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Job Description BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. This person must be collaborative, team-oriented, energetic, and willing to provide the highest level of client service maintaining the utmost in ethical standards. The right candidate is passionate and motivated, embodies a strong work ethic, an entrepreneurial mind-set, and enjoys working in a collaborative environment. We prize independent lateral thinkers with diverse points of view. We are as driven to serve and make an impact in our communities as we are to delivering superior results. Our greatest asset is our people and the notable culture that we've built and want to expand. Join us on our journey! Your Responsibilities: • Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity, • Liaise with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services, • Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client's overall wealth management plan, • Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff's work product, • Participate in client meetings with a focus on creating meaningful change, • Act as a resource to other members of the firm by contributing to internal meetings regarding the firm's strategies and offering your thoughts and suggestions, • Assist new clients in defining investment goals as they transition into our firm, • Nurture relationships with various service providers that may offer benefits to our client base, • Minimum of 5 years of relevant work experience, • Experience working with high-net-worth individuals and families with a strong emphasis on client service, • Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments, • Ability to work in a team-based environment and to become an integral part of existing client relationship teams You will need to take the Series 65 exam unless you meet one of the other qualifications below: • You have already passed the Series 65 and your exam has not expired, • You have already passed both the Series 7 & 66 and your exams have not expired, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $130,000 and $170,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Conduct 45-minute weekly video therapy sessions with assigned clients helping them improve their mental health. Independent license to provide mental health counseling services (LPC, LCSW, LMHC, LMFT or similar).

A leading healthcare technology company is looking for a Senior Software Developer in New York. NET, mentoring team members, and collaborating on technical solutions.

Have access to a computer and a reliable internet connection.

Reporting to the Assistant Vice President (AVP), Office of the Chief Operating Officer (COO), the Administrative Assistant plays a key role in supporting executive operations and ensuring the efficient day-to-day functioning of the COO's office, Property Management, and Programs.This position serves

Database management including but not limited to data entry into Excel and Electronic Health Records (EHR) systems. From health and wellness resources to generous PTO, professional development, and more, explore all that we offer on our Benefits Page and see how S:US invests in you. All qualified ap

Location Designation: Hybrid - 3 days per week.This Administrative Assistant role provides proactive administrative support to the Head of Total Rewards and the Head of HR Services & Solutions, and their teams as needed, with a focus on calendar management, meetings planning, and day-to-day operatio

MCG NYC is seeking an experienced Senior Accountant.At Massat Consulting, our commitment to excellence is reflected in the trust our clients place in us.We are proud to serve a diverse portfolio of individuals, businesses, and organizations who rely on our expertise, integrity, and personalized appr

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

The Administrative Assistant (AA) performs a wide range of standard administrative duties.The AA receives guidance, mentoring and training from senior colleagues and his/her manager.The AA is required to have experience in the use of Microsoft Office applications.Operational tasks include: preparing

Administrative Assistant: Transportation Department / Insurance Defense Group.Our legal team is committed to providing each client with quality counsel, innovative solutions, and personalized service.Founded in 2000, the firm offers the legal expertise of its 120+ attorneys, who have accumulated exp

We make applying easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1516529.Diversity of thought and inclusion for all is what drives our success - we invite you to start your journey with us today!.Are you looking for a job with competitive wages,

Mount Sinai advances health for all people, everywhere, by taking on the most complex health care challenges of our time discovering and applying new scientific learning and knowledge; developing safer, more effective treatments; educating the next generation of medical leaders and innovators; and

Tom Net and Clock Net Staff attendance and work hours tracking.

Maintain and update the firm intranet with current event information, newsletters, resources and personnel updates. Maintain and update Women's Initiative, affinity group and inclusion network group lists and related members photo directories.

Founded and headed by Gary Barnett, Extell Development Company is a nationally acclaimed real estate developer of residential, office, retail and hospitality properties, operating primarily in Manhattan and other premier cities across the nation.

Administrative Operations Assistant.The Ad Council convenes creative storytellers to educate, unite and uplift audiences by opening hearts, inspiring action and accelerating change.For more than 80 years, the nonprofit organization and its partners in advertising, media, marketing and tech have been

At Healthcare Admin Jobs, we are a team of dedicated professionals with backgrounds in life sciences, healthcare software technology development, and the provider setting.

