TalentLink Solutions jobs

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ADMINISTRATIVE ASSISTANT - FINANCIAL SERVICES - NOW HIRING

Secure files and maintain all confidential client and required information. Prepare, organize, coordinate, and maintain all client paperwork, submitting within 24 hours; manage the transfer of assets. Prepare Advisors for meetings...

CompanyTalentlink Solutions
AddressReno, NV
CategoryInformation Technology
Salary$20.00 to $27.00 per hour
Job typeFull-time
Date Posted 4 days ago See detail

Administrative Assistant - Financial Services - Now Hiring

Talentlink Solutions

Reno, NV

$20.00 to $27.00 per hour

Secure files and maintain all confidential client and required information. Prepare, organize, coordinate, and maintain all client paperwork, submitting within 24 hours; manage the transfer of assets. Prepare Advisors for meetings...

Portfolio Analyst

Talentlink Solutions

Atlanta, GA

Prepare portfolio research reports at the request of the investment committee. Allocate aggregated trades across accounts. Monitoring to ensure portfolios stay within tolerance bands. Rebalancing accounts into portfolio models. Ac...

Associate Advisor - Financial Services

Talentlink Solutions

Boise, ID

Participate in the full cycle of client relationships, from onboarding and initial strategy discussions to implementation and regular review meetings with clients. Assess each client's financial circumstances, values, and investme...

OSJ Branch Office Assistant

Talentlink Solutions

Folsom, CA

Act as the first point of contact for clients and Financial Professionals over the phone, email and/or in person. Serve as a liaison between clients, Financial Professionals, and the Home Office. Set up and maintain files, both pa...