CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
3+ YOEHigh school diploma, 3 years of administrative experience supporting professionals, 2 years in real estate, Microsoft Office experience, financial analysis, lease abstraction, research, and web publishing skills.
Amerant BankNYSE: AMTB: Provides commercial and retail banking and wealth management services.
2+ YOEAssociate degree in banking, finance, business administration, or related field; bachelor's preferred. Requires 2–4 years servicing international customer accounts, bilingual English-Spanish skills, and NMLS registration or willingness to register.
Pero Family Farms: Produces and distributes fresh and organic vegetables for retail.
3+ YOEBachelor's degree in business administration, supply chain management, or related field; 3+ years in client services, customer relations, or account management; CRM, project management, and Microsoft Office proficiency.
Project management tools, CRM software, Microsoft Office
Omega Healthcare: Providing technology-enabled revenue cycle management for healthcare organizations.
15+ YOE5+ Mgmt15+ years in healthcare revenue cycle; Bachelor’s in healthcare administration or business; Master’s preferred; 5+ years in client partner/portfolio growth; remote work; up to 25% travel.
Konare Law: Boutique law firm providing immigration and deportation defense services.
2+ YOEBilingual English/Spanish, high school diploma, 2+ years in a professional office with customer service experience, discretion with sensitive client information, familiarity with client intake, billing, and scheduling.
LexisNexis, AILA Library, Practice Law Institute (PLI), Law360, Master Series, E-Verify
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Providing professional client service, managing client/pet flow, performing administrative and financial tasks, scheduling appointments, and entering patient information into computer systems.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors, execute money movement transactions, manage client inquiries, and assist with digital tool enrollment. Series licenses may be required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2+ YOE2 years investment industry experience, high school diploma, administrative and clerical knowledge, customer service and communication skills; FINRA Series 7/66 or 63/65 preferred.
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yrOnsiteFull Time
Chilton Trust: Provides bespoke private wealth management and fiduciary services.
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; SIE and Series 7 plus Series 66 or Series 63 & 65 (or willingness to obtain within 12 months); proficient with Microsoft Office; strong client service, communication, detail and compliance skills.
Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LinkedIn, Twitter, Private Wealth Management technology platforms
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of industry or administrative experience, securities licenses or willingness to obtain them, Microsoft Office proficiency, strong communication, organization, analytical, problem-solving, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, Twitter