Private Wealth Management Administrative Assistant - ...

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment.Administrative Assistant position is a 12-month contract working onsite at our client are responsible for general office support, including but not limited to:Managing travel & expenses, including making travel arrangements and processing expenses for team membersProcessing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanningProviding general administrative services to teams, such as maintaining calendars and schedules, and answering phonesCoordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitorsAssisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer serviceQualificationsProficiency in Word, Excel, PowerPoint and Outlook requiredBachelor's degree preferred but not requiredA minimum of 2 years of work experience in a professional corporate environmentNew graduates who have a desire to be in the financial services industry are also encouraged to applyStrong written and verbal communication skillsEnjoys working in a team environmentPolished communication skillsAbility to multi-task and work in a fast-paced environmentBusiness professional environment and attirePossess critical thinking skills and good judgmentDisplays personal pride in work, always striving to do his/her bestChooses to always operate with integrity and transparency

Created: 2025-03-03