Private Wealth Management Administrative Assistant

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. The ideal candidate should possess at least two years of administrative support experience from a corporate...

The Private Client Service Associate II (PCSA) performs administrative tasks in support of one or more wealth management areas. Specifically, the PCSA will assist clients, either directly or with direction from the client's advisor team, with money m Client Service, Associate, Customer Service, Private, Retail, Banking, Client, Information

myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...

myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...

myCIO Wealth Partners is a Comprehensive, Independent and Objective Wealth Management firm that provides investment and tax services to high net worth individuals, families and institutions managing over $12 billion dollars of client overall assets. myCIO Wealth Partners is one of the largest Independent Wealth Management firms in the country and is a leader...

NexWealth is an RIA/multi-family office and is currently seeking an Operations Manager to plan, organize, and run the daily operations of two separately-registered RIA firms (wealth management firm and advisor to a mutual fund). This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and...

NexWealth is an RIA/multi-family office and is currently seeking an Operations Manager to plan, organize, and run the daily operations of two separately-registered RIA firms (wealth management firm and advisor to a mutual fund). This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and...

At myCIO Wealth Partners, we are seeking a highly organized and detail-oriented Financial Planning Analyst to join our team. As a key member of our wealth management team, you will be responsible for providing support to our senior analysts and advisors in the areas of daily account administration, investment proposal and performance review preparation, and...

NexWealth is an RIA/multi-family office and is currently seeking an Operations Manager to plan, organize, and run the daily operations of two separately-registered RIA firms (wealth management firm and advisor to a mutual fund). This individual will contribute to the culture and values of the organizations by introducing and maintaining initiatives and...

About the RoleGlenmede is seeking a highly motivated Business Development Director to lead sales efforts and expand clientele in the Philadelphia metro market.The ideal candidate will have 10+ years of experience in wealth management business development, a strong network of contacts, and excellent communication skills.This role requires a deep understanding...

This position provides executive administrative support to a former CEO of a Fortune 500 company, serving as the primary point of contact for internal and external issues pertaining to business and personal matters.Job ResponsibilitiesProvides complete administrative support to the executive by: scheduling meetings and managing busy calendar; keeping the...

Job DescriptionJob DescriptionWe are inviting applications for the role of a Client Services Administrator based in Philadelphia, Pennsylvania. This role lies within the financial services industry and involves working with a wealth management team. The successful candidate will be responsible for providing top-tier client service, executing administrative...

PeopleShare is currently hiring for an Administrative Assistant for a Reputable University in Philadelphia!Apply Below!   Position Overview:The Receptionist serves as the first point of contact for visitors and callers, managing inquiries, directing them to the right personnel, scheduling appointments, and ensuring a welcoming atmosphere in the reception...

Arnold & Phillips is defined by the values and the vision of its founders. We are a Real Estate agency that is committed to putting service first, and doing the best for each client. With this in mind, a commitment to service, our unique application of communications technology and our individual style of marketing, we have becoming one of the leading...

Job DescriptionJob DescriptionRobert Half is seeking an efficient Administrative Assistant for a highly recognized client in the Education industry. This Administrative Assistant role involves maintaining accurate databases, liaising with both internal and external parties, and coordinating special projects, among other responsibilities. Are you dynamic and...

Benefits/Perks Excellent job outlook Consistent work schedules with minimum or no weekend work Great job satisfaction Job Summary As an Administrative Assistant Drops::AccountDrop, you will support the Director and Assistant Director in managing the day-to-day operations of the center while providing professional administrative support. Responsibilities...

Northwest Talent Solutions is partnering with a leading advisory tax and assurance firm in search of a highly talented International Tax Manager specializing in Private Wealth. This role offers an exciting opportunity to join a growing International Tax practice within a fastgrowing CPA advisory firm. Job Summary: As an International Tax Manager focusing on...

We are conducting a search for a motivated Administrative Assistant to join a property group located in Philadelphia, PA. The ideal candidate's duties and responsibilities include providing administrative support to ensure efficient operation of the office. Support managers and employees through a variety of tasks related to organization and communication....

Job DescriptionJob DescriptionWe are offering a long-term contract employment opportunity for an Administrative Assistant in the Financial Services industry, based in Philadelphia, Pennsylvania. As an Administrative Assistant, you will be primarily providing administrative support to our Client Services team, with the flexibility of working mostly...

About Us: Designblendz is a dynamic and innovative architecture and 3D visualization firm based in Philadelphia. We pride ourselves on delivering exceptional design and customer service. We are looking for a versatile and motivated individual to join our team as a Bookkeeper/Front Desk Executive Assistant. Job Summary: The Administrative Assistant will be...