Computer proficiency with electronic health records; knowledge of KIPU is preferred but not required. Health insurance (medical, dental, vision), 80 hours vacation time & 40 hours sick time per year, 401k match, commuter benefits.

Administrative Assistant (Restgate).Restgate Hotel is an emergency transitional site for families, with children, experiencing homelessness.This site will be a place where families can feel safe, receive resources and support, while becoming acclimated and part of the community.Roles, Responsibiliti

The Administrative Assistant will provide high-level administrative support to senior leadership and logistical support to a global team, ensuring seamless coordination of complex and fast paced pitch activities and executive meetings.This role requires discretion, sound judgment, and proactive prob

Administrative Assistant & Events Coordinator To The Dean Of Student Services.The Administrative Assistant & Events Coordinator to the Dean of Student Services provides comprehensive administrative, event, and operational support to the Dean and the Office of Student Services.This role requires a hi

This role involves performing administrative functions in support of consultants who work on projects related to health care reform and regulation as well as more general health care consulting engagements. Manatt, Phelps & Phillips, LLP currently has a great opportunity for an Administrative Assist

The Administrative Assistant is responsible for providing administrative and clerical support to the program and assisting administrative staff to facilitate the efficient operation of the program.In many instances, this individual will function as the first point of contact with the program, and mu

Retrieve documents from and place documents into proper receptacles located up to 6 feet high, such as mailboxes, file cabinets, etc.

Calendar Management Diligent, pro-active management of complex agenda and setting of meetings across all time zones.Schedule, track client meetings and support, including Board and Regulatory meetings.Domestic and International Travel arrangements, expense claims, expedited travel services.Coordina

With caring and great resources at hand, we know what it takes to help people live fuller, happier, healthier lives. For your next career move, apply with us at ADAPT Community Network! Wherever you work among our many locations around New York City, ADAPT offers paid training, competitive benefits,

The Location: New York (Hybrid).At *** Global, the Executive Assistant will support the Head of People Operational Excellence and Corporate Functions People Partners.This role is a critical member of the team, setting a high bar and role-modeling our core values of Discovery Partnership, and Integri

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Blackstone is committed to providing equal

A personalized health management program, pet insurance, commuter benefits, identity theft protection, discounts with our network of partners, and fun events are just a few of the optional benefits available. Medical, dental, vision, access to doctors virtually, a flexible spending account to manage

Fox Corporation under the FOX banner produces and distributes content through some of the world's leading and most valued brands, including FOX News Media, FOX Sports, FOX Entertainment, FOX Television Stations, and Tubi Media Group.We empower a diverse range of creators to imagine and develop cultu

Front Office Operations Manager.Managing front office operations, including monitoring the main office email account, answering and screening telephone calls, responding to routine inquiries, and routing communications appropriately Maintaining calendars, schedules, contact lists, databases, files,

HireQuest is a global workforce solutions provider offering everything from on-demand staffing to executive recruiting through our core brands: HireQuest Direct, MRINetwork, Snelling, and TradeCorp. HireQuest does not discriminate on the basis of Race, Color, Religion, Sex, Sexual Orientation, Gende

Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person's race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expressio

Mid-Level Administrative Assistant.Job Title: Mid-Level Administrative Assistant.Workplace: Onsite in building NYC-ONE DAG.Duration: ASAP to 18 months, with potential for conversion to FTE in the future.Are you passionate about providing administrative support in a fast-paced environment? Do you hav

We are seeking a highly organized and proactive Administrative Assistant to support senior leaders within a fast-paced, team-oriented environment.This role requires exceptional attention to detail, strong communication skills, and the ability to manage multiple priorities while maintaining a high le

Become invested in the community! Join a global investment group and take pride in helping build a sustainable future.We value your unique contribution to a world-class team.We give you work that allows you to flourish and excel.We offer opportunities to learn from experts who generously share their

Administrative Assistant - III (USD).Location: NYC Home Office Hybrid.On-site: Tuesday, Wednesday, Thursday.Duration: 36 months (strictly contract; no conversion).First interview: Microsoft Teams.Provide comprehensive, high-level administrative support to several Vice Presidents within the Field Ex