Wealth Management Assistant

3 weeks ago


Maitland, Florida, United States Transcend Practice Management Full time

The Wealth Management Assistant will play a key role in supporting our Wealth Advisors in their daily activities and contributing to the growth of our firm. This is an exciting opportunity to work in a fast-paced environment and develop your skills in business development, client support, and marketing.

Responsibilities:

  • Assist in developing and implementing business strategies
  • Support the Wealth Advisor in managing client relationships and communications
  • Contribute to the creation and implementation of marketing campaigns
  • Maintain accurate records and reports
  • Provide exceptional customer service

Requirements:

  • Bachelor's degree preferred
  • Three years of experience in an administrative role in the financial industry
  • Series 7, Life, Health, and Annuities licenses preferred but not required
  • Strong communication and relationship management skills
  • Ability to perform under pressure and multitask

About Us:

We are a team that values hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to our clients.

],

  • Maitland, Florida, United States Transcend Practice Management Full time

    About the RoleWe are seeking a highly motivated Client Service Associate to join our team at Transcend Practice Management. This is an exciting opportunity to contribute to the success of our financial services team, working closely with Wealth Advisors to deliver exceptional client experiences and drive business growth. **Key Responsibilities:**Provide...


  • Maitland, Florida, United States Transcend Practice Management Full time

    Transcend Practice Management is looking for a Client Support Specialist to join our team. This is an exciting opportunity to work with our Wealth Advisors, supporting them in their daily activities and contributing to the growth of our firm.Job Description:Support the Wealth Advisor in managing client relationships and communicationsAssist in developing and...


  • Maitland, Florida, United States Transcend Practice Management Full time

    Job DescriptionThis is an exciting opportunity to join our team as a Client Service Associate, supporting the firm's mission to deliver world-class service to our clients while growing together as a team. In this role, you will be responsible for:•Providing exceptional administrative support to Wealth Advisors, focusing on client relationships, and...


  • Maitland, Florida, United States Transcend Practice Management Full time

    Job OverviewWe are seeking a highly skilled Client Service Associate to join our team at Transcend Practice Management. As a key member of our financial services team, you will play a crucial role in delivering exceptional client experiences and supporting the firm's growth. **Key Responsibilities:**Provide administrative support to Wealth Advisors, ensuring...


  • Maitland, Florida, United States Mavis Tire Supply Full time

    About Mavis Tires & BrakesWe are a leading provider of tires and automotive services in the United States, with over 2,000 retail locations. Our mission is to provide complete customer satisfaction and deliver the highest quality service.As a Service Assistant Manager at Mavis Tires & Brakes, you will have the opportunity to work with a diverse range of...


  • Maitland, Florida, United States GTT, LLC Full time

    Job OverviewWe are seeking an experienced Assistant Construction Manager to join our team. As a key member of our infrastructure management group, you will support project managers in delivering high-profile construction projects.Key Responsibilities:Project Coordination: Work closely with clients, contractors, and stakeholders to ensure successful project...


  • Maitland, Florida, United States Tetra Tech Full time

    We are seeking a highly organized and detail-oriented Public Assistance Operations Assistant to join our team at Tetra Tech, a leading global provider of consulting and engineering services. As a member of our Public Assistance team, you will support federal disaster recovery grant programs aimed at assisting residents recovering from disasters.Your key...


  • Maitland, Florida, United States Trustco Bank Full time

    The Assistant Branch Manager role at Trustco Bank offers an exciting opportunity to support the branch manager in overseeing daily operations and driving business growth. This is a challenging and rewarding role that requires strong leadership skills, effective communication, and attention to detail.About the JobThe Assistant Branch Manager will report...


  • Maitland, Florida, United States GTT, LLC Full time

    About the JobThis is a unique opportunity to join our team as an Assistant Construction Manager. You will work closely with project managers to deliver complex construction projects, ensuring timely completion and budget adherence.Your Key Tasks:Project Development: Assist in creating project plans, schedules, and budgets.Communication: Coordinate with...


