Full-Time Office Assistant jobs in the Financial Services industry

Responsibilities: Administration and Office administration: Manage CEO calendar, scheduling, travel, phones, correspondence (some PA work as requested) Manage administrative team (receptionist) Maintain all office equipment, order supplies, maintain kitchen and common areas Liaise with IT team to address computer/phone/network/misc. tech issues Liaise with all office vendors, analyze bids and main...
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Description of Company/Organization: Established in 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full-service, financial services firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize...
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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. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides...
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Kerkering Barberio Financial Services, Inc. is currently seeking a Research Assistant for its Sarasota office. This entry-level position supports the investment advisory process for the clients and representatives of KBFS. Duties include maintaining the account database utilizing web-based products, providing timely analysis of account characteristics and performance, preparing reports and support...
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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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Mortgage Banking Trainee, Sales Assistant Exceptional company seeking exceptional people! Are you looking for the opportunity to further your career with a fun-loving, fast-growing company?Enthusiastic and energetic individuals looking to enter the mortgage industry and become part of a highly successful team of mortgage professionals are encouraged to apply. As the mortgage industry continues its...
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Summary: An Administrative Assistant’s primary responsibility is to service the department and/or group of individual members of a department that the Administrative Assistant is dedicated to. This position is responsible for assisting Account Executives and/or Researchers to communicate with the legal claimants (e.g. heirs, estate representatives, etc.) of a deceased account owner’s asset. Duties...
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Firm Profile Full-time position available for an administrative assistant working for a Certified Financial Planner® with over 20 years of experience associated with a Fortune 500 company. Our practice offers flexibility, a team atmosphere, and opportunities for growth. Qualifications Bachelor’s degree required. Experience with insurance and/or investments helpful but not necessary. Health and Lif...
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A Midtown Private Equity Firm is seeking an Administrative Assistant to support four Associates. Job Responsibilities: · Coordinating and arranging travel plans and itineraries · Telephone coverage · Proactive calendar management · Scheduling internal and external meetings · Organizing and processing expense reports in a timely manner · Other duties as required Qualifications and Skills: · Prior a...
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Please send resume to: revi@wallstreetpersonnel.com Top large investment management firm located in downtown Los Angeles is looking for a smart recent college graduate to join it's trading and research team. This individual will be working as a trade assistant in all aspects of support, operations, administration and some analytical work. This role will move into a trade role, and CFA will be requ...
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JMG Financial Group, Ltd. is one of the largest independently owned fee based financial planning firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. JMG is seeking a full time financial planning assistant. This individual should possess a Bachelor’s Degree in Finance, Accounting, or the like. The position requires basic knowled...
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Family Office and Registered Investment Advisor seeks sharp grad with 2+ years experience. Upbeat positive personality for dynamic company. Strong attention to detail. 8:30-5:30. Responsibilities include: - Special projects involving Excel for principals - Assist in setup of firms compliance process and maintenance - Work with principals developing Pitchbooks for clients - Organization and mainten...
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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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Professionals from a variety of backgrounds have found new success at ICM. By becoming an Independent Financial Advisor, you can run your business, determine your compensation, and redefine your future all with the support, training, and mentorship of a leader in the Financial service industry. We take a personal approach to business and wealth management that starts with a face-to-face meeting be...
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