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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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The Alternative Investment team at Franklin Templeton is responsible for the distribution of alternative investments offerings specifically to the wealth management channel. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.
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In addition, you will need strong project management skills with the ability to handle multiple tasks simultaneously, self-direction, a strong sense of ownership, and excellent written and verbal communication skills.
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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.
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Previous back-office operations or executive/administrative assistant experience (preferred); experience in financial planning and/or the securities industry (helpful) Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations.
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Senior Administrative Assistant (Boston)We arelooking for an experienced Senior Administrative Assistant with strong calendarmanagement skills and past experience booking domestic and international travelfor 2 Senior Investment Directors at a well-respected wealth management companyin downtown Boston.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
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The Consumer and Investment Management Division includes Goldman Sachs Asset Management (GSAM), Private Wealth Management (PWM) and our Consumer business (Marcus by Goldman Sachs.
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We are seeking an Administrative Assistant to join our Talent Acquisition and Development Team in Private Wealth Management. Administrative Support to Bernstein Private Wealth Management Chief Talent Officer.
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Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. The Administrative Assistant is a key role providing support for and coordination of the talent acquisition strategies and employee development programs that the Private Wealth Talent Acquisition and Development Team are responsible for.
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We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients’ values and needs. Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions.
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Wealth Management Administrative Assistant - Fremont, OH (Temporary, part-time) - Responsibilities include, but are not limited to, coordination and scheduling of appointments, appointment verification, special event marketing, preparing materials for and scheduling client reviews, and overall client service management to help meet client expectations.
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Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. The Municipal Banking Administrative Assistant is responsible for supporting the Municipal Banking Officer and Branch staff in execution of all administrative duties associated with municipal deposit functions, the lending function, assistance with selling and cross-selling of bank products, and adherence to bank loan policy guidelines and credit administration procedures.
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wealth management jobs Title: administrative assistant
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