  • Maitland, Florida, United States Trustco Bank Full time

    Job OverviewThe Assistant Branch Manager plays a crucial role in supporting the branch manager, ensuring efficient operation and providing excellent customer service. This is a full-time position requiring strong supervisory skills, effective communication, and ability to work well under pressure.Salary and BenefitsThe estimated salary for this role is...

  • Executive Assistant

    2 weeks ago


    Maitland, Florida, United States Virtual Full time

    We are seeking an experienced Executive Assistant to join our virtual team in Orlando, FL. As an Executive Assistant, you will provide high-level administrative support to our leadership team, ensuring smooth day-to-day operations.The ideal candidate will have 1-2 years of experience in executive assistant roles and strong communication and organizational...


  • Maitland, Florida, United States Community Based Care of Brevard, Inc. Full time

    **Job Overview**We are seeking a skilled Adoption Case Manager to join our team at Community Based Care of Brevard, Inc. As an integral part of our organization, you will be responsible for providing specialized adoption support services to case management agencies, working towards the goal of adoption.**Salary:** $53,000 per year, based on experience and...


  • Maitland, Florida, United States Atwell, LLC Full time

    About the RoleThis is a highly visible leadership position that requires a skilled and experienced survey professional to manage our field operations. As a Senior Survey Crew Chief, you will oversee a team of surveyors, coordinate project logistics, and ensure the highest level of quality and accuracy.The salary range for this position is $110,000 - $140,000...


  • Maitland, Florida, United States Clinical Professional Connections Full time

    We are seeking a highly organized and detail-oriented Full-Time Bookkeeper/Controller to join our team at Clinical Professional Connections in Orlando, Florida. The ideal candidate will have strong proficiency in QuickBooks and extensive experience managing accounts receivable, accounts payable, and overall financial operations.Job DescriptionThe Financial...


  • Maitland, Florida, United States K2 STAFFING LLC Full time

    Job Title: Study Budget ManagerSalary: $70,000 - $90,000 per yearJob ResponsibilitiesWe are seeking a Study Budget Manager to join our team at K2 STAFFING LLC. As a Finance Account Specialist, you will be responsible for managing the financial aspects of assigned studies from start to finish.Key Responsibilities:Build study budgets and maintain financial...


  • Maitland, Florida, United States COPILOT Full time

    Job DescriptionAt COPILOT, we are committed to providing innovative online solutions that assist various members and groups within the healthcare industry. As an Insurance Liaison and Coordination Manager, you will be responsible for serving as a liaison between medical providers and health insurance companies, ensuring seamless coordination of care.Your key...


  • Maitland, Florida, United States Surgery Partners Full time

    About UsSurgery Partners is a leading provider of surgical services, committed to delivering high-quality patient care and exceptional outcomes.Job SummaryWe are seeking an experienced Charge Nurse to lead our ASC team in [location]. The ideal candidate will possess strong leadership skills, excellent communication abilities, and a passion for providing...


  • Maitland, Florida, United States Luxus Full time

    About UsLuxus is an architecture and interior design firm known for its innovative design and exceptional client service. We pride ourselves on delivering sustainable solutions that enhance the quality of life and the built environment.Position OverviewThis role is critical in ensuring the seamless coordination of our projects from initial concept through...


  • Maitland, Florida, United States K2 STAFFING LLC Full time

    About Our TeamK2 Medical Research is committed to fighting diseases that plague our loved ones and ourselves.We value our employees and their professional and personal needs, and support these through our benefit offerings.Benefits:Medical, Dental, Vision, Flexible Spending Accounts, Employer-paid Long-Term Disability and Life Insurance, Short Term...


  • Maitland, Florida, United States Allied Universal® Full time

    At Allied Universal, we're committed to delivering exceptional security services that meet the evolving needs of our clients. As an Operational Security Manager, you'll play a vital role in supporting the success of our remotely managed accounts by providing on-site supervision of our Security Professionals and ensuring seamless site coverage at all...