Associate jobs in the Administrative & Clerical category and Financial Services industry

Office Manager/Hedge Fund OperationsAssociate We are an investment manager/hedge fund in Manhattanseeking an office manager/hedge fund operations associate. The ideal candidate is intelligent, has good judgment,takes initiative, and excels in a fast-paced, small company environment. No experience in financial services is required, but an aptitude and willingness to learn about finance and back off...
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Data Entry Associate Perform data entry and administrative functions for the Mortgage Recording department. RESPONSIBILITIES: *Enter critical data into the company database in an accurate and timely manner to ensure records are accurate and complete for issuance of title policy. *Review reports as assigned by management and enter missing information to ensure reports are correct and that subcontra...
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ABOUT US We are a family owned and operated wealth management firm spanning three generations that has been in Farmington, Connecticut since 1984. We specialize in investment management, financial planning, accounting/tax services and retirement planning for individuals and businesses. We are affiliated with LPL Financial. ABOUT THE JOB: Financial Services Administrative Associate We are looking f...
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Job Summary and Mission: The Registered Client Service Associate supports the business operations of a team of Financial Advisors. This position is not limited to handling and/or addressing all the client's operational and administrative needs. Job Responsibilities: * Provide service to UBS clients by responding to clients requests and addressing inquiries to different areas as appropriate * Provi...
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Curian Clearing LLC has an opening for a Temporary Associate. Curian Clearing provides clearance and settlement services for Curian Capital’s clients and investors, including trade execution, new account opening, check deposits, withdrawals, and account transfers. Curian Capital is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals. Cu...
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Registered Financial Associate (Edina, Minnesota) Our employees share a passion for client service and having fun. Are you interested in joining our “client-first” mission? Benjamin F. Edwards & Co. is seeking an experienced Financial Associate in the Minneapolis, Minnesota suburb of Edina to provide dedicated operations and sales support to a high level Financial Consultant and group. Essential D...
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Office Services Associate Position Objective: First Shift Position. Be an inventive thinker to be able to quickly resolve task as hand. Daily bulk Printing and mailing of numerous jobs in a multi-printer environment accurately and efficiently. Perform other miscellaneous tasks as necessary. You must be highly dependable. You must be able to work independently with a high level of integrity and acc...
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POSITION SUMMARY The individual selected for this role will provide professional level support to all branches regarding Voluntary Reorganizations. Candidate will work closely with all Operations Teams to ensure timely and accurate delivery of time-sensitive information and will act on instructions from the field for all client accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Accurate and timely no...
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CSA works in a team based environment at the UBS Wealth Advice Center, a national branch of UBS. A CSA's duties will include Account Maintenance, New Accounts Establishment, Disbursements, journals and fed wires. Assisting client's of the Investment Center, the firm and Financial Advisor with Service and Problem Solving....
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Description: Provide comprehensive support to Wealth Management Sales Team(s) in servicing, maintaining and growing their high net worth book of business. Additionally, this position will focus on the construction of Excel and PowerPoint presentations which require the analysis of large datasets and a fundamental understanding of portfolio performance metrics and asset allocation strategies. Respo...
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Job Purpose: Serves customers by selling products; meeting customer needs. Duties: * Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily work schedule to call on existing or potential sales outlets and other trade factors. * Adjusts content of sales presentations by studying the type of sales outlet or trade factor. * Focuses sales efforts by s...
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Seeking an Investor Relations professional to join the IR team at a hedge fund's Manhattan office. Will be responsible for managing investor inquiries, assisting in the preparation of quarterly earnings, monitoring stock activity, building a network of retail brokers, developing PowerPoint presentations for road shows and conferences, and additional marketing projects. The ideal candidate will hav...
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We are an independent investment advisory firm located in South Tampa looking for a licensed and experienced professional to join our team. We are a family business that operates based on biblical principles. This individual will be responsible for many facets of the business. Responsibilities include: Answering Phones, greeting Clients, processing investment paperwork, managing some Insurance rel...
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Provides assistance to Wealth Management team. The ideal candidate will be experienced in handling a wide range of administrative support related tasks and will be able to work independently as well as part of a team. This person must be exceedingly well organized, flexible, proactive, resourceful, and efficient with a high level of professionalism and confidentiality....
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Please note: Your application to this job will be a direct email to an Ameriprise recruiter. When you apply, simply submitting an email address does not mean you've applied. Please, ensure you complete the entire application process to be considered a candidate. If you are having difficulty applying for this job or you're leveraging a free email account (ie: gmail, yahoo, hotmail, etc.) please ema...
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ADMINISTRATIVE ASSISTANT Commercial Real Estate Investment Company located in North Dallas is looking for a bright individual to perform all administrative duties: · Correspondence/Filing · Travel · Answer Phones · Maintain and order supplies and equipment. · Act as liaison to building management, IT provider, phone provider. · Support Managing Partner, Sr. Vice President, Investor Relations Assoc...
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Job Purpose: The mission of the Calvert Human Resources Department is to help Calvert Investments, Inc. cultivate a culture of associate excellence and engagement. This part-time position is responsible for greeting guests, clients, and associates in Calvert’s reception area in a professional, friendly, and hospitable manner, and administering several human resource programs in accordance with pol...
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POSITION SUMMARY This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will posses...
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Job Description Assistant Office Manager needed for the Law Offices of Colmenares &Tomilowitz, which is a law office providing Chapter 7 and 13 bankruptcy relief to mostly Spanish speaking clients. Position requires a responsible individual to work closely with the General Manager by overseeing employees and providing professional customer service to clients. Job Responsibilities · Oversee employe...
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Responsibilities Placing orders with suppliers or vendors and ensuring that documentation is in order, with terms and conditions being clear. Checking if there is enough stock in the inventory to meet requirements. Forwards available inventory items by verifying stock; scheduling delivery. Prepares purchase orders by verifying specifications and price; obtaining recommendations from suppliers for ...
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POSITION SUMMARY This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will posses...
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POSITION SUMMARY This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will posses...
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POSITION SUMMARY This individual will provide administrative, client, and marketing support to one or more Financial Advisors (FAs) to enhance and grow their business. Roles and responsibilities may vary dependent upon the FA or team structure. Demonstrates extreme competence in all major areas of responsibility and operates with a relatively high level of independence. This individual will posses...
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PENN MUTUAL FIELD OFFICE POSITION DESCRIPTION TITLE: Office Manager SALARY REPORTS TO: Managing Partner DATE: October 2008 FLSA: Primary Functions Assist the Field Manager in operating a financially successful office by leading and developing an efficient and efficient staff of associates, overseeing daily office operations and enhancing the productivity of the sales force so that the office achie...
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Immediate Opening for a Financial Services Assistant Career Postion. Carla Campbell CPA CFP has a part-time Financial Services Assistant position available at her Carlsbad office located off Interstate 5 in La Costa. Job responsibilitiesinclude,but are not limited to,screening phone calls, scheduling and confirming client appointments, client administrative support, processing account paperwork an...
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