Investment Advisor Assistant
1 week ago
- Preparing proposals and contracts
- Client communication and interface tasks for firm financial services
- Formatting or creating Microsoft Word, Excel, PowerPoint or Adobe PDF documents
- Administrative duties including filings, scheduling meetings and supporting the team
- Managing calendars and deadlines
- Manage and organize reports and documentation
- Tracking completion of various tasks
- Frequent email communication with firm employees and clients
- Schedule meetings and prepare meeting materials (Board Meetings)
- Participate in meetings and maintain relevant meeting notes
- Preparing documents, agendas, and notes for meetings
- Assisting Directors with reviewing and preparing documents for meetings
- Perform other related duties as assigned
- Bachelor’s Degree Preferred
- Excellent communication and time management skills
- Extremely detail-oriented and organized
- Ability to work independently and collaboratively within a team environment
- Strong research and report-generating skills
- Communicate effectively, both in writing and verbally, across all organization levels
- Ability to manage many assignments simultaneously and quickly shift focus from one project to another as needed
- Proficient with Microsoft Office (Word, Excel, and PowerPoint)
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Associate Wealth Advisor PA
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Glen Mills, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs Wealth Advisory team embodies our firms commitment to client-centric approach. Schwab Wealth Advisory is a...
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Voya Baltimore Financial Advisor
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Owings Mills, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Baltimore area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
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LensCrafters - EyeCare Advisor
Found in: Talent US C2 - 4 days ago
Glen Mills, United States EssilorLuxottica Full timeRequisition ID: 844794 Store # : 000755 LensCrafters Position: Full-Time Total Rewards: At LensCrafters, we're passionate about bringing people better sight. And it takes thousands of people from all backgrounds to do this. By joining our team, you'll learn about the optical industry while developing the customer service and sales...
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Block Advisors Tax Advisor
7 days ago
Glen Ellyn, United States CareerBuilder Full time**498897BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like...
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Senior Accountant
7 days ago
Glen Mills, United States Roch Capital Full timeJob Description Job Description The Senior Accountant provides general accounting functions for daily operations of the bank. At all times, the accounting functions performed by the Senior Accountant will be in conformity with GAAP and the internal control structure of the Bank. Essential Functions: Assist in the accounts payable functions in accordance with...
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Senior Accountant
2 days ago
Glen Mills, United States Roch Capital Full timeJob DescriptionJob DescriptionThe Senior Accountant provides general accounting functions for daily operations of the bank. At all times, the accounting functions performed by the Senior Accountant will be in conformity with GAAP and the internal control structure of the Bank.Essential Functions:Assist in the accounts payable functions in accordance with...
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Senior Accountant
1 week ago
Glen Mills, United States Roch Capital Full timeJob DescriptionJob DescriptionThe Senior Accountant provides general accounting functions for daily operations of the bank. At all times, the accounting functions performed by the Senior Accountant will be in conformity with GAAP and the internal control structure of the Bank.Essential Functions:Assist in the accounts payable functions in accordance with...
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Keiter Advisors
1 week ago
Glen Allen, United States Keiter Stephens Hurst Gary & Shreaves PC Full timeJob DescriptionJob DescriptionKeiter Mission:Help people achieve their full potential while pursuing their purpose – at home, at work, and in the community.Keiter Values:Innovation - Collaboration - Accountability – RelationshipsWe have:A large variety of client industries, allowing for diverse day-to-day projectsOpportunities for building close...
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Marketing communications specialist NA
3 days ago
Glen Mills, United States Axalta Full timeJob Description:Axalta Refinish is seeking an experienced candidate to join our team as a Marketing Communications Specialist in support of a robust global marketing program. In this role, the Marketing Communications Specialist will serve as a conduit between global marketing and regional sales to implement marketing programs, distribute enews...
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Assistant Branch Manager
1 week ago
Browns Mills, United States The Bank of Princeton Full timeThe Bank of Princeton has exciting career opportunities! Our goal to hire and retain talented cooperative people with engaging personalities and strong work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. As a bank, we believe in investing in the right places. Especially when it comes to our employees. Our...
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Assistant Branch Manager
3 weeks ago
Browns Mills, United States The Bank of Princeton Full timeJob DescriptionJob DescriptionThe Bank of Princeton has exciting career opportunities! Our goal to hire and retain talented cooperative people with engaging personalities and strong work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level. As a bank, we believe in investing in the right places. Especially when...
