Wealth Management Concierge

Job description          

Job Description:
Wedbush Securities is one of the largest securities firms and investment banks in the nation. Our Los Angeles office is seeking a Wealth Management Concierge who will be the point of contact between our retail branch offices and corporate office. The ideal candidate will be extremely organized and have the ability to work in a demanding and fast-paced environment with colleagues across multiple offices handling confidential information, and having regular interaction with professionals within Wedbush. Responsibilities include, but are not limited to: Serves as point of contact between retail branch offices and corporate office Coordinates Headquarters VIP office tours for potential Financial Advisor recruits Works directly with Branch Managers to coordinate itinerary, arrange travel and provide day of schedule coordination Provides Branch Managers with guidance on the Financial Advisor onboarding process Assists with coordinating the President’s Club Awards travel for Wealth Management team Provides general administrative support to the Wealth Management leadership team Answers and directs calls and acts as an information resource Acts as a liaison and problem-solver to both internal and external contacts Handles confidential and sensitive information with tact and discretion Performs other duties and works on special projects as required
Required Experience:
BA/BS degree from an accredited college or university preferred 1+ years of administration, coordinator or customer service experience in banking or financial services preferred Financial services industry or understanding of brokerage business preferred Proficiency in MS Office software Excellent verbal and written communication skills Strong organizational, time management and project management skills Ability to multi-task with effective problem solving skills Excellent presentation skills is a must Ability to handle stressful and difficult situations, discerning when to escalate matters to management
From: Wedbush Securities
Wedbush Securities California jobs

Wedbush Securities

California jobs

California jobs

 California jobs  California jobs

Job Description

Purpose of Position: To provide analytical support to the Pricing and AR function by evaluating and supporting improvement opportunities as well as helping to drive change ...

Job ID: 157544
Store Name/Number: CA-Valley Fair (0018)
Address: 2855 Stevens Creek Blvd., Suite #1067, Santa Clara, CA 95050, United States (US)
Hourly/Salaried: Hourly (Non-Exempt)

Requisition ID: 118443
Store #: 005871 Sunglass Hut
Position:Casual Part-Time
Sunglass Hut is a global leader in the sale of premium sunglasses with over 2000 retail stores across Nort...

Loan Processor

Our Operations team is the grease for our wheels. We have a strong ecosystem at loanDepot, and it all revolves around providing the tools to ensure success in every role. Our operations teams which...

Class C Driver

We believe that working at Goodwill is more than collecting a paycheck. We are a mission driven and diverse nonprofit organization that values safety, belonging and learning in the workplace. We in...

Wedbush Securities California jobs

Wedbush Securities (California jobs)

 Jobs in organization(state)

Job Description:
Wedbush Securities is one of the largest securities firms and investment banks in the nation. Our Los Angeles office is seeking a Wealth Management Concierge who will be the po...

Job Summary: Key Job Responsibilities
The Project Coordinator is responsible for administering and organizing all types of projects, from simple activities to more complex plans. Responsibilit...


Dignity Health Connected Living has been serving seniors in Shasta County since 1968. Our programs have been designed for seniors and people with disabilities. We are dedicated to meeting each pati...

Job Description:
Headquartered in downtown Los Angeles, Wedbush Securities is one of the largest full-service investment banks and securities firms in the nation. Our HR Department is seeking a...

Job Summary: The Front Office Assistant (Ambassador) is the face of the practice and works cooperatively with the practice team to deliver five-star care to our patients. S/he ensures that every in...