asset management projects. You will have the...For contractorsWork at office
$65k - $85k
...Fleet Maintenance Manager Inspiration Fleet is the... ...Inspiration Mobility Group is a specialist asset management... ...Director of Fleet Ops and will work closely with... ...Managing repair-related rental programs— Collaborate with vendors and clients to verify rental status...Contract workWork at officeRemote workMonday to FridayFlexible hours
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