Private Wealth Management Administrative Assistant

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management team 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.

The position is a temporary with potential to become a permanent member of the team with solid performance displayed within one year. Full benefits (medical, dental, and 401K offered through Advantage).

The Administrative Assistant will be responsible for providing administrative support in a fast paced team environment to a highly successful Private Wealth Advisory team directly with the following responsibilities:

• Managing all travel and expenses, including coordinating complex international travel and expenses as needed
• Maintaining calendars and schedules daily, coordinating intricate senior level internal and external client meetings and preparing necessary documents
• Handles a high volume of calls, representing the team and the firm with external clients, as well as supporting internal calls, liaising with various groups in the organization effectively
• Acting as a point of contact, for clients and prospective clients both in office and over the phone, routing calls, taking messages, responding and following up with client requests as needed
• Organizing and shipping literature to clients externally, as well as preparing and distributing internal divisional correspondence, memos, letters, and reports
• Processing incoming and outgoing mail, and scanning
• Coordinating and scheduling office events, internal events and external client events which require booking and arranging conference rooms, coordinating catering, preparing and printing documents, liaising with building services, and greeting visitors
• Responsible for ordering supplies for the team within budgetary guidelines
• Manages monthly invoices and processes for payment
• Handles the onboarding of new team members, managing provisioning, as well as off-boarding transfers and other departures from the team
• 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
• A minimum of 2-5 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
• Bachelor’s Degree preferred but not required
• Enjoys working in a team environment, but can act independently, applying good judgment aligned with firm policies when needed
• Polished communication skills
• Ability to multi-task and work in a fast paced environment
• Interest in the financial services industry and passion for being in a support role to the business
• Business professional environment and attire
• Possess critical thinking skills and good judgment
• Capacity to understand the big picture
• Displays personal pride in work, always striving to do his/her best
• Chooses to always operate with integrity and transparency

About Advantage XPO

Advantage xPO is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Advantage xPO is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.

About Advantage xPO

Advantage xPO is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Advantage xPO