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Fintech • Software • Financial Services
Provide executive support through calendar management, travel arrangements, and communication with stakeholders. Responsible for organizing meetings and events.
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DeemMicrosoft 365Workday
Fintech • Software • Financial Services
The Administrative Assistant supports executives with daily tasks, manages calendars, handles communications, and arranges travel while ensuring organizational efficiency.
Top Skills:
M365Workday
Fintech • Software • Financial Services
The Lead Client Onboarding Specialist manages the onboarding of institutional clients, ensures compliance, supports a team, and maintains client relationships during the transition to services.
Top Skills:
FinraSeries 7Series 99Sie
Fintech • Software • Financial Services
The Lead Client Onboarding Specialist oversees the onboarding process for advisory clients, ensuring compliance and exceptional experiences, while leading a team and facilitating internal and client communications.
Top Skills:
Finra SieSeries 7Series 99
Fintech • Software • Financial Services
The Strategy Coordinator will support the Advisory team by enhancing strategy execution, driving projects, managing data, and fostering collaboration across departments while performing in-depth analyses.
Top Skills:
ConfluenceJIRAMicrosoft 365Power BI
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