Financial Advisor Assistant jobs in Ohio

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Client Service Associate

Cardinal Pointe Financial Group - Beavercreek, OH 45440
Greet clients in a professional courteous manner and notify advisor or assistant; Take messages or direct calls to the appropriate advisor or assistant;...
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Tax and Financial Planning Assistant

Demers Financial Planning - Columbus, OH 43221 (Upper Arlington area)
This person will be responsible for updating the client's comprehensive financial plans quarterly. We are looking for someone with experience in the financial...

8th Grade Drama Club Advisor

Parma City School District 5 reviews - Parma, OH
Knowledge of financial accounting. 8th Grade Drama Club Advisor. Organize and direct related fund-raising activities Coordinate financial aspects of plays,...

Wealth Management Advisor/Financial Planner I, II, or III

S&T Bank 13 reviews - Akron, OH
Provides training and supervision of assistants including licensed assistants. Utilizing provided financial and estate planning software tools when applicable....

Middle School Drama Club Advisor

Parma City School District 5 reviews - Parma, OH
Knowledge of financial accounting. Middle School Drama Club Advisor. Organize and direct related fund-raising activities Coordinate financial aspects of plays,...

KIS Admin. Assistant/ Licensed Admin. Assistant

KeyBank 172 reviews - Cleveland, OH
Notify Financial Advisors, Associate Financial Advisors, and Licensed Investment Associates of any updates to the compliance manual....

Program Coordinator

Wright State University 81 reviews - Dayton, OH
$35,092 a year
Assist program advisors in planning and executing recruiting events. Assist program advisors with planning and executing on-site student orientation events....

Trading / Services Specialist II

Fifth Third Bank 774 reviews - Cincinnati, OH
$40,000 a year
Respond to calls regarding margin calls, Reg T buy-ins and sell-outs, status of transfers, and all other issues related to client accounts for Financial...
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Accountant 2, General Accounting

Case Western Reserve University 95 reviews - Cleveland, OH
Experience with PeopleSoft Financials preferred. Interpret new or updated policies, procedures and compliance that influence the day-to-day financial operations...

Assistant Manager

First Financial Bank 99 reviews - West Chester, OH
Mentoring and role model for Client Service Advisors. The Assistant Manager I will demonstrate the highest level of personal sales and service skills in the...
Administrative Assistant
Transamerica 136 reviews - West Chester, OH
On helping customers secure their long-term financial futures. Transamerica Life Insurance Company and AEGON USA Reality Advisors,....
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