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...

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...

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure (+salary)...

Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

Overview: The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service trust department relationships while managing the risks associated with the administration of those...

Creand Wealth Management is looking for an experienced Compliance & Onboarding Officer for our Brickell office, to be responsible for assisting the Firm in executing the compliance program for the Broker-Dealer and Investment Advisory, as well as supporting the overall Compliance Department.RESPONSIBILITIESProvide ongoing support to the regulatory compliance...

Creand Wealth Management is looking for an experienced Compliance & Onboarding Officer for our Brickell office, to be responsible for assisting the Firm in executing the compliance program for the Broker-Dealer and Investment Advisory, as well as supporting the overall Compliance Department.RESPONSIBILITIESProvide ongoing support to the regulatory compliance...

Job DescriptionJob DescriptionWe are looking for a new CFO that can manage the family businesses, preparation of annual tax returns, investments, public and private equities and private foundations.CFO must be a CPA, Masters degree is a plus but not required, preferably experienced in real estate management, investments and taxation.Work days are Monday -...

Job DescriptionJob DescriptionWe are looking for a new CFO that can manage the family businesses, preparation of annual tax returns, investments, public and private equities and private foundations.CFO must be a CPA, Masters degree is a plus but not required, preferably experienced in real estate management, investments and taxation.Work days are Monday -...

Job DescriptionJob DescriptionEpic Management Solutions is not just another professional management company, we specialize in providing the best administrative solutions to the property management industry. If you would like to be part of an ethical, honest, professional, and family oriented environment, then you should apply for our...

Job DescriptionJob DescriptionEpic Management Solutions is not just another professional management company, we specialize in providing the best administrative solutions to the property management industry. If you would like to be part of an ethical, honest, professional, and family oriented environment, then you should apply for our...

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!  With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you’re able to spend 90% of your time sitting with clients and prospects providing superior service. As a boutique firm, we offer the...

As a Client Service Associate of Provenance Wealth Advisors, you will use advanced skills gained through training and experience to provide pro-active support to Financial Advisors and assist with efficient, quality client service. You will serve not only as a key member of the Provenance Wealth Advisors team, but also the initial point of contact for...

Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

Description : This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations...

We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank...

The Private Wealth Management Group at StevenDouglas is representing a leading $3B Wealth Management Firm seeking to add an entry level Analyst to one of their growing teams located in Miami, Florida. This person does not need direct experience in Private Wealth. Our client is open to people/ recent graduates that are coming from unrelated industries. If...

We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following: Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank...

We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join an exciting company as a Client Associate. The ideal candidate will be responsible and carry experience in the following:Collaborating with banking and counterparties to address operational challenges, acting as a conduit between the bank...