On-Site Wealth Management Office Coordinator

SC Staffing & Consulting; Philadelphia (Philadelphia County); On-site; USD 42,000 - 54,000; Full time

Job summary

SC Staffing & Consulting seeks an Administrative Assistant for a wealth management office in Philadelphia. This is an on-site role focusing on calendar coordination, correspondence, report preparation, and organized office operations.

The ideal candidate will have a bachelor’s degree preferred and experience in wealth management or financial offices, with strong MS Office and office machinery proficiency.

Qualifications

• Bachelor’s degree preferred.
• Wealth management and financial office experience preferred.
• Proficiency in MS Office.
• Proficiency with office machines.

Responsibilities

• Manage calendars and schedules.
• Handle correspondence.
• Prepare reports.
• Maintain filing systems.
• Order supplies.
• Greet visitors and callers.

Skills

Calendar management

Communication

Organizational skills

Education

Bachelor’s degree preferred

Tools

MS Office

Office machines

Job description

SC Staffing & Consulting seeks an Administrative Assistant for a wealth management office in Philadelphia. This is an on-site role focusing on calendar coordination, correspondence, report preparation, and organized office operations.

The ideal candidate will have a bachelor’s degree preferred and experience in wealth management or financial offices, with strong MS Office and office machinery proficiency.