Private Wealth Administrator - Dallas, Texas, United States

· Allworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solu ...

The Private Wealth Administrator provides high-level administrative support to the Head of Private Wealth Strategies. This role serves as the operational and coordination backbone for a rapidly growing private wealth consulting platform. · Serve as a key internal point of coordin ...

The Private Wealth Administrator provides high-level administrative and sales support to the Head of Private Wealth Strategies. · ...

Your role · Are you a confident decision maker and problem solver? Are you passionate about coaching and developing talent? Do you enjoy leading people and have the ability to influence people around you in positive and professional way? · Manage a team of Client Service Associat ...

Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented environment. This role partners closely with business leaders, firm executives and assistant colleagues to ensure seamless calendar management, meeting coordina ...

Description · Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented environment. This role partners closely with business leaders, firm executives and assistant colleagues to ensure seamless calendar management, me ...

Job Description · Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented environment. This role partners closely with business leaders, firm executives and assistant colleagues to ensure seamless calendar management ...

Our Administrative Assistants provide high-quality, proactive administrative support within a fast-paced, team-oriented environment. This role partners closely with business leaders, firm executives and assistant colleagues to ensure seamless calendar management, meeting coordina ...

We are seeking a talented administrative receptionist to join our dynamic team. The ideal candidate should thrive in a fast-paced environment, be detail-orientated, organized, possess strong communication skills. · Greet clients and visitors. · Maintain client files. · ...

We are looking for a full time Wealth Management Client Services & Operations Coordinator. · ...

About the client: Our client is a leading financial planning and advisory firm dedicated to providing innovative and personalized wealth management solutions. They are known for their client-centric approach and use of advanced technology to deliver comprehensive financial strate ...

Katten seeks highly qualified Associate to join Private Wealth Department in Dallas office.Katten is seeking an experienced associate to join its premier Private wealth department. · ...

Staffmark Group · is currently looking for a bright, energetic and friendly · Administrative Assistant · to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess ...

· DUTIES and RESPONSIBILITIES: · Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not · limited to:Investments · Estate planning · Tax planning · Debt management · Insurance · Work closely with ...

United States - Texas · Business management, administration and support · Global Wealth Management · Job Reference # · 335486BR · City · Dallas · Job Type · Full Time · Your role · support the branch management team administratively · support the hiring process and maintain all H ...

· DUTIES and RESPONSIBILITIES: · Perform client investment account administration and maintenanceFamiliarization with entity structures (Individuals, Trust, Corps., LLP) · Prepare brokerage account applications · Process account maintenances (close accounts, registration changes ...

· POSITION OVERVIEW: The Senior Staff Accountant will have primary responsibility for the daily Federal Reserve bank reconciliation process for Tolleson Private Bank and the Accounts Payable function. · REPORTS TO: Corporate Controller · WORK TYPE: In-person · DUTIES and RESPONS ...

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success — today and tomorrow. · While ...

Wealth Management Associate is part of the Advisory Services Group (ASG) providing platforms and services to registered advisors in HTS, MIN and Correspondent firms who manage private portfolios for both high net worth individuals and institutional clients. · This role will play ...

The Trust Officer will be an integral member of the TRB Trust & Wealth Management Trust team, responsible for the administration of personal trust, estate, and fiduciary accounts in accordance with governing documents, applicable laws, and bank policies. · ...