Private Wealth Management Administrative Assistant - New York

Staffmark Group; New York (NY); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading staffing agency is looking for an Administrative Assistant to provide support in a prestigious financial services firm. The role involves managing travel, processing mail, and providing general administrative services. Ideal candidates should have at least 2 years of corporate experience and strong proficiency in Microsoft Office. New graduates aiming for a career in finance are also encouraged to apply. This is a 12-month contract role based in New York, requiring a professional demeanor and excellent communication skills.

Qualifications

• Minimum of 2 years of work experience in a professional corporate environment.
• New graduates with interest in financial services encouraged to apply.
• Displays personal pride in work and operates with integrity.

Responsibilities

• Manage travel & expenses for team members.
• Process incoming & outgoing mail.
• Provide general administrative support such as scheduling and answering phones.
• Coordinate office events including recruiting and client meetings.
• Assist the Private Wealth Management Team in servicing clients.

Skills

Proficiency in Word

Proficiency in Excel

Proficiency in PowerPoint

Proficiency in Outlook

Strong written and verbal communication skills

Ability to multi-task

Enjoys working in a team

Education

Bachelor's degree preferred

Job description

Overview

Staffmark Group 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; the role is responsible for general office support, including but not limited to:

Responsibilities

• 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