Wealth Services Coordinator

Are you an organized and proactive professional looking to make a difference in the world of wealth management?Wealth Management is seeking a highly skilled Executive Assistant/Office Administrator to join our team. This role is responsible for providing exceptional administrative support, managing daily office operations, and collaborating with colleagues...

Job Title:We are seeking a highly skilled and experienced Executive Administrator to join our dynamic team at Wealth Management. As the key support person for our Senior Management team, you will play a vital role in ensuring the smooth operation of our business.Your responsibilities will include coordinating meetings, appointments, and travel arrangements,...

Job Overview:We are seeking an experienced Chief Compliance Officer to join our wealth management team in Los Angeles. As a key member of our leadership team, you will be responsible for designing and implementing a best-in-class compliance program that aligns with the Investment Advisers Act of 1940 and other applicable laws.Key Responsibilities:Compliance...

Job Title: Private Wealth Relationship ManagerAbout the Role:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Private Wealth Relationship Manager, you will be part of a team that specializes in goals-based wealth management, including planning for retirement, education, legacy, and...

Job DescriptionWe are seeking a highly organized and detail-oriented IT project administrator to support a large-scale integration program at CGV Wealth Enterprises.The ideal candidate will be responsible for managing issues and risks, ensuring that they are effectively managed and resolved on time and in alignment with the program schedule. This role...

About eTek IT Services, Inc.eTek IT Services, Inc. is a leading provider of technology solutions for the wealth management and insurance industries. We help our clients navigate complex challenges and achieve their goals through innovative and effective solutions.

Join our team at Wealth Management as an Executive Assistant/Office Administrator and contribute to the success of our organization.This role will be responsible for facilitating the completion of administrative and organizational tasks, primarily including managing the Company's general administrative activities, providing support functions to management,...

We are seeking a highly organized and detail-oriented IT Project Administrator to support a large-scale integration program at CGV Wealth Enterprises.As an IT Project Administrator, you will be responsible for managing issues and risks, ensuring that they are effectively managed and resolved on time and in alignment with program schedule. This role requires...

Citi Global Wealth is a unified business that serves the entire continuum of wealth clients, bringing together the full power of Citi to meet their financial needs. Our team offers comprehensive financial and investment advice to affluent and high-net worth individuals, partnering closely with a dedicated Wealth team to deliver traditional and alternative...

Job Summary:We are seeking a highly organized and proactive Executive Administrator to join our team at Wealth Management. As the first point of contact for clients, employees, and vendors, this role is responsible for facilitating the completion of administrative tasks, managing office operations, and providing exceptional support to senior management.The...

We are seeking an experienced Private Wealth Relationship Manager to join our team at Bank of America!About the Job:This role involves supporting the Financial Advisor team to further develop and enhance existing client relationships. As a Private Wealth Relationship Manager, you will provide specialized support as a Specialist/Manager in various roles,...

At Equitable Advisors LLC, we are driven by our mission to empower individuals and businesses to achieve their financial goals. Our team of dedicated professionals is committed to delivering exceptional customer experiences and building long-term relationships based on trust, guidance, and cutting-edge technology.Wealth Creation Expert Opportunities:

Company OverviewEquitable Advisors LLC is a leading wealth management firm with a strong reputation in the industry. We are driven by our mission to help clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.We have a passion for making a positive impact on the futures of individuals and businesses...

At Venable LLP, we are looking for a highly skilled and organized professional to join our Tax and Wealth Planning practice group as a Practice Group Assistant.SalaryThe estimated annual salary for this position in Los Angeles is between $50,000 and $68,000 per year, depending on qualifications and experience.About the RoleThis role involves providing...

About the RoleThis position is an exciting opportunity for a skilled and motivated professional to join our team as a Wealth Management Advisor. In this role, you will work closely with high-net-worth clients to identify their financial goals and develop tailored investment strategies to help them achieve success.Key ResponsibilitiesProvide personalized...

About Edward JonesWe're a Fortune 500 company that puts people at the center of everything we do. With over 8 million clients and 19,000 financial advisors across the US and Canada, we're committed to delivering exceptional service and building long-term relationships with our clients.SalaryWe offer a competitive salary of $90,000 - $170,000 per year, plus...

Job DescriptionCareer Summary:This role is focused on delivering high-quality project outcomes by coordinating all aspects of IT infrastructure projects.Key Responsibilities:Project Coordination: Assist in planning, execution, and monitoring of deliverables to ensure adherence to project timelines and deliverables.Issue and Risk Management: Identify,...

About the RoleThis Data Analyst position plays a critical role in supporting our wealth management initiatives by analyzing and modeling data. If you have a strong background in data analysis, data modeling, and financial services, we encourage you to apply.ResponsibilitiesAnalyze and model data to support business goals and objectives.Collaborate with...

Company OverviewTalentvolt Recruitment Search & Solutions is a leading search firm operating across the globe with a strong focus on wealth management, private equity, and insurance.Salary and BenefitsWe are offering a highly competitive salary in excess of $150,000 per annum, with a generous commission structure that provides significant earning potential....

**About the Role:**We are seeking a highly skilled Data Analyst/Data Modelling Specialist to join our team at Orion Innovation. The successful candidate will have a strong background in data analysis and modeling, with a focus on wealth management.**Key Responsibilities:**Collaborate with stakeholders to gather and analyze requirements for data analysis and...