wealth management assistant

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 About Goldman Sachs
 <br/>
 <br/>
 At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it&rsquo;s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
 <br/>
 <br/>
 Asset and Wealth Management
 <br/>
 <br/>
 <strong>
  Goldman Sachs Asset &amp; Wealth Management provides advice, investing and execution for institutions and individuals across public and private markets.
  <br/>
  <br/>
 </strong>
 Our Asset Management business is one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
 <br/>
 <br/>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.
 <br/>
 <br/>
 Job Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Support the oversight of ~200+ Administrative Assistants across Asset &amp; Wealth Management Americas
  </li>
  <ul>
   <li>
    Partner closely with AWM Leadership and Admin Manager to support performance management, development, and engagement across the AWM Americas Administrative Assistant population.
   </li>
   <li>
    Work with Admin Manager to allocate and assign assistant coverage in coordination with Business Unit COOs.
   </li>
   <li>
    Build relationships across various internal stakeholders including Business Unit Managers and Business Unit COOs, acting as a trusted partner advising on coverage models, headcount and contingent labor needs, and assistant talent decisions aligned to business priorities.
   </li>
   <li>
    Drive project management related to event planning, including but not limited to townhalls, year-end, milestone achievements, etc.
   </li>
   <li>
    Own onboarding and integration strategy for all new joiners (both full-time employees and contract workers), partnering with business stakeholders to deliver customized training programs.
   </li>
   <li>
    Build and maintain training programs for administrative assistant population across the division to enhance knowledge of existing resources, new resources and divisional subject matter, including the development of best practice and procedure documents for relevant firm platforms.
   </li>
   <li>
    Support the end-to-end recruiting efforts for Administrative Assistants across full-time and contract hiring pipelines, including sourcing strategy, interview coordination and offer approval processes.
   </li>
   <li>
    Champion efforts to uplift talent capabilities, enhance engagement, and strengthen organizational health.
   </li>
   <li>
    Manage staff augmentation and contingent worker budgets, including forecasting, tracking spend, approvals, and reporting; manage vendor/agency coordination.
   </li>
   <li>
    Coordinate with contingent worker management to lead recruitment, feedback process, contract extension and conversion process
   </li>
   <li>
    Organize regular catchups and touchpoints with assistant population across the division, provide support for ad-hoc queries.
   </li>
   <li>
    Develop strategic communication plan with administrative assistant population to enhance connectivity.
   </li>
   <li>
    Own various operational functions including time management approvals and reporting management systems.
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong proactive team player able to work efficiently and effectively in handling multiple tasks
  </li>
  <li>
   Excellent organizational and communications (written and verbal), skills
  </li>
  <li>
   Innovative thought processes and proactive time management
  </li>
  <li>
   Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders
  </li>
  <li>
   Ability to handle sensitive, confidential information with the utmost discretion
  </li>
  <li>
   Familiarity with RMS, Cyborg, Anaplan, Fieldglass and related internal systems is required
  </li>
  <li>
   Advanced proficiency in platforms such as Smartsheet, Sharepoint, Microsoft Word, Excel and Power Point
  </li>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   3-5 years of relevant work experience
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Administrative Assistant Manager, Associate, New York

Hightower Advisors

Your Future Team
<br>Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
<br><br>
<b>Characteristics you will need for this role:</b><br>
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
Job Summary
<br>We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
<br><br>
What You’ll Do
<br><ul>
<li>Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.</li>
<li>Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.</li>
<li>Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients with questions, requests and/or issues related to various financial planning and investment topics.</li>
<li>Assist in analysis of clients outside holdings.</li>
<li>Gather information, prepare and follow up on updated net worth summaries and other financial information.</li>
<li>Request, scan and electronically file client tax returns and update CRM for advisor review.</li>
<li>Assist with documenting policies and procedures for the development of financial plans and other related workflows.</li>
<li>Compose and prepare correspondence and client documents, including spreadsheets and reports as required.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Assist Wealth Advisor in monitoring clients’ portfolios.</li>
</ul>
Required Skills
<br><ul>
<li>Interpersonal, listening and written/verbal communication skills.</li>
<li>Must be organized, analytical, able to multi-task and proactively research and solve problems.</li>
<li>Able to work independently and establish priorities.</li>
<li>Proficiency in Word, Excel, CRM and Outlook.</li>
<li>Working knowledge of a variety of investment tools.</li>
<li>Excellent follow-through and communication to team members regarding status of open items.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Team player, able to work well with all levels of the practice, and clients.</li>
</ul>
What You’ll Bring
<br><ul>
<li>Bachelor’s Degree</li>
<li>Two or more years of experience in a similar position</li>
<li>Series 65 license, other licenses may be required over time</li>
<li>Must be willing to increase knowledge of the industry through continuing education</li>
</ul>
What We Offer
<br><ul>
<li>Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
<b>AN EQUAL OPPORTUNITY EMPLOYER:</b> Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
<br><br>
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Paraplanner - Natoma Wealth

