Lincoln Financial Advisors Corp. - Denville, NJ

Financial Advisor Assistant*. Financial Advisor Assistant - Part Time. Maintain follow-up systems for pending client issues....

$18 - $20 an hour

RPG Life Transition Specialists - Riverwoods, IL

Service client accounts. Handle customer service and client needs. File client statements, correspondence, agreements, paperwork, etc....

Estimated: $39,000 - $54,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Financial Design Agency of Ohio - Fostoria, OH

Provide administrative assistance and client service to financial advisors and their clients. The Client Service Assistant at Financial Design Agency of Ohio...

Estimated: $31,000 - $40,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Reis Financial Services, LLC - West Bend, WI

Files client correspondence. The Financial Advisors Assistant will act as a liaison between the client, Financial Advisor,....

Estimated: $36,000 - $47,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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Retirement Security Centers - Sacramento, CA

Together, we provide our clients with an exquisite financial planning client experience. Financial Planner Administrative Assistant*....

$18 - $20 an hour

Peach365 - Memphis, TN

This is an office position candidates must be comfortable answering phone calls and speaking directly to clients....

Estimated: $26,000 - $33,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Lincoln Financial Advisors - San Ramon, CA

Financial Planner Administrative Assistant*. We believe in providing our clients with a “5 Star” client experience whether it be through the service delivered...

$22 - $26 an hour

Peach365 - Indianapolis, IN

This is an office position candidates must be comfortable answering phone calls and speaking directly to clients....

Estimated: $24,000 - $34,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Northwest Federal Credit Union - Herndon, VA3.5

Schedule annual advisory client review meetings and assist advisory with recording reviews into CRM. The Client Service Assistant II (CSA II) provides direct...

Estimated: $36,000 - $48,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

JCF Financial Advisory - Fort Worth, TX

Confirm client meetings via phone. Work with 1st assistant to complete accurate paperwork for annuity new business....

$13 - $15 an hour

USI Holdings Corporation - Glastonbury, CT

Responsibilities as Client Account Coordinator:. Assist administrative team in completing Advisory Billing. Maintain complete and accurate list of all clients,...

Estimated: $43,000 - $56,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

AMERIPRISE FINANCIAL SERVICES, INC - Monroeville, PA3.9

Document client contact/calls. Greet clients upon arrival. This role provides client relationship and general practice management support through gathering...

$16 - $18 an hour

The Vanguard PR - Boston, MA

PR assistants will aid in performing the following tasks:. Ability to assist clients from concept to production....

$12 - $15 an hour

Restivo Monacelli LLP - Providence, RI

The position requires excellent interpersonal skills and phone demeanor, and a consistently professional client service attitude....

Estimated: $26,000 - $36,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Willis Towers Watson - Nashville, TN3.8

Assistant Client Services Specialists are responsible for assisting day-to-day servicing relationship with client decision-makers....

Estimated: $42,000 - $59,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Leidos - Bethesda, MD3.8

The Special Assistant will:. Leidos is seeking highly qualified candidates to support a government client....

Estimated: $71,000 - $98,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Health & Wellness Partners - Ramsey, NJ

In addition, the Creative Services Assistant needs to be firm yet flexible to meet the ever-changing internal and external client demands, while at the same...

Estimated: $31,000 - $42,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Marmaras & Smith, LLC - Bedminster, NJ

Marmaras & Smith, LLC, a private wealth management firm in Bedminster, NJ, is seeking a highly motivated individual to assist in servicing high net worth...

$40,000 - $50,000 a year

Advisory Alpha - Holland, MI

Prepare reports and materials for prospective client meetings and client review meetings. The firm manages nearly $500M in client assets and has partnerships...

$15 - $20 an hour

Net Worth Advisory Group - Sandy, UT

Position open for Client Service Assistant for Net Worth Advisory Group. Net Worth Advisory Group is a Fee-Only, Registered Investment Advisory Firm and has...

$20,000 - $30,000 a year

Utah State University - Salt Lake County, UT4.3

Help organize clubs, work with 4-H advisory boards, and assist with volunteer and youth leader training. The 4-H Program Assistant for Outdoor Programs assists...

$10 an hour

Scarborough Capital Management - Annapolis, MD

Scarborough Capital Management provides active investment management and financial advisory services for approximately 4,000 clients around the country....

$32,000 - $40,000 a year

TFG Advisers LLC - Auburn Hills, MI4

Manages client communications and follow-up with clients’ other custodians. As a company recognized by Barron’s as a top 1000 Registered Investment Advisory...

$12 - $14 an hour

AMERIPRISE FINANCIAL SERVICES, INC - Monroeville, PA3.9

Document client contact/calls. Greet clients upon arrival. This role provides client relationship and general practice management support through gathering...

$16 - $18 an hourSponsored

Insight Wealth Strategies, LLC - San Ramon, CA

Insight Wealth Strategies, LLC is an SEC Registered Investment Advisory Firm offering comprehensive fee-based financial planning services to our clients....

$14 an hourSponsored

Uhlmann Price Securities, LLC - Chicago, IL

Prominent FINRA broker-dealer and SEC Registered Investment Advisory firm is seeking an experienced, registered Series 7 sales assistant to support a senior...

Estimated: $41,000 - $57,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

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