Administrative Assistant
3 weeks ago
CSP has partnered with a financial investment company in their search for an Administrative Assistant. This role requires at least 1-2 years' of experience, and this individual must have financial industry experience. This position requires candidates to be on-site in Towson, MD five days a week.
Responsibilities:
- Receiving and completing service tickets by following detailed workflow steps
- Learning and effectively utilizing industry software tools
- Follow up with advisor/staff on missing information required to complete task
- Facilitating client technology requests
- Communication with advisor upon task completion
Financial Planning Support:
- Sending clients fact finder and collecting financial profile data
- Collecting and composing client statements
- Applying financial planning assumptions
- Creating basic financial plans with client provided data
Qualifications & Skills:
- Highly self-motivated and disciplined
- Good communication skills
- Computer literate and capable to learn new computer systems
- Bachelors Degree preferred
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Administrative Assistant
4 weeks ago
Towson, United States John Evans Recruiting Full timePart-time Administrative Assistant - Towson, MDThe ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. ResponsibilitiesHandle and coordinate active...
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Administrative Assistant
3 weeks ago
Towson, United States Chesapeake Search Partners Full timeCSP has partnered with a financial investment company in their search for an Administrative Assistant. This role requires at least 1-2 years' of experience, and this individual must have financial industry experience. This position requires candidates to be on-site in Towson, MD five days a week.Responsibilities: Receiving and completing service tickets by...
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Administrative Assistant
1 month ago
towson, United States Chesapeake Search Partners Full timeCSP has partnered with a financial investment company in their search for an Administrative Assistant. This role requires at least 1-2 years' of experience, and this individual must have financial industry experience. This position requires candidates to be on-site in Towson, MD five days a week.Responsibilities: Receiving and completing service tickets by...
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Administrative Assistant
2 months ago
towson, United States Chesapeake Search Partners Full timeCSP has partnered with a financial investment company in their search for an Administrative Assistant. This role requires at least 1-2 years' of experience, and this individual must have financial industry experience. This position requires candidates to be on-site in Towson, MD five days a week.Responsibilities: Receiving and completing service tickets by...
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Administrative Assistant
2 months ago
Towson, United States Chesapeake Search Partners Full timeCSP has partnered with a financial investment company in their search for an Administrative Assistant. This role requires at least 1-2 years' of experience, and this individual must have financial industry experience. This position requires candidates to be on-site in Towson, MD five days a week.Responsibilities: Receiving and completing service tickets by...
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Administrative Assistant
2 months ago
Towson, United States Chesapeake Search Partners Full timeCSP has partnered with a financial investment company in their search for an Administrative Assistant. This role requires at least 1-2 years' of experience, and this individual must have financial industry experience. This position requires candidates to be on-site in Towson, MD five days a week.Responsibilities: Receiving and completing service tickets by...
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Towson, United States Greater Baltimore Medical Center (GBMC) Full timeUnder general supervision, provides moderately complex administrative secretarial support to an individual or group, and assists with the coordination of office operations. Education: Associates degree or equivalent Experience: Three years' experience (Additional education beyond high school may be substituted for experience). Skills: * General knowledge...
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Administrative Assistant IN
1 day ago
Indianapolis, IN, United States Creative Financial Staffing Full timeAdministrative Assistant ABOUT THE COMPANY:Our is a renowned restaurant dedicated to providing exceptional dining experiences. They are looking for a detail-oriented and organized Administrative Assistant to support their operations and ensure smooth day-to-day administrative functions. Join their dynamic team in a fast-paced, hospitality-driven...
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Ocala, FL, United States SNI Companies Full timeJob briefWe are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities.ResponsibilitiesAnswer and direct phone...
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Administrative Assistant
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Weatherford, TX, United States DWG Capital Group Full timeCompany Description With over $1B closed in the past 24 months, DWG Capital Group is an award-winning boutique brokerage/capital markets firm located in Weatherford, TX. Our experienced team has closed over 15,000 MF units and millions of square feet of CRE in 40+ states, offering financing, buying, and exclusive selling services to our clients. Role...