Financial Advocates

<p><b>Job Title:</b> Administrative Assistant, Financial Services</p><p><b>Located: </b>Bend, OR</p><p><b>Job Description:</b></p><p>Ocean&rsquo;s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering an exceptional client experience and are interested in the financial services industry, this position is for you.</p><p><b>Essential Duties and Responsibilities: </b></p><p>Duties include but are not limited to:</p><p>o Prepare and process new account paperwork for advisors and clients</p><p>o Prepare any additional follow-up forms for clients per advisor&rsquo;s request</p><p>o Create and maintain client accounts</p><p>o Manage and handle advisor notifications</p><p>o Setup meetings and maintain calendars</p><p>o Follow through with all paperwork to ensure it is in good order</p><p>o Manage in and outbound call with professionalism</p><p>o Mail agreements, brochures, and other client account paperwork to clients</p><p>o Research and resolve account issues or miscellaneous questions for clients and advisors</p><p>o Maintain files and prepare correspondence and documents for advisors and clients</p><p>o Maintain a professional office environment</p><p><b>Competencies: </b></p><p>To perform the job successfully, an individual should demonstrate the following competencies:</p><p>o Strong technology/computer aptitude</p><p>o Identify and resolve problems in a timely manner</p><p>o Intuitive and resourceful to gather, analyze and resolve complicated issues</p><p>o Respond promptly and accurately to client questions and needs</p><p>o Meet commitments and maintain confidentiality</p><p>o Exhibit sound and accurate judgment</p><p>o Demonstrate accuracy and thoroughness</p><p>o Monitor own work to ensure quality</p><p>o Strong attention to detail</p><p>o Strong time management skills</p><p>o Thrive in a fast-paced environment</p><p><b>Education and/or Experience:</b></p><p>Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.</p><p><b>About Ocean&rsquo;s Edge:</b></p><p>Ocean&rsquo;s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client's financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client&rsquo;s unique goals and circumstances.</p><p><b>How to apply:</b></p><p>If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of <b>Danny </b>and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume's file name.</p><p>If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.</p><p>We look forward to hearing from you!</p><p>Pay: $18.00 - $25.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Administrative Assistant

Oceano Apex LLC

<p>Job Title: Office Administrator Specialist</p><p>Location: Ontario Towers in Business Bay, Dubai, U.A.E.</p><p>Reports To: Director</p><p>Job Type: Full-Time</p><p>About the Company:</p><p>Oceano Apex LLC is a start-up wealth management firm based in Dubai, specialising in offering personalized financial advisory and investment services to High Net Worth Individuals. With a commitment to excellence, trust, and innovation, we are shaping a new standard in the wealth management industry. We are looking for energetic and professional talent ready to grow with us.</p><p>Job Summary:</p><p>We are seeking a highly organized, resourceful, and proactive Office Administrator Specialist to provide comprehensive support to the Director and handle office coordination tasks. This role requires a multi-tasker with excellent communication skills who can independently manage both corporate and personal responsibilities with integrity and discretion.</p><p>Key Responsibilities:</p><p>1. Office &amp; Administrative Support</p><p>Manage daily office activities to ensure operational efficiency.</p><p>Oversee office supplies, vendor coordination, logistics, and facility upkeep.</p><p>Maintain structured filing systems &ndash; both physical and digital.</p><p>Monitor and track deadlines, office tasks, projects, and follow-ups.</p><p>2. Director Support</p><p>Manage the Director&rsquo;s calendar, schedule appointments, and coordinate meetings.</p><p>Prepare meeting agendas, take minutes, and track action items.</p><p>Arrange professional travel, including flights, hotels, and itineraries.</p><p>Draft, edit, and manage internal documents, memos, presentations, and reports.</p><p>Filter and prioritize emails, calls, and messages for the Director.</p><p>Ensure timely completion of tasks, projects, and reminders.</p><p>3. Communication &amp; Liaison</p><p>Serve as a key point of contact between the Director and internal/external stakeholders.</p><p>Manage confidential communication with utmost discretion.</p><p>Represent the Director professionally in communications and interactions.</p><p>Assist with occasional personal errands and confidential non-work requests.</p><p>Qualifications:</p><p>Minimum 3+ years of experience as an Executive Assistant, Personal Assistant, or similar role.</p><p>Strong command of English (written and verbal); Arabic is an advantage.</p><p>Proficient in Microsoft Office Suite and digital office tools.</p><p>Excellent organizational and time management skills.</p><p>Ability to handle sensitive and confidential information professionally.</p><p>Experience in a startup environment or financial services industry preferred.</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED4,000.00 per month</p><p>Work Location: In person</p>

Office Administrator Specialist

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

Westco

<p>Comprehensive Wealth Management Firm looking for an Executive Assistant to the<br/>Chief Investment Officer.<br/>The position requires the following qualities: smart, loyal, willing to learn, interested in the financial industry, assist in client meetings, presents well.<br/>Responsibilities will include drafting letters, contracts, filing, phones, scheduling appointments.<br/>Looking for a recent college graduate with a degree in business, accounting or finance or 2 years office work experience.<br/>The job will include training for investment management research, client service, trading, compliance and bookkeeping.<br/>Experience with financial services firm a plus. Full Time Position. Salary and full medical benefits. Retirement plan.<br/><b>Must</b> <b>have a car and drive.</b> Non-Smoking. Lynbrook location.</p><p>Job Type: Full-time</p><p>Pay: $45,000.00 - $60,000.00 per year</p><p>Benefits:</p><ul><li>Health insurance</li><li>Paid time off</li><li>Retirement plan</li></ul><p>License/Certification:</p><ul><li>Driver's License (Required)</li></ul><p>Ability to Commute:</p><ul><li>Lynbrook, NY 11563 (Required)</li></ul><p>Work Location: In person</p>

Executive Assistant

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10000 wealth management assistant jobs Near Me

Asset & Wealth Management, Administrative Assistant Manager, Associate, New York

Paraplanner - Natoma Wealth

Administrative Assistant

Office Administrator Specialist

Client Specialist

Client Specialist

Executive Assistant