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

Southwest Securities, Inc. is the principal broker/dealer subsidiary of SWS Group, Inc., and is a member of the New York Stock Exchange and other major exchanges. The firm offers a complete range of investment services through its Private Client Group offices and provides access to the capital markets through its investment banking, trading, and market making activities. Southwest Securities, Inc....
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Join a winning team at PSECU! Pennsylvania State Employees Credit Union (PSECU) started over 75 years ago, and is the credit union of choice for hundreds of businesses and organizations across the great state of Pennsylvania. PSECU is proud to be one of the largest credit unions in Pennsylvania with more than 400,000 membersand over $3.5 billion in assets. To learn more about PSECU, visit www.psec...
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Wescom Financial Services is seeking a Sales Representative Assistant to work out of KeyPoint Credit Union in San Jose, CA.The position provides support for Financial Consultants. Increases the time Financial Consultants can spend on business development activities by providing administrative support. Main Job Responsibilities: · Provides a variety of functions including the follow up with the bro...
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RJL Wealth Management, LLC is currently seeking a licensed Series 7 and 66 Support Advisor or Advisor Assistant (Financial Services) for our retail branch office in Houston, TX. This career opportunity is for a Support Advisor orAdvisor Assistant whowill assist an established Financial Advisor with the administrative and operational demands of a successful, fast-paced financial planning office. Ar...
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Financial Planning/Investment Management Assistant Financial Planning Wealth Management office seeking a qualified candidate to fill a full-time salaried position of Financial Planning/Investment Management Assistant. Requirements: Bachelor degree from accredited university Three years of experience in financial services industry or Financial Planning degree Series 7 license Advanced knowledge of ...
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Financial Services: Sales Assistant Location: Austin, Texas (Westlake Hills) Hours: 8:00 – 5:00 Requisites: The position requires a well-organized professional, with a minimum two years of experience as a sales assistant, preferably in the financial services industry. Advisory and broker-dealer experience is preferred. Candidates must have exceptional client service abilities. Critical thinking ca...
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Join a winning team at Sound Credit Union! Established in 1940, Sound Credit Union has over $1 Billion in assets and more than 107,000 members. We aspire to maintain high standards to provide Credit Union members the full-service financial and investment services needed to help them make smart financial decisions. The credit union is looking for the right person to help build on the success of the...
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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...
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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...
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Financial Assistant A Hefren-Tillotson Financial Assistant provides support to financial advisors in a fast-paced, multi-task environment by acting as the liaison between the client and operational/administrative tasks such as: respond to client calls; open and process new accounts; maintain and monitor account and portfolio information; research and resolve client issues and requests; organize ad...
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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...
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Job Purpose: Supports financial advisors in their daily actvities. Duties: * Provides client services by setting-up accounts; processing buy/sell authorizations, deposits, and withdrawals; gathering information for clients' other advisors, such as, attorneys and accountants; preparing documents; completing settlements; coordinating requirements with operations and back-office support. * Resolves c...
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Spire Investment Partners, LLC ("Spire") is the parent company of Spire Securities, LLC, a FINRA Member broker/dealer and Spire Wealth Management, LLC a Federally Registered Investment Advisor. Spire's operations home office is located in Reston, VA with branch offices throughout the country. Spire is currently searching for an operations associate with the following experience: •Strong customer s...
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Job Fair (Full-Time/Part-Time/Entry Level/Manager) Job Description We are looking for job seekers from all types of backgrounds and industries to participate in our Job Fair! Whether you are currently seeking employment or are currently employed and looking to take the next step in your career, we have opportunities for every type of job seeker at our Job Fairs. Our mission is to connect the best ...
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Job Fair (Full-Time/Part-Time/Entry Level/Manager) Job Description We are looking for job seekers from all types of backgrounds and industries to participate in our Job Fair! Whether you are currently seeking employment or are currently employed and looking to take the next step in your career, we have opportunities for every type of job seeker at our Job Fairs. Our mission is to connect the best ...
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Job Description: A. Job Summary: The Service Specialist is responsible for Participant influence and service resolutions and being a key member of the Service Team in many of the activities associated with the ongoing and proactive service to existing and new Participants. A Service Specialist is responsible for managing the transaction process from start to finish for each assigned Participant. T...
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Hours: Monday - Thursday 9:00 - 3:00; Friday 7:30 - 11:00 Job Description: A. Job Summary: The Service Specialist is responsible for Participant influence and service resolutions and being a key member of the Service Team in many of the activities associated with the ongoing and proactive service to existing and new Participants. A Service Specialist is responsible for managing the transaction pro...
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We are looking for Investments Advisors with existing clients who are looking to grow their business as an Independent Investment Advisor. You will own your book of business, receive competitive payouts, enjoy freedom in your schedule, and safeguard client assets at one of the safest and largest custodians in the world. You may be leaving a bank, insurance company or brokerage house, either way we...
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