Wealth Management Administrative Lead

About Coldstream Wealth ManagementColdstream Wealth Management is a reputable employee-owned wealth management firm with offices across the United States. Founded in 1996, our company is committed to providing exceptional client service and fostering a supportive, inclusive work environment.Job OverviewWe are seeking an organized, professional Office...

Transcend Practice Management is a leading wealth management firm in Maine, with over $500M in client assets. We pride ourselves on our client-centric approach, combining investment management, retirement planning, and legacy wealth strategies to create personalized financial plans. Our team is built on unwavering integrity, positivity, and a passion for...

In this role, you will have the opportunity to make a meaningful impact on our clients' financial lives by providing expert guidance and support. We are looking for a seasoned Financial Advisor who shares our passion for delivering exceptional client service and has a proven track record of success in the industry.Key Requirements:A minimum of 5 years of...

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.Job DescriptionWe are looking for a highly motivated individual who is driven by the need to help clients identify and achieve their financial goals through various planning services.Making strategic...

About Coldstream Wealth ManagementColdstream Wealth Management is a leading wealth management firm based in Portland, with a mission to provide exceptional client service and financial expertise. Our team is dedicated to helping individuals and families achieve their financial goals.

Job Summary: We are seeking a talented Client Success Lead to join our team at TalentLink Solutions. As a key member of our wealth management team, you will be responsible for delivering exceptional client experiences.Key Responsibilities:Establish and build client relationships according to client service matrix and segmentation standardsCollaborate with...

Company OverviewStoel Rives LLP is a leading law firm that provides exceptional legal services to its clients. With a strong focus on wealth management, estate planning, and non-profit law, we are committed to delivering high-quality results.Salary and BenefitsThe salary range for this position is $54,000 - $90,000, with a competitive total rewards program...

Coldstream Capital Management is seeking a highly skilled and organized Office Manager/Administrator to support our clients and teams at our Portland office. This role offers an excellent opportunity to utilize administrative skills and gain knowledge of the financial services industry.This position reports directly to the HR Director and oversees all front...

We are seeking a highly experienced Strategic Technology Architect to join our team at Fisher Investments. With over 10 years of experience in solution, technical, and business architecture roles, you will play a key part in shaping the technology landscape of our global wealth management firm.Job SummaryThe Strategic Technology Architect (Portfolio...

We are seeking a motivated and ambitious Wealth Management Advisor to join our team at Baystate Financial. As a financial advisor, you will work closely with clients to understand their financial goals and develop tailored plans to achieve them.The ideal candidate will have excellent communication skills, a strong understanding of the financial industry, and...

Coldstream Capital Management is recruiting an Office Manager/Administrator to work closely with our clients and wealth management teams in Portland. This is a fantastic opportunity to apply your administrative expertise and learn about the financial sector.The successful candidate will be responsible for:Ensuring a welcoming atmosphere for clients and...

We are seeking an experienced Supervisory Clinical Administrative Specialist to join our team at MSCCN. In this role, you will oversee the administrative operations of our mental health division, ensuring alignment with our organizational goals and objectives.">About Us: MSCCN is a leading provider of healthcare services, dedicated to delivering exceptional...

Key ResponsibilitiesThis role involves managing all front desk and administrative operations, including greeting visitors, answering phone calls, managing mail and deliveries, planning events, ordering supplies, and providing support to the wealth management teams.The ideal candidate will be able to communicate effectively with a wide variety of people,...

Nursing Administrator Role OverviewThe Nursing Administration Lead position is responsible for managing nursing administration tasks, ensuring high-quality patient care and compliance with healthcare regulations.Job SummaryThis role includes overseeing nursing staff, coordinating patient services, and collaborating with healthcare providers to ensure...

Job OverviewWe are seeking a highly skilled Clinical Administrative Manager to join our team at MSCCN. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our organization.About the RoleThe successful candidate will be responsible for leading the administration of mental health services, ensuring high-quality...

About the RoleTalentLink Solutions is a leading wealth management firm, seeking a highly skilled Senior Client Service professional to join our team. We offer a full benefits package and a hybrid office schedule to our team members.This role requires an administrative pro who is organized, able to work independently, and thoroughly enjoys being part of a...

Job OverviewWe are a Maine-based wealth management firm managing over $500M in client assets. We pride ourselves on our client-centric approach, employing a combination of investment management and legacy wealth strategies to craft truly individualized financial plans.We are seeking an experienced Financial Planning Expert to join our team. As part of a...

Job Title: Nursing Team Lead AdministratorDescription:We are seeking an experienced and compassionate Registered Nurse to lead our nursing team as a Nursing Team Lead Administrator. This is a fantastic opportunity to take your career to the next level and make a meaningful impact on the lives of our patients.In this role, you will be responsible for...

Explore a rewarding career with AMS, Association Management Services, as an Association Administrator. This exciting opportunity allows you to utilize your organizational skills and attention to detail to support the efficient operation of our associations.About the RoleThe Association Administrator will be responsible for managing various aspects of...

OverviewAllied Universal is a leading security and facility services company seeking a highly skilled Client Manager to lead a business segment in a designated region. This role requires strong service orientation, excellent interpersonal, leadership, and organizational skills to enhance client experiences, build long-term meaningful relationships, and...