office coordinator, wealth management Jobs - 623


Morgan Stanley - New York,NY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations,...

Date : 2025-03-18T12:35:27Z

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Advantage xPO - New York,NY

Advantage xPO - JobID: 1861853 [Office Assistant / Receptionist] As an Administrative Assistant at Advantage xPO, you'll: Assist with scheduling and coordinating meetings; Manage office supplies and inventory; Handle incoming calls and emails;...

Date : 2025-03-13T05:56:35Z

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Advantage xPO - New York,NY

Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious...

Date : 2025-03-21T03:19:15Z

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Flagstar Bank - Hicksville,NY

The Wealth Services Back-Office provides certain administrative functions to support front-line Financial Consultants, Sales Managers and Sales Assistants such as, transaction research, on-boarding new Financial Consultants, handling business...

Date : 2025-03-14T12:34:20Z

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Molina Healthcare - Syracuse,NY

Job Description Job Summary The Risk & Quality Performance Manager position will support Molina's Risk & Quality Solutions (RQS) team. This position collaborates with various departments and...

Date : 2025-03-20T06:43:59Z

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Key Bank - Tarrytown,NY

Location: 660 White Plains Road - Tarrytown, New York 10591 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment...

Date : 2025-03-21T06:56:45Z

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Manning & Napier - Rochester,NY

Summary As a Wealth Management Assistant you will support the Wealth Managment and/or Asset Management Services Team. The Wealth Management Assistant will demonstrate the ability to escalate issues as appropriate and work in...

Date : 2025-03-18T13:16:30Z

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Equitable Advisors - Syracuse,NY

Hiring for full-time, in-person for our office in Syracuse, NY! Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their...

Date : 2025-03-18T15:23:56Z

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City National Bank - New York,NY

**INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS MANAGER** **WHAT IS THE OPPORTUNITY?** Working within the Wealth Management division, this role will be part of the team that provides oversight and guidance to City...

Date : 2025-03-14T07:08:08Z

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Bank of America - Clifton Park,NY

Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...

Date : 2025-03-13T18:18:13Z

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