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  •  ...Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should... 
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    Staffmark Group

    Newport Beach, CA
    3 days ago
  • $65k - $110k

     ...Administrative Assistant for Private Wealth Management Provides administrative support to Region Head for Private Wealth Management in Seattle Region in a complex team environment. Proactively coordinate and maintain complex and extremely detailed calendars, including... 
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    Goldman Sachs

    Seattle, WA
    6 hours ago
  • Back Wealth Management - Administrative Assistant - Trust Administration LEX #42-8953 Frankfort, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco... 
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    WesBanco Bank Inc.

    Frankfort, KY
    4 days ago
  • A reputable financial institution in San Diego is seeking an Administrative Assistant to provide essential support for managers and team members in a growing wealth management business. Responsibilities include greeting clients, scheduling meetings, preparing documents... 
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    Northern Trust Corp

    San Diego, CA
    3 days ago
  • $44k - $46k

    Private Wealth Management Administrative Assistant - Dallas Private Wealth Management Administrative Assistant - Dallas This range is provided by Advantage xPO. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay... 
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    Advantage xPO

    Dallas, TX
    4 days ago
  • A leading wealth management firm is seeking an experienced Executive Assistant in Iselin, New Jersey. In this role, you will manage diverse administrative tasks, supporting team members and enhancing operational efficiency. Responsibilities include calendar management,... 
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    EisnerAmper

    Woodbridge, NJ
    2 days ago
  • Maggard Wealth Management , a retirement-focused financial advisory firm based in Springhill, FL , is dedicated to helping individuals and...  ...financial security. We look forward to adding a Wealth Management Assistant who will be instrumental to our team’s ongoing success. If... 
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    Monday to Friday
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    Maggard Wealth Management

    Spring Hill, FL
    2 days ago
  • $42k - $57k

     ...with internship or other business-related experience who may be considering a career in Wealth Management. We are looking for a self-starter to become a Wealth Management Assistant as part of our Middle Office Team located in Westerly, RI. This position is an on-site role... 
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    The Washington Trust Company

    Westerly, RI
    1 day ago
  • $21.5 - $24.5 per hour

    Overview The Wealth Management Assistant I provides essential support to Wealth Advisors and Trust Officers by facilitating new account onboarding, assisting with investment and account reviews, coordinating marketing initiatives, and delivering high-quality client service... 
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    Local area

    Tompkins Financial Advisors

    Pittsford, NY
    4 days ago
  •  ...Administrative Assistant Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced,...  ...executives and assistant colleagues to ensure seamless calendar management, meeting coordination, travel logistics, and day-to-day... 
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    Goldman Sachs

    Dallas, TX
    3 days ago
  • $70k - $110k

     ...Executive Assistant Provide high-level, proactive administrative support to a complex team of Managing Directors, lenders, and underwriters. This role requires a high degree of multitasking, discretion, and the ability to navigate a dynamic corporate environment.... 
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    Goldman Sachs

    New York, NY
    2 days ago
  • $66.7k - $110.1k

    A leading financial institution is looking for an Executive Assistant to support the Head of PGIM Wealth & Product Law. The role includes managing complex administrative tasks, coordinating travel, and handling confidential information. Candidates should have a proven... 
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    Prudential Financial, Inc

    Newark, NJ
    4 days ago
  • $27k - $38k

    A wealth management firm in Mooresville seeks a Financial Office Assistant to support client service, manage paperwork, and ensure smooth operations. In this role, you'll assist with account management, monitor transactions, and help keep our advisors organized. Ideal... 
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    Kestra Financial

    Mooresville, NC
    5 days ago
  • A leading investment services provider is seeking an Investment Assistant II to support Financial Advisors in wealth management. This role involves managing client onboarding, scheduling appointments, and ensuring compliance with regulations. Candidates should have 3+ years... 
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    Full time

    Citizens Bank

    Bristol, RI
    4 days ago
  •  ...Administrative Assistant The Administrative Assistant provides essential day-to-day support to ensure the smooth and efficient operation of the team. This role is primarily responsible for managing complex schedules, coordinating meetings, processing expense reports... 
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    Minnesota Jobs

    Saint Paul, MN
    3 days ago
  •  ...Administrative Assistant Paladin Consulting is currently hiring an Administrative Assistant to join our team working onsite at our client's office located in Richardson, TX. We work with companies that offer environments for our employees to contribute, learn, and advance... 
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    Paladin