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Medical Assistant
1 day ago
Glen Ellyn, United States Duly Health and Care Full timeOverview: **Location**: Glen Ellyn **Hours**:Full Time/40 hours weekly; Monday 9am-6:30pm; Tuesday - Thursday 7:30-4:30 - Good enough isn’t for us. Duly Health and Care’s team members show up every day driven to exceed expectations. We see and support the remarkable in every person within and beyond the walls of our work._ - Duly Health and Care works...
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Assistant Account Manager
Found in: Talent US C2 - 2 weeks ago
Glen Allen, United States TowneBank Full timeTowne Insurance is hiring an Assistant Account Manager to join our Commercial Lines team. This position can be located in the Richmond or Williamsburg areas. The Assistant Account Manager provides professional service to new and existing clients by assisting the account management team. About Us Towne Insurance is a nationally recognized top insurance...
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Medical Assistant
Found in: Resume Library US A2 - 2 days ago
Glen Ellyn, Illinois, United States Duly Health and Care Full timeOverview: Location: Glen Ellyn Hours: Full Time/40 hours weekly; Monday 9am-6:30pm; Tuesday - Thursday 7:30-4:30 Good enough isn’t for us. Duly Health and Care’s team members show up every day driven to exceed expectations. We see and support the remarkable in every person within and beyond the walls of our work. Duly Health and Care works to...
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FOR EYES
Found in: Careerbuilder One Red US C2 - 1 day ago
Glen Burnie, MD 21060, USA, United States EssilorLuxottica Full timeRequisition ID: 839603Store #: 00M283 FE Glen BurniePosition:Part-TimeTotal Rewards: Benefits/Incentive InformationAt For Eyes, we are an optical retailer that offers high-quality brands and products with great pricing. We are as unique as our customers and patients. Our diverse team consists of more than 500 dedicated associates across 105 stores in the...
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Medical Assistant
Found in: Resume Library US A2 - 3 days ago
Glen Ellyn, Illinois, United States Duly Health and Care Full timeOverview: Location: Glen Ellyn/Wheaton/Bloomingdate Hours: Full-time, Monday-Friday, 8:00-4:30pm or 8:30-5:00pm (with occasional Saturday's if needed) Good enough isn't for us. Duly Health and Care's team members show up every day driven to exceed expectations. We see and support the remarkable in every person within and beyond the walls of our...
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Medical Assistant
Found in: Resume Library US A2 - 1 week ago
Glen Ellyn, Illinois, United States Duly Health and Care Full timeOverview: Location: Glen Ellyn; Potential for occasional travel to surrounding clinics Dept: Podiatry Hours: Monday-Friday; Varying between 7:30am-5:30pm Good enough isn’t for us. Duly Health and Care’s team members show up every day driven to exceed expectations. We see and support the remarkable in every person within and beyond the walls of...
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Business Objects Developer
1 week ago
Owings Mills, United States CareerBuilder Full timeJOB TITLE: Business Objects Developer (Deski) LOCATION: Owings Mills, MD (Hybrid - 1 day a week in office) DESCRIPTION: Compass Pointe has partnered with a global financial company in the Owings Mills, MD area that is looking to hire a Business Objects Developer with Deski experience. Will be using SAP BO XIR2/XIR3, Desktop Intelligence Application. In this...
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Medical Assistant
Found in: Resume Library US A2 - 3 days ago
Glen Ellyn, Illinois, United States Duly Health and Care Full timeOverview: Location: Glen Ellyn; Potential for oaccasional travel Hours: Monday - Thursday 8am-5pm; Friday 8am-4:30pm Good enough isn’t for us. Duly Health and Care’s team members show up every day driven to exceed expectations. We see and support the remarkable in every person within and beyond the walls of our work. Duly Health and Care works to...
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Senior Mortgage Backed Securities Analyst
2 weeks ago
Glen Allen, United States Dynex Capital, Inc. Full timeFunction: Portfolio Management Job Title: Senior Mortgage-Backed Securities Analyst About Dynex:Dynex is a leading financial services company committed to ethical stewardship of stakeholders' capital, expert risk management, disciplined capital allocation, and social responsibility. Our experienced team has generated industry-leading returns and...