Wealth Management Administrative Assistant

Staffmark Group; New York (NY); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Competitive Weekly Pay

Comprehensive Benefits including med,牙

Life and Disability Insurance

Optional 401(k) Plan

Supportive Professional Environment

Job summary

Total Talent Solutions in New York, NY is seeking an Administrative Assistant who keeps schedules, coordinates travel, handles mail, and supports executives with a client-focused approach. Youll be the heartbeat of the office, ensuring operations run smoothly and professionally.

The role requires at least 2 years in admin/office support, proficiency in Microsoft Office, and excellent written and verbal communication.

Qualifications

• Bachelor's degree preferred but not required.
• Interest in financial services, wealth management, or corporate administration.
• Proficiency in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook.

Responsibilities

• Provide administrative support to Wealth Management teams with a focus on operational excellence and client service.
• Process incoming and outgoing mail, including checks, stock certificates, tax forms, and scanned documents.
• Coordinate travel arrangements and expense reporting for multiple team members.
• Manage calendars, schedules, and phone coverage as needed.
• Plan and support recruiting events, internal meetings, and external client events.
• Schedule conference rooms, order catering, print materials, coordinate interviews, liaise with building services, and greet visitors.
• Support daily office operations while ensuring a professional, organized, and efficient workplace.

Skills

Multitasking

Communication

Organizational skills

Confidentiality

Client-focused

Education

Bachelor's degree preferred but not required

Interest in financial services/wealth management/corporate administration

Tools

Microsoft Office Suite

Job description

Total Talent Solutions in New York, NY is seeking an Administrative Assistant who keeps schedules, coordinates travel, handles mail, and supports executives with a client-focused approach. Youll be the heartbeat of the office, ensuring operations run smoothly and professionally.

The role requires at least 2 years in admin/office support, proficiency in Microsoft Office, and excellent written and verbal communication.