Administrative Assistant jobs in the Accounting, Finance, Insurance category and Financial Services industry

Seaward Management is an investment management firm with over 2.3 billion in assets under management, that provides counseling to high net-worth clients, foundations, and retirement boards and businesses. Seaward Management offers an excellent benefits package including 100% paid medical and dental, disability, life insurance, generous 401k match, profit sharing, and competitive salaries and bonus...
full job description

Please send resume to 39957@accuick.com Our client is currently seeking a Accounting Administrative Assistant Our client is a 6 billion dollar fortune 500 company with and a market leader in self-service kiosk, our client is at the center of the self-service revolution, strategically poised between consumers who demand fast, easy and convenient options, and businesses intent on increasing revenues...
full job description

Adminstrative Assistant, Part-time – Financial Services Industry Financial Planning Firm in Lubbock, TX is seeking a talented part-time (28 hours /week) Administrative Assistant to work in a small office environment. If you are an experienced Adminstrative Assistant who wants to work four days a week in a friendly, fast-paced financial services firm where you can make an immediate contribution, th...
full job description

Are you an Administrative Assistant / Client Service Associate with Broker-Dealer and/or RIA experience looking for part-time work? Financial Advisor with a Wealth Management company in Calabasas seeks a part-time Administrative Assistant, 20-25 hours per week, with some flexibility allowed on days and times. Tasks include paperwork processing, answering phone calls, assisting clients, scanning an...
full job description

Under the direct supervision of the CFO, performs a variety of administrative, accounting, and financial duties related to company and stockholder operations that may be of a highly confidential nature. Prepares, creates, and analyzes financial and operational data on a regular or project basis in graph and chart form. Assumes responsibility for the dissemination of information, quality, quantity,...
full job description

Wealth Management Advisor with office located in Buckhead is seeking a valuable team member with a keen interest in developing a career within the financial services industry. This position has growth potential for the right candidate. This position calls for: § Ability to work independently yet collaborate with a small team in a private work environment; § Accuracy and adherence to high standards...
full job description

Gateway Services Group, LLC has a full time opening for a Licensed Investment Sales Assistant in a high volume investment sales office located in credit union branches in Denver and along the front range. Series 6 and 63/65 (or 66) licenses are required, although a Series 7 is preferred. Qualified candidate must also possess a current Colorado insurance license. Series 6 licensed candidates must a...
full job description

Client Service Associate / Sales Assistant Top tier investment firm just outside of Boston is seeking a Client Service Associate to support Financial Advisors with maintaining client accounts as well as with administrative tasks. The Client Service Associate will: Assist with opening client accounts and maintain accurate records Process customer account changes Provide reports to the FA as needed ...
full job description

Our client is looking for an underwriting assistant to join their team. The underwriting assistant will assist the underwriting team in maintaining the validity and efficiency of the underwriting process. • Support the Underwriters in the underwriting process, through administrative and research support • Complete pre-underwriting and rating support • Data verification and risk verification • Gene...
full job description

UBS is a leading global financial services firm. As part of Global Wealth Management & Business Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are one of the world's leading wealth management businesses, the premier Swiss retail ba...
full job description

UBS is a leading global financial services firm. As part of Global Wealth Management & Business Banking, UBS Financial Services Inc. provides customized finance and investment solutions to its international clientele, ranging from wealthy individuals to institutional investors to multinational corporations. We are one of the world's leading wealth management businesses, the premier Swiss retail ba...
full job description

* REGISTERED SALES ASSISTANT NEEDED FOR FINANCIAL SERVICES COMPANY * ESSENTIAL JOB FUNCTIONS AND DUTIES: · Ensures that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards. · Supports one or more registered representatives, or those with large books of business. · Solicits additional customers for registered securiti...
full job description

We’re looking for the best and brightest to join our world-class team. Upscale financial planning firm in Bloomfield Hills seeks experienced full time Licensed Sales Assistant. Candidate must be extremely professional in appearance and manner, willing to accept direction, and quick to learn new things. Must have outstanding customer service skills and be very detail-oriented. Applicant must have s...
full job description

The Assistant Complex Director reports to the Complex or Standalone Complex Director. They act in a leadership capacity by assisting in driving business growth and managing the development of the Financial Advisors (FA) in the Complex home or Standalone branch. The Assistant Complex Director may perform compliance, regulatory and administrative tasks relating to the branch that are effectively del...
full job description

The Assistant Complex Director reports to the Complex or Standalone Complex Director. They act in a leadership capacity by assisting in driving business growth and managing the development of the Financial Advisors (FA) in the Complex home or Standalone branch. The Assistant Complex Director may perform compliance, regulatory and administrative tasks relating to the branch that are effectively del...
full job description

The Assistant Complex Director reports to the Complex or Standalone Complex Director. They act in a leadership capacity by assisting in driving business growth and managing the development of the Financial Advisors (FA) in the Complex home or Standalone branch. The Assistant Complex Director may perform compliance, regulatory and administrative tasks relating to the branch that are effectively del...
full job description

JOB DESCRIPTION Position: Assistant to Financial Planning Status: Full-time Date: TBD POSITION DESCRIPTION Candidate must be able to work in a team environment to provide administrative assistance to clients of a comprehensive financial planning and investment management firm. POSITION REQUIREMENTS § Well organized, attention to detail and ability to multitask is essential. § Industry experience s...
full job description

We are currently recruiting for an Assistant Financial Planner position located in the Capital Region. This is a full-time, direct-hire position. Salary is a base plus commission structure. Ideal candidates will possess the following: - 1+ years experience in the Financial Planning industry - Assist financial planners in reviewing, analyzing and preparing financial plans for clients - Detail orien...
full job description

The Administrative Manager is responsible to be the local administrative leader for the branch including managing facilities and administrative support (e.g., CSAs, BOAs). As the Administrative Manager you may perform delegated supervisory functions and approvals and authorizations for your branch as well as for the complex. Note: Administrative Managers can not supervise or review any activities ...
full job description

We are seeking a registered assistant with the following qualifications. • Series 7 is required. Series 66 (or both the 63 & 65) • 2 years in administrative experience in the financial industry • Passion for excellence and willingness to work to exceed client expectations • Strong computer skills with an ability to multitask • Excellent organizational skill’s • Capable of effectively operating in ...
full job description

Work Location: Camp Hill, PA, United States We are seeking an uncommon professional to join our team as a Financial Sales Assistant Use your licenses, administrative and financial services knowledge to grow your career within a thriving financial advisor practice. Job Responsibilities: 1. Assist representative with client servicing (address changes, questions on acct., account changes) . Screen ca...
full job description

The Assistant Complex Director reports to the Complex or Standalone Complex Director. They act in a leadership capacity by assisting in driving business growth and managing the development of the Financial Advisors (FA) in the Complex home or Standalone branch. The Assistant Complex Director may perform compliance, regulatory and administrative tasks relating to the branch that are effectively del...
full job description

Join a Winning Team at Ventura County Credit Union! Established as a primary financial institution in Ventura County for over 60 years, Ventura County Credit Union is a financially strong and growing organization. As the largest credit union headquartered in Ventura County, VCCU has offices in Ventura, Oxnard, Camarillo, Thousand Oaks, and Simi Valley. At VCCU, we are committed to excellent member...
full job description

Join a Winning Team at Pacific NW Federal Credit Union! Founded in 1942 by a handful of Bonneville Power Administration employees, Pacific NW Federal Credit Union has continued to grow and now has over 15,000 members. Pacific NW Federal Credit Union is a member-owned financial cooperative existing to provide high quality products and services, which enable our membership to achieve financial healt...
full job description

Client Service/Sales Assistant – Financial Services Industry If you are an experienced Client Service/Sales Assistant/Registered Sales Assistant who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity! A well established, wealth management firm in Southfield seeks a talented and professional Client Se...
full job description