    Richardson, TX
    3 days ago
  • $21.4 - $24.5 per hour

    A financial services provider in Kansas City seeks an Administrative Assistant II to provide essential administrative support. This role entails keeping organized records, managing confidential information, and performing various office duties. Candidates should have at... 
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    Full time
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    Commerce Trust

    Kansas City, MO
    5 days ago
  • $65k - $110k

     ...professional in Seattle to provide comprehensive support to senior executives. This role involves coordinating complex calendars, managing confidential information, and ensuring smooth communication with clients. The ideal candidate should possess excellent organizational... 

    Goldman Sachs

    Seattle, WA
    2 days ago
  • $61.59k

     ...logging into the careers section of the system. Job Description At Regions, the Wealth Management Relationship Team Administrator (RTA) - Safe Act will lead the area’s Wealth and Trust Assistants to ensure quality service to both internal partners and clients. The RTA will... 
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Tampa, FL
    3 days ago
  • $70k - $110k

    Job Description tbd Salary Range The expected base salary for this New York, New York, United States-based position is $70000-$110000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs...
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    Goldman Sachs

    New York, NY
    1 day ago
  • A national investment services provider is looking for an Investment Assistant II passionate about Wealth Management. In this role, you will assist Financial Advisors by managing client relationships, onboarding new clients, and ensuring adherence to regulatory standards... 
    Full time
    Work experience placement

    Citizens

    Oklahoma City, OK
    5 days ago
  •  ...services provider is hiring for the Investment Assistant II role in Johnston, RI. This position...  ...to maximize revenue production by managing client relations, processing new account...  ...communication skills and a background in banking or wealth management as well as the ability to... 

    Citizens Bank

    Johnston, RI
    1 day ago
  • $80k - $90k

     ...Job Description Job Description J ob Title: Wealth Management Executive Assistant Location: Lutz, FL Status: Full-time, In-office Compensation: $80,000 - $90,000 We are a tight-knit wealth management firm serving successful professionals business owners... 
    Full time

    Transcend Practice Management

    Lutz, FL
    27 days ago
  • $100k - $153k

     ...Credit Risk Officer - Wealth Management Assistant Vice President New York, NY Deutsche Bank's Private Bank business is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well... 
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    Deutsche Bank

    New York, NY
    4 days ago
  • $22 per hour

     ...A global financial services firm is seeking a Contracted Administrative Assistant to support its Asset & Wealth Management team in Philadelphia. This role will provide essential administrative and operational support to a busy office environment and will interact closely... 
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    Immediate start

    Career Group

    Philadelphia, PA
    3 days ago
  • $95k - $110k

     ...Jefferies Wealth Management Cross Border Manager Administrative Assistant: Find out if this opportunity is a good fit by reading all of the information that follows below. Role Overview Jefferies Wealth Management is seeking a highly organized, proactive... 
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    Jefferies

    New York, NY
    14 hours ago
  • $22.82 - $37.21 per hour

     ...administrative support for a team or multiple teams within our Wealth Management group, including proposals/presentations, billing, projects...  ...s opportunities Direct client onboarding and ongoing assistance: Client onboarding materials Document preparation... 
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    Flexible hours

    Plante Moran

    Southfield, MI
    4 days ago
  • $18 per hour

    A premier financial firm is seeking a high-caliber Executive Assistant to support the Lead Wealth Manager. This part-time hybrid position involves managing schedules, tracking expense reports, and handling personal logistics while ensuring executive efficiency. Candidates... 
    Hourly pay
    Part time
    Work at office
    10 hours per week

    Discovery Wealth Management

    Zionsville, IN
    1 day ago
  • $47k - $52k

     ...We are an established, women-owned and women-led wealth management firm based in Rochester, New York with approximately $140 Million in assets...  ...an exceptional client experience. The Administrative Assistant will serve as a key point of contact for clients and provide... 
    Full time
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    TalentLink Solutions

    Rochester, NY
    3 hours agonew
  • Join J.P. Morgan Wealth Management in a high-impact role where you'll partner directly with the CEO to provide support to the day to day activities shape business strategy and drive execution. You'll work at the center of a business serving millions of investors across... 
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    JPMorgan Chase & Co.

    New York, NY
    5 days ago