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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
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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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We are seeking an experienced Legal Administrative Assistant to provide comprehensive support specifically in the private wealth, trusts and estates, and tax practices. High level of communication skills requiring social sensitivity and willingness to gain extensive knowledge of department procedures to communicate effectively with staff, management, attorneys, and clients.
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Wells Fargo is seeking an Administrative Assistant in Wealth and Investment Management as part of Wells Fargo Advisors. 2+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. Supporting executive for calendar scheduling and management, booking travel, handling expenses.
Part-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Bernstein Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors and Management, help propel the growth of our Private Wealth Management Platform.
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Partnering with many of the world’s largest private banks and wealth management firms as well as family offices, Blackstone’s Private Wealth Solutions team packages and delivers the full breadth of Blackstone’s alternative product capability to these firms and their clients and provides ongoing product and advisor support, as well as education and training around alternatives.
$70,000 - $130,000 a yearFull-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions.
$26.9 - $40.36 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Proven experience in wealth management within the insurance and financial services industry. Develop and execute a plan to support financial advisors in building out wealth management and financial planning components of their practice to increase the total assets under management for the firm.
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Job Title: Asset & Wealth Management - Platform Management - Administrative Assistant. Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events.
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Job Title: Administrative Assistant - Asset & Wealth Management - Platform Management. Provides administrative support in a complex team environment to a senior group or executive.
$35 an hourExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Wealth Management firm is looking for an Administrative Assistant in the DTC - 100% in office to support 3 People and process paperwork, handle back office duties through Fidelity and interface with clients and opening accounts.
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Job Title: Asset & Wealth Management - AM Public - Administrative Assistant (Floater) - New York. Proactive calendar management across multiple time zones, prioritize meeting requests, including coordination of complex meetings and phone/video conference calls.
$25 - $29 an hourExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms.
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WPCG was launched in June 2017 and currently has capital investments in six large wealth management firms. Wealth Partners Capital Group ("WPCG") is a Palm Beach, Florida-based financial services holding company.
$70,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
wealth management jobs Title: administrative in New York, NY
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