Administrative/financial Support Assistant

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate...

**Key Responsibilities**: - Client Meetings: Attend client meetings, actively listen, and take detailed notes on client discussions, concerns, and goals. - CRM Utilization: Effectively use our Client Relationship Management (CRM) system to document client interactions, maintain up-to-date client records, and track the progress of financial plans. -...

Job DescriptionJob DescriptionAre you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor to join our...

Job DescriptionJob DescriptionAre you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor to join our...

Job DescriptionJob DescriptionAre you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor to join our...

Overview: At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail...

This role required candidate to permanently relocate at Dhahran, Saudi Arabia. About the Company This company engages in the exploration, production, transportation, and sale of crude oil and natural gas. It operates through the following segments: Upstream, Downstream, and Corporate. The Upstream segment includes crude oil, natural gas and natural gas...

Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full time, dedicated, and detail-oriented Client Service Specialist to join our growing team. This role is crucial in ensuring seamless client experiences by providing comprehensive support to our advisors in various aspects of the client service experience. ...

Job DescriptionJob DescriptionJOB GOAL: The financial bookkeeper performs a variety of general bookkeeping, record keeping, accounting functions, administrative and office clerical duties; and computes, classifies, and records numerical data to keep sets of financial records complete. KNOWLEDGE, SKILLS, AND ABILITIES: General knowledge of standard office and...

615 South College St. Suite 1600 Charlotte, NC 28202, USA The candidate for Chief Financial Officer (CFO) should have strong skills related to written and oral communication, analytics, strategic-planning, and operations. Important traits include a business acumen, ethical conduct, problem-solving, mentoring, and the ability to manage the culture of a...

Job description **Responsibilities**: Schedule meetings and appointments Maintain the office condition Organize office operations and procedures Provide general support to clients Copying, scanning, and filing **Skills**: Proven experience as an Administrative assistant Proficiency in MS Office (MS Word and MS Outlook, in particular) Familiarity with...

MAJOR FUNCTION:The Applications and Systems Support Analyst provides direct support of the front- and back-office enterprise banking systems, applications, and project management functions of the bank. Review, analyze, and evaluate business unit processes and provides recommendations for improved efficiencies and optimal utilization of banking systems and...

615 South College St.Suite 1600Charlotte, NC 28202, USA The candidate for Chief Financial Officer (CFO) should have strong skills related to written and oral communication, analytics, strategic-planning, and operations. Important traits include a business acumen, ethical conduct, problem-solving, mentoring, and the ability to manage the culture of a finance...

Overview: We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and...

Job DescriptionJob DescriptionCUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the Williston, VT area.New England Federal Credit Union (NEFCU) is a member-owned financial institution serving the following counties in Vermont: Addison, Bennington,...

Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full time, dedicated, and detail-oriented Client Service Specialist to join our growing team. This role is crucial in ensuring seamless client experiences by providing comprehensive support to our advisors in various aspects of the client service...

Job DescriptionJob DescriptionGuided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full time, dedicated, and detail-oriented Client Service Specialist to join our growing team. This role is crucial in ensuring seamless client experiences by providing comprehensive support to our advisors in various aspects of the...

Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full time, dedicated, and detail-oriented Client Service Specialist to join our growing team.This role is crucial in ensuring seamless client experiences by providing comprehensive support to our advisors in various aspects of the client service experience....

Guided Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full time, dedicated, and detail-oriented Client Service Specialist to join our growing team.This role is crucial in ensuring seamless client experiences by providing comprehensive support to our advisors in various aspects of the client service...