Administrative Assistant

Wealth Partners Capital Group, LLC; West Palm Beach (FL); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Disability benefits

Job summary

A financial services holding company is seeking an Administrative Assistant based in West Palm Beach, FL. The role requires strong organizational skills, attention to detail, and proficiency in Microsoft Office. Responsibilities include managing complex travel arrangements, scheduling meetings, and handling correspondence. Excellent benefits are provided, including health, dental, vision, 401(k), and a competitive salary for qualified candidates.

Qualifications

• Bachelor's degree is required.
• Advanced in Microsoft Office (Outlook, Excel, Word, PowerPoint).
• Strong attention to detail and accuracy.
• Methodical organizational skills with the ability to multi-task.
• Thrives in a high-pressure and fast-paced environment.
• Exhibits a high level of discretion around sensitive information.
• Excellent oral and written communication skills.

Responsibilities

• Schedule complex travel for the team, including personal travel for executives.
• Manage multiple calendars, schedule internal and external calls and meetings in Outlook.
• Schedule and manage video calls and conference room bookings.
• Answer and direct incoming calls on a multi-line phone.
• Generate documents, agendas, and presentations utilizing Word, PowerPoint, and Excel.
• Monitor team expenses, subscriptions, and travel credits.
• Various projects as assigned.

Skills

Organizational skills

Attention to detail

Communication skills

Ability to multi-task

Discretion

Ability to work under pressure

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Wealth Partners Capital Group ("WPCG") is a West Palm Beach, Florida-based financial services holding

company. WPCG was launched in June 2017 and currently has capital investments in six large wealth

management firms. WPCG’s mission, in partnership with these six firms, is to identify, value, negotiate

with and acquire smaller firms and merge them into its partner firms. Since its inception, WPCG has

closed over 190 transactions on behalf of its partner firms, which have added approximately $110 billion

to their assets under management (www.wealthpcg.com).

WPCG is looking to hire an Administrative Assistant. The Administrative Assistant position is designed for an individual who is highly detail oriented and has exceptional organizational skills.

Duties and Responsibilities

Duties and responsibilities include, but are not limited to, the following:

• Schedule complex travel for the team, including personal travel for executives; assist with travel during off-hours
• Manage multiple calendars, schedule internal and external calls and meetings in Outlook
• Schedule and manage video calls and conference room bookings
• Answer and direct incoming calls on a multi-line phone
• Generate documents, agendas and presentations utilizing Word, PowerPoint and Excel
• Monitor team expenses, subscriptions and travel credits
• Various projects as assigned

Skills and Qualifications

Skills and qualifications include:

• Bachelor’s degree is required
• Advanced in Microsoft Office (Outlook, Excel, Word, PowerPoint)
• Strong attention to detail and accuracy
• Methodical organizational skills with the ability to multi-task
• Thrives in a high-pressure and fast-paced environment
• Exhibits a high-level of discretion around sensitive information
• Excellent oral and written communication skills

Other Position Details

• Based in West Palm Beach, FL
• Above market compensation for extremely qualified candidates
• Excellent benefits including health, dental, vision, 401(k) and disability