Current jobs related to Brokerage client assistant - Wayzata - Randstad

  • Brokerage Client Assistant

    3 months ago

    Wayzata, United States Randstad North America, Inc. Full time

    Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract position with a top tier bank in the financial industry. If Brokerage, Assistant, Broker, Client, Banking, Staffing

  • Senior Administrative Assistant

    1 week ago

    Wayzata, Minnesota, United States 360 Financial Full time

    About 360 FinancialWe are a dynamic and innovative wealth management and financial planning firm dedicated to helping clients achieve their financial goals. With over 29 years of experience, we serve over 1,200 families and manage over $600 million in assets.Job DescriptionWe are seeking a highly skilled and organized Senior Administrative Assistant to join...

  • Assistant Branch Manager

    4 weeks ago

    Wayzata, Minnesota, United States Anywhere Real Estate Full time

    Assistant Branch Manager Job DescriptionThe Assistant Branch Manager plays a pivotal role in supporting the Branch Manager in driving office growth and leading global luxury initiatives. This position is responsible for selling the Coldwell Banker Value Proposition, coaching agents on increased production, and implementing an office culture that fosters...

  • Client Associate

    2 weeks ago

    Wayzata, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryAs a Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients in a fast-paced, professional environment. Your administrative and operational skills will be utilized to help advisors manage and grow their business, while demonstrating a client-first approach to meet compliance standards.Key...

  • Client Associate

    3 weeks ago

    Wayzata, United States RBC Full time

    Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to...

  • Client Associate

    2 weeks ago

    Wayzata, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Client Associate at RBC Wealth Management, you will play a critical role in supporting financial advisors and clients. You will be responsible for providing exceptional client service, managing administrative tasks, and ensuring compliance with regulatory requirements. This is an excellent opportunity to...

  • Client Associate

    2 weeks ago

    Wayzata, Minnesota, United States RBC Capital Markets, LLC Full time

    Job SummaryEmbracing RBC Wealth Management's core values and inclusive culture, we seek a Client Associate to join our team. As a trusted resource, you will assist financial advisors and clients, leveraging your administrative and operational skills to drive business growth.Key ResponsibilitiesMeet compliance standards and research/resolve problemsOnboard...

  • Client Service Associate

    3 weeks ago

    Wayzata, United States Ameriprise Financial Full time

    Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model...

  • Client Service Associate

    2 weeks ago

    Wayzata, Minnesota, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesAssist advisors in servicing clients by...

  • Registered Client Service Associate

    4 weeks ago

    Wayzata, United States Ameriprise Financial Full time

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

  • Investment Accountant

    1 week ago

    Wayzata, Minnesota, United States Waycrosse Full time

    Job OverviewWaycrosse, Inc. is a single-family office based in Wayzata, MN, providing comprehensive wealth management services to clients. We are seeking an Investment Accountant to join our team.The successful candidate will be responsible for the timely entry and reconciliation of holdings, transactions, and values of assigned brokerage and asset accounts....

  • Office Assistant

    1 week ago

    Wayzata, Minnesota, United States Lexitas Legal Full time

    Job SummaryThe Office Assistant/Process Service Specialist is a key role at Lexitas Legal, responsible for delivering exceptional client experiences through daily email correspondence and data entry management. This position plays a vital part in the onboarding process, ensuring new clients are seamlessly integrated into our systems. The ideal candidate will...

  • Office Assistant

    7 days ago

    Wayzata, Minnesota, United States Lexitas Legal Full time

    Job SummaryThe Office Assistant/Process Service Specialist is responsible for providing exceptional client service through daily email correspondence and data entry management.Key ResponsibilitiesManage data entry requirements, including entering notices, new attorneys/firms, resources, locations, and client preferences.Responsible for timely send out of...

  • Senior Administrative Assistant

    2 days ago

    Wayzata, United States 360 Financial Full time

    Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

  • Senior Administrative Assistant

    12 hours ago

    Wayzata, United States 360 Financial Full time

    Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

  • Senior Administrative Assistant

    2 days ago

    Wayzata, United States 360 Financial Full time

    Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

  • Executive Assistant

    2 months ago

    Wayzata, United States Lakeside HR Group Full time

    Lakeside HR Group has been engaged to recruit for an Executive Assistant for a family owned luxury custom homebuilder. This is an exciting opportunity to work for a client that truly values the relationships they have built with their clients and their reputation within the community. This position will be onsite based in Wayzata, Minnesota. If you are:...

  • Executive Assistant

    2 months ago

    Wayzata, United States Lakeside HR Group Full time

    Lakeside HR Group has been engaged to recruit for an Executive Assistant for a family owned luxury custom homebuilder. This is an exciting opportunity to work for a client that truly values the relationships they have built with their clients and their reputation within the community. This position will be onsite based in Wayzata, Minnesota. If you are:...

  • Senior Administrative Assistant

    4 weeks ago

    Wayzata, United States 360 Financial Full time

    Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

  • Senior Administrative Assistant

    1 week ago

    Wayzata, United States 360 Financial Full time

    Are you looking to join and learn about the Financial Services world? Do you think about working in and learning more about the financial services industry? Do you enjoy working directly with clients? Do you enjoy managing email and calendaring for a firm founder? Are you skilled at meeting new people and making them feel welcome? Are you interested in...

Brokerage client assistant

2 months ago

Wayzata, United States Randstad Full time

Randstad Strategic Accounts is looking for a business professional with a knowledge and proficiency working in the banking industry. We have a role that we are looking to fill for a contract position with a top tier bank in the financial industry. If you are interested in becoming part of a team where you can contribute to drive both personal and organizational goals, this may be the right fit for you For further information on the role, and job responsibilities, please read and apply below

salary: $19 - $22 per hour
shift: First
work hours: 8 AM - 4 PM
education: Associate

Responsibilities

This position is an entry level role focused on admin/clerical responsibilities within an Advisors and Brokerage team. In this role you may responsible for, but not limited to, the following:

  • Front desk and greeting of clients for the Advising team
  • Customer service, including answering calls and some email inquiries
  • Administrative and clerical responsibilities
  • Organizing paperwork and other client information


Skills administration brokerage
Qualifications Years of experience: 1 year Experience level: Entry Level
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

This posting is open for thirty (30) days.