Private Wealth Management Administrative Assistant - Miami

Advantage xPO; Miami (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a bright and energetic Administrative Assistant to support their Private Wealth Management office in Miami, Florida. This 12-month contract position involves managing travel and expenses, providing general office support, and assisting in client services. The ideal candidate should have at least two years of administrative experience, strong communication skills, and proficiency in Microsoft Office. Entry-level candidates with a keen interest in financial services are also encouraged to apply.

Qualifications

• Minimum of 2 years of work experience in a professional corporate environment.
• New graduates with interest in financial services are encouraged to apply.
• Enjoys working in a team environment.

Responsibilities

• Managing travel & expenses for team members.
• Providing general administrative services like maintaining calendars and answering phones.
• Coordinating office events and managing schedules.

Skills

Proficiency in Word

Proficiency in Excel

Proficiency in PowerPoint

Proficiency in Outlook

Strong written and verbal communication skills

Ability to multi-task

Education

Bachelor's degree preferred

Job description

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

Entry level

Employment type

Contract

Job function

• Administrative and Finance
• Banking and Financial Services

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