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Summary Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You ...

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties: Conducts all on-going client meetings once prospect transitions to a client.Solves complica...

Summary Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You ...

The Financial Professional may also rely on technical specialists to develop product, investment or ... to the firm's assets under management and revenue growth • Must pass criminal and credit ...

Monitor lead flow, contact, and follow up. * Serves on investment management committee or helps determine firm investment strategies for clients. * Works with Senior Advisor to manage and leverage ...

Offer specific investment solutions based on client needs and objectives * Effectively communicate ... Participate in department/firm meetings, engaging colleagues across different areas, participate ...

Develop an understanding of all service offerings, investment products, current market and broad ... planning firm * Prior direct client relationship or sales experience preferred * Series 7 & 66 ...

IDOM is an international engineering and consulting firm with headquarters in Spain, and over 5300 ... IDOM invests in developing its professionals including job-related professional training with ...

IDOM is an international engineering and consulting firm with headquarters in Spain, and over 5300 ... Inc. invests in developing its professionals including job-related professional training with ...

IDOM is an international engineering and consulting firm with headquarters in Spain, and over 5300 ... Inc. invests in developing its professionals including job-related professional training with ...

... firm? 🌟 Do you want to join a close-knit IT team with the opportunity to wear a number of hats ... You will be working for an organisation who invest heavily in technology and truly understands its ...

Now accepting applicants for Focus Group studies.Earn up to $750 per week part-time working from home.Must register to see if you qualify.No Administrative Assistant admin experience needed.Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists.Our company is seeki...

Up to $21 per hour - As an Administrative Assistant you'll: Assemble completed tax returns in Adobe format for electronic delivery; Maintain a working knowledge/competency of appropriate systems and applications, including Word, Adobe, Excel and Outlook; Effectively file resources and/or document...

As a participant in the PS+ Collaborative, we have the opportunity to interact and share best practices with other professional services firms across the U. Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. There is a difference among a...

Office Assistant / Fully Remote] - Anywhere in U.Up to $50K per year / Health, vision, and dental / PTO / 401k match / Flexible hours - As an Administrative Assistant you'll: Coordinate complex calendars, manage email, take meeting notes, and help create Google slide presentations; Keep projects ...

A successful psychotherapy practice with over 60 therapists is looking for an Executive/Personal Assistant to the CEO/Head Therapist.The role is primarily remote except when there are things that are needed to be done at the home in Greenpoint.There is an intern to run errands and do other tasks ...

Up to $21 per hour - As an Administrative Assistant you'll: Assemble completed tax returns in Adobe format for electronic delivery; Maintain a working knowledge/competency of appropriate systems and applications, including Word, Adobe, Excel and Outlook; Effectively file resources and/or document...

Administrative Assistant / Remote] - Anywhere in U.As a Virtual Executive Assistant you'll: Administrate and implement assigned tasks from clients in your virtual environment; Utilize your skills and embrace your resourceful skill-set to complete them; Manage calendars and set appointments with c...

Office Assistant / Fully Remote] - Anywhere in U.Up to $50K per year / Health, vision, and dental / PTO / 401k match / Flexible hours - As an Administrative Assistant you'll: Coordinate complex calendars, manage email, take meeting notes, and help create Google slide presentations; Keep projects ...

Our financial services clients include investment advisers and administrators from every sector of the industry, including hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment man...

Up to $21 per hour - As an Administrative Assistant you'll: Assemble completed tax returns in Adobe format for electronic delivery; Maintain a working knowledge/competency of appropriate systems and applications, including Word, Adobe, Excel and Outlook; Effectively file resources and/or document...

Office Assistant / Remote] - Anywhere in U.Competitive pay / Benefits (Medical-Dental-Vision-Disability-401k) / Generous time off - As an HR Administrative Assistant you'll: Answer and direct departmental emails and phone calls; Process required paperwork for employee transfers, changes in job cl...

Office Assistant / Fully Remote] - Anywhere in U.Up to $50K per year / Health, vision, and dental / PTO / 401k match / Flexible hours - As an Administrative Assistant you'll: Coordinate complex calendars, manage email, take meeting notes, and help create Google slide presentations; Keep projects ...

Executive Administrative Assistant Job Locations US-NY-Rochester Category Administration Type Regular Full-Time FLSA Status Non-Exempt Shift Days Department Administration Corporation Name DePaul Group Overview The Executive Administrative Assistant provides high-level administrative support to s...