Private Wealth Management Administrative Assistant - Dallas

Advantage xPO

Dallas (TX)

On-site

USD 44,000 - 46,000

Part time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading financial services provider in Dallas is seeking an Administrative Assistant to support a Private Wealth Management team. This entry-level, 12-month contract position involves managing travel arrangements, processing mail, and coordinating team events. Ideal candidates will have at least two years of experience in an office environment, strong communication skills, and a desire to succeed in financial services. Comprehensive benefits include medical, vision insurance, and a 401(k).

Qualifications

Minimum of 2 years of work experience in a professional corporate environment.
New graduates encouraged to apply with a desire to be in financial services.
Displays personal pride in work, always striving to do best.

Responsibilities

Manage travel & expenses including arrangements and processing.
Process incoming & outgoing mail including checks and tax forms.
Provide general administrative services like maintaining calendars and answering phones.
Coordinate office events including recruiting and client events.
Assist the Private Wealth Management Team with client servicing.

Skills

Proficiency in Word

Proficiency in Excel

Proficiency in PowerPoint

Proficiency in Outlook

Strong written and verbal communication skills

Critical thinking skills

Ability to multi-task

Enjoys working in a team

Education

Bachelor's degree preferred

Job description

Private Wealth Management Administrative Assistant - Dallas

This range is provided by Advantage xPO. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$44,000.00/yr - $46,000.00/yr

Direct message the job poster from Advantage xPO

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 members
Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones
Coordinating 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 visitors
Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

Qualifications

Proficiency in Word, Excel, PowerPoint and Outlook required
Bachelor's degree preferred but not required
A minimum of 2 years of work experience in a professional corporate environment
New graduates who have a desire to be in the financial services industry are also encouraged to apply
Strong written and verbal communication skills
Enjoys working in a team environment
Ability to multi-task and work in a fast-paced environment
Business professional environment and attire
Possess critical thinking skills and good judgment
Displays personal pride in work, always striving to do his/her best
Chooses to always operate with integrity and transparency

Seniority level