Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Administrative Assistant - Remote/Online/Work From Home (PT/FT) - Hourly Rates Ranging From $15 up to $26.25/hr The core duties and responsibilities of an Administrative Assistant revolve around supporting others. Duties can vary widely,...
Administrative Assistant - Remote/Online/Work From Home (PT/FT) - Hourly Rates Ranging From $15 up to $26.25/hr The core duties and responsibilities of an Administrative Assistant revolve around supporting others. Duties can vary widely,...
The right candidate should have wealth management and comprehensive financial planning experience and have demonstrated success in client-facing roles. They should have a passion for the planning profession and delivering a first-class client...
Are you an Advisor seeing a place to strive? This role will allow you to provide exceptional service to the families you serve while also cultivating new relationships. WHO WE...
A Unique Opportunity at Miracle Mile Advisors an award-winning independent RIA with an amazing culture and national footprint. Miracle Mile Advisors is an independent, nationally-ranked investment advisory firm...
Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services...
The Role What You ll Do As a Senior Consultant, you will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product...
Purpose of Position This role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations. The team has been established to facilitate the operational requirements of...