Wealth Management Administrative Assistant (Contract)

Innovations PSI; San Francisco (CA); On-site; USD 30,307 - 34,440; Part time

Job summary

A staffing and recruiting company is seeking a well-organized Administrative Assistant in San Francisco, CA to support the Wealth Management team. Responsibilities include managing travel arrangements, organizing events, and providing day-to-day administrative support. Ideal candidates will possess mastery in Microsoft Office and have at least 2 years of experience in a professional corporate environment. New graduates with an interest in financial services are encouraged to apply. This is a temporary position with a potential transition to permanent employment.

Qualifications

• Proficiency in Microsoft Office applications.
• Minimum of 2 years of experience in a corporate setting.
• Strong verbal and written communication skills.

Responsibilities

• Manage travel arrangements and expenses.
• Handle incoming and outgoing mail.
• Organize internal and external events.
• Provide day-to-day administrative support.
• Assist Wealth Management team with client support.
• Manage conference room bookings.

Skills

Microsoft Word

Excel

PowerPoint

Outlook

Strong written and verbal communication

Critical thinking

Professional communication

Multitasking

Education

Bachelor's degree

Job description

A staffing and recruiting company is seeking a well-organized Administrative Assistant in San Francisco, CA to support the Wealth Management team. Responsibilities include managing travel arrangements, organizing events, and providing day-to-day administrative support. Ideal candidates will possess mastery in Microsoft Office and have at least 2 years of experience in a professional corporate environment. New graduates with an interest in financial services are encouraged to apply. This is a temporary position with a potential transition to permanent employment.