Private Wealth Management Administrative Assistant - DC

Advantage xPO

Washington (District of Columbia)

On-site

USD 44,000 - 46,000

Full time

14 days+

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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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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