- WSFS Bank (Wilmington, DE)
- …is more than part of our name, it's our mission and our purposeThe Trust Assistant will work on assigned tasks under the supervision of the Group Manager and/or Team ... Administration in performing all tasks necessary for proper administration of trust, investment management, custody of IRA accounts as well as account and file… more
- PrideStaff (Lisle, IL)
- Administrative Assistant - Lisle IL Pay Rate: $18-$20/hour DOE Part-Time, Temp-To-Hire (approx. 30 hours a week) Schedule: 12pm -5pm Mon-Fri 30hours Our client is a ... the appearance and performance of their customers' number one investment - their homes! They are looking for an...are looking for an enthusiastic, skilled, and experienced Administrative Assistant to support the Owner and the rest of… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …a player coach role, approximately 50% of your time will be spent in the Executive Assistant role to individuals on the senior sales management team and 50% of ... role you will engage with at least one lead sales manager for each Executive Assistant to...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- Passport Auto Group (Suitland-Silver Hill, MD)
- …retail sales associate, retail account manager, retail manager, retail assistant manager, hotel manager, hotel assistant manager, restaurant supervisor, ... FINANCIAL, BUSINESS SALES REP, B2B SALES , B2B SALES REP, SALES REP, PSYCHOLOGY, INVESTMENT , COLLECTIONS, HOTEL, RESORT, STORE, CASHIER, RESTAURANT,… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- Job Description:A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to ... life. You understand the ins and outs of both sales and operational activities within a branch environment. Your...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own… more
- First International Bank and Trust (Watford City, ND)
- Investment Sales Assistant Department: Investment (ICA) Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... work for 10 years running. We are seeking a motivated and detail-oriented Investment Sales Assistant to join our team. The successful candidate will provide… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in ... our products help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment… more
- Citizens (Johnston, RI)
- …about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may… more
- Atria Wealth Solutions (Dublin, CA)
- …with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Dublin, CA area. About Patelco Credit Union Patelco ... this role, responsibilities will include providing member service and sales support for the Investment & Insurance...+ Supports entire program and pitches in when other assistant (s) are out, if applicable. + Sets and keeps… more
- Atria Wealth Solutions (Los Angeles, CA)
- …with CUSO Financial Services, L. P. (CFS) Los Angeles Federal Credit Union is seeking a Sales Assistant to join the team in the Los Angeles, CA area. From its ... to its members grew as well and the continued growth in the investment program has created the need to add a Sales Assistant to the team. As a Sales … more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the ... years. We're a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica's… more
- HUB International (Culver City, CA)
- …and more! **THE OPPORTUNITY:** We currently have an opportunity for a Marketing and Sales Assistant (Strategic Resource Assistant ) in our California region. ... the life blood of our organization by supporting our sales growth and retention initiatives. You will be led...providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- The Senior Sales Assistant (SSA) is responsible for helping Senior Financial Advisors (primarily) and Financial Advisors (on a limited basis) increase production ... member center referral system. (20%) + Acts as lead sales assistant by providing guidance to ...to federal and state regulations/laws as they pertain to investment and/or insurance. + Demonstrated ability to learn and… more
- JPMorgan Chase (New York, NY)
- …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Corporate & Investment Banking, you will need to work well in ... Become an integral part of Corporate & Investment Banking team where you will have the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- AAA Mid Atlantic (Willow Grove, PA)
- …membership (inclusive of product & service discounts) The primary duties of the Insurance Sales Agent Assistant are: + Supports agents by maintaining & building ... years + Optional career path to become an insurance sales agent + 4 weeks of paid training +...Club Alliance (ACA) is an equal opportunity employer. Our investment in Diversity, Equity, and Inclusion:At ACA, we are… more
- AAA Mid Atlantic (Dayton, OH)
- …with company match up to 7% The primary duties of the Staff Assistant /Team Lead are: + Consistently up-sell/cross-sell AAA products including new memberships, credit ... + Have a high school diploma/GED + Minimum of six (6) months of sales /customer service experience + Have effective communication skills both written and oral +… more
- M&T Bank (Syracuse, NY)
- **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... prospective clients to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing sales… more
- HEI Hotels and Resorts (Annapolis, MD)
- …and invite all qualified military candidates to apply. Overview Assist the Sales Team in the administrative functions required for effective hotel sales ... days of hire. Responsibilities + Act as Liaison between Sales Manager(s) and clients in Sales Manager's...and financial wellness, creating value in your most important investment - you!For your physical and mental wellness we… more
- BMO Financial Group (GA)
- …that can lead to improved efficiency and service levels. + Performs client sales & service support activities as required to meet client needs and maintain ... timely and accurate completion of transaction processing. + Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance… more
- Mill Creek Residential (Boston, MA)
- …this role, or another role and make your mark at Mill Creek._** The Assistant Vice President will own and drive all multifamily acquisitions in their territory ... and/or mezzanine debt within their territory. Generate pipeline of investment opportunities within territory, including off-market transactions, and ensure realistic… more
