Private Wealth Management Administrative Assistant
3 weeks ago
Private Wealth Management Administrative Assistant - Boston 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 environment. Responsibilities Managing travel & expenses, including making travel arrangements and processing expenses for team members Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones Coordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service Qualifications Proficiency in Word, Excel, PowerPoint and Outlook required Bachelor's degree in Finance, Economics, Business or related field A minimum of 2 years of work experience in a professional corporate environment New graduates who have a desire to be in the financial services industry are also encouraged to apply Strong written and verbal communication skills Enjoys working in a team environment Polished communication skills Ability to multi-task and work in a fast paced environment Business professional environment and attire Possess critical thinking skills and good judgment Displays personal pride in work, always striving to do his/her best Chooses to always operate with integrity and transparency Seniority level Entry level Employment type Full-time Job function Administrative and Finance Banking and Financial Services #J-18808-Ljbffr
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Director, Global Private Wealth
3 weeks ago
Boston, United States Deerpath Capital Management Full timeDeerpath Capital Job PostingDeerpath Capital is a leading direct lending firm specializing in providing first lien senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment...
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Private Wealth Associate
2 days ago
Boston, United States AllianceBernstein Full timePosition OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition,...
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Private Wealth Associate
5 days ago
Boston, MA, United States AllianceBernstein Holding L.P. Full timePosition Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...
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Boston, MA, United States Goldman Sachs Full timeAbout Us About the program Our Summer Associate Program is a nine to ten week summer internship for students pursuing an advanced degree such as MBA, PhD, JD, MD or LLM. You will be fully immersed in our day-to-day activities. As a participant, you will: • Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities...
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Boston, MA, United States Goldman Sachs Full timeAbout Us About the program Our Summer Associate Program is a nine to ten week summer internship for students pursuing an advanced degree such as MBA, PhD, JD, MD or LLM. You will be fully immersed in our day-to-day activities. As a participant, you will: • Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities...
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Boston, MA, United States Goldman Sachs Full timeAbout Us About the program Our Summer Associate Program is a nine to ten week summer internship for students pursuing an advanced degree such as MBA, PhD, JD, MD or LLM. You will be fully immersed in our day-to-day activities. As a participant, you will: • Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities...
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Private Wealth Services
16 hours ago
Boston, Massachusetts, United States Grant Thornton Full time $80,000 - $120,000 per yearAs the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the resources, environment, and support to help you excel. You'll collaborate with the Private...
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Boston, United States The Goldman Sachs Group Full timeWealth Management | Boston, MS Job Summary & Responsibilities Provides advanced administrative support to Executive within the Boston Region in a complex team environment Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and all related client logistics....
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Associate Wealth Advisor
2 weeks ago
Boston, United States Focus Partners Wealth Full timePosition Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement,...
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Wealth Relationship Manager III
4 weeks ago
Boston, United States Boston Staffing Full timeJob TitleHiring Range: $97,229 - $159,733 The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional...
