Private Wealth Management Administrative Assistant - DC

Advantage xPO; Washington (District of Columbia); On-site; USD 44,000 - 46,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

Advantage xPO is seeking an Administrative Assistant for a prestigious wealth management office. The role entails providing support through various administrative tasks, with a focus on operational excellence and customer service. Candidates should possess strong communication skills and a desire to work in the financial services industry.

Qualifications

• Minimum 2 years of administrative support experience in a corporate environment.
• New graduates encouraged to apply.

Responsibilities

• Manage travel and expenses for team members.
• Provide general office support including maintaining calendars.
• Coordinate and schedule office events.

Skills

Proficiency in Word

Proficiency in Excel

Proficiency in PowerPoint

Proficiency in Outlook

Strong written communication

Strong verbal communication

Critical thinking skills

Multi-tasking

Education

Bachelor's degree (preferred)

Job description

19 hours ago Be among the first 25 applicants

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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

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Administrative and Finance

• Industries

  Banking and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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