Administrative Assistant jobs in the Financial Services industry

Pacific Capital Resource Group, Inc. is one of the fastest-growing financial services firms in the Northwest, currently directing the financial lives and managing the assets of thousands of individuals and businesses in the Puget Sound region. We are seeking high-caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high-income tax bracket individual...
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Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks an administrative assistant to provide the highest level of administrative support to Principals and their directs in Participant Services Your primary duties and responsibilities: Answers management phones and responds to internal and external calls. Takes and relays messages. Evaluates...
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Extraordinary opportunity for one (1) Self-motivated, energetic person to work as administrative/service assistant for a fast paced and rapidly growing well known independent investment advisory firm. We manage stock, bond and mutual fund portfolios, insurance (including annuities and IUL’s). This position is known in the brokerage business as a sales assistant, but this is NOT a sales job, it is ...
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CFC: Created and Owned by America's Electric Cooperative Network Here is your chance to work for a financial services company dedicated to rural America that offers a fast-paced challenging environment with the benefits of a collaborative team! Since its formation in 1969, National Rural Utilities Cooperative Finance Corporation (or CFC) of Dulles, Virginia has provided loan and investment solutio...
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Administrative Assistant (Temp to Perm) $9-10/ hr Prestigious financial service conglomerate (located in Marlborough MA) seeks individual with 2+ years diversified administrative and operational skills to handle busy office. Perform wide variety of tasks. Typing, formatting and editing correspondence and reports. Organize and prepare materials for use in presentations. Schedule meetings and events...
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About Capital Analytics: Capital Analytics is a wholly owned subsidiary of Neuberger Berman located in Dallas, Texas. Capital Analytics provides record-keeping, reporting and transaction management services to the Private Equity community. Capital Analytics currently oversees fund administration across various asset classes including: Merchant Banking, Venture Capital, Real Estate and Fund Related...
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Administrative Assistant We are currently seeking an Administrative Assistant to support a team of professionals for a growing company in Chicago. The chosen individual will assistmultiple members within the organization and handle all front desk operations. Specific responsibilities include: Answer phones and greet clients and customers Order and maintain inventory of office supplies Assist with ...
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Responsibilities · Provide administrative support for members of the Intermediary Sales and Client Service teams · Flexibility for support or back-up of Institutional or Wealth Management sales channels as needed · Schedule internal and external meetings and conference calls, coordinate conference rooms, luncheons, etc. · Answer, screen and route high volume of highly time sensitive phone calls; c...
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Company Overview: Capital Crossing is an industry leading underwriter, investor in and servicer of commercial real estate and small business loans. Since 1987, the company has purchased and managed more than $3 billion in assets nationwide, both for its own account and for its strategic partners. It has built its business model and reputation on a strong central core – its people. Our culture is o...
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ADMINISTRATIVE ASSISTANT/FINANCIAL SERVICES Small, busy investment office is seeking a progressive employee with good interpersonal skills who enjoys working with people, dresses in professional business attire and completes all tasks requested by Supervisor. The Administrative Assistant is responsible for working in the areas of administrative roles, client services, coordination and operations. ...
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Allatoona Appraisal is a long established local Real Estate Valuation and Consulting Firm specializing in both Residential and Commercial property appraisals and seeks to fill an immediate opening for an Office Manager/Administrative Assistant position in our Kennesaw, GA office. Major Responsibilities: Management of office administrative functions Scheduling appointments and maintaining detailed ...
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Executive Sales & Marketing Administrative Assistant McKinley Resources is a small entrepreneur-based organization focusing on Chemical Distribution. The company operates out of a virtual office with a heavy reliance on communication technology, e.g. telephone, computer, scanner, and fax. Employees operate from their homes and log into a remote computer. The McKinley organization is very family fr...
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Seeking an administrative assistant to perform a wide range of administration and office support activities to facilitate the efficient operation of our organization. Will be required to: Prepare and modify documents including correspondence, reports, drafts, memos and emails. Complete special projects and other responsibilities as assigned. Schedule appointments and greet clients upon arrival. Ma...
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Administrative Assistant – Investment Research Seeking an Administrative Assistant to support the research team of a great investment firm just outside of Boston. This is a terrific part-time opportunity - can be flexible with schedule! This is the ideal role for an admin with up to one year of experience and an interest in investments! The Administrative Assistant will: Schedule meeting and coord...
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We're looking for the best and brightest to join our world-class team. Upscale financial planning firm in Bloomfield Hills seeks candidates for Administrative Assistant position. The right person is hard working, has a professional demeanor, and excellent communication skills. Must be detail-oriented and able to multi-task. Financial/Securities industry experience a definite plus. The right candid...
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Receptionist/Administrative Assistant We are a growing financial planning and investment firm dedicated to helping our clients realize their financial goals. A Hefren-Tillotson Receptionist: Greets all visitors, determines the nature of business, and announces visitors to appropriate personnel; appropriately handles inquiries from the public, and provides information relating to the Firm; monitors...
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Law Rabobank Rabo AgriFinance Legal Administrative Assistant Cedar Falls agricultural finance company seeks administrative assistant for its legal department. General law office duties include document drafting, document management, subpoena responses, filing, data entry. Excellent communication, self-motivation and ability to manage multiple projects simultaneously is required. 7+ years prior exp...
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Investment Adviser/ Multi Family Office located in Stamford, CT needs Administrative Assistant/ Bookkeeper Responsibilities: - Special projects involving Excel for principals - Assist in setup of firm’s compliance process and maintenance - Work with principals developing Pitchbooks for clients - Organization and maintenance of clients files for principals - Data entry/ journal entries/ QuickBooks ...
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We are Cornerstone Private Asset Trust Company LLC, a growing South Dakota chartered trust company with offices at Sioux Falls' Western Mall. Our motto is that we are a public trust company with the service and personal touch of a private trust company or family office. We know our clients, and along with diverse product offerings customized to our clients’ needs, we strive to provide excellent se...
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AllianceBernstein is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world. AllianceBernstein employs more than 500 investment professionals with expertise in growth equities, value equities, fixed income securities, blend strategies and alternativ...
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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...
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An Office Assistant who can provide clerical support to assigned department by using administrative systems, procedures and policies and monitoring and completing various administrative projects. In this capacity, the Assistant will be assigned with supplying administrative support to all levels of management team and staff. Manage mail with attention to due dates and actions required in the datab...
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Receptionist / Administrative Assistant Exciting opportunity to join a Boston investment as a Receptionist / Administrative Assistant for a temp position. Must be able to balance multiple tasks and work well in a fast paced, friendly environment. The Receptionist / Admin will manage front desk, answer phones, greet clients and ensure guests are pre-cleared. Will monitor company calendar, schedule ...
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Administrative Assistant A dynamic investment firm in Boston is seeking an Administrative Assistant to join a very busy team for a 1-3 month temporary assignment. The Administrative Assistant will: Answer and direct phone calls Set up conference calls, coordinate meetings and manage calendars Arrange travel Prepare expense reports Maintain the company database and organize contacts and files Proce...
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Pacific Capital Resource Group, Inc. is one of the fastest-growing financial services firms in the Northwest, currently directing the financial lives and managing the assets of thousands of individuals and businesses in the Puget Sound region. We are seeking high-caliber individuals who will succeed in a fast-paced, dynamic environment. Our market is comprised of high-income tax bracket individual...
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