Private Wealth Management Administrative Assistant

Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...

Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...

Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...

Alvarez & Marsals Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, a Director, Management, Wealth, Leadership, Industry, Client Relations, Business Services

Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in...

Financial Planning and Financial Reporting skills Strong Analytical Skills Excellent knowledge of Finance and Accounting principles Ability to communicate complex financial concepts in a clear and concise manner Strong attention to detail and accuracy Bachelor's degree in Finance, Accounting, or related field Professional certification such as CFP will be...

Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in...

Firm Summary: Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in...

Job DescriptionJob DescriptionNote- Need to focus on BA with wealth management. Other skills are not must have.Title- BA with Wealth ManagementLocation- Newark, DE and Atlanta, GA- hybrid onsite. Can submit non local.Any on W2 except H1B, OPT, TNVideo InterviewDuration- 6 monthsRate- $56/hr with 10+ yearsJob Description-Prior experience in Financial...

Firm Summary:Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in Boston, New York, Houston, San Francisco, Richmond, Atlanta, Washington, D.C. and Denver, the firm specializes in the...

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

Business Function Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our...

Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing...

Job DescriptionJob DescriptionPOSITION SUMMARYThis position is for a large-scale gated HOA located in Milton. It is responsible for direct phone and internet-based customer interaction and promptly resolving a wide variety of inquiries while ensuring a high level of customer service to homeowners and residents of the community. Individuals should possess...

Job Summary:  Reporting to the Board Co-Chairs and the Museum & Program Manager, the Museum Assistant supports the museum’s administration/office management, communications, and guest experience functions.  Note: While the focus of this role is administrative in nature, all Wren’s Nest staff members are required to train on and be capable of...

Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Description: POSITION SUMMARY Registered Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered Client Relationship Analyst assists with the development and growth of business by focusing on servicing clients and understanding their investment objectives. This is...

Job Description: The core duties and responsibilities of an Administrative Assistant revolve around supporting others. Their job duties can vary widely, not just from job to job, but from day to day at the same job. On any given day, they may perform a variety of tasks, such as: Answer phones and greet visitors Schedule appointments and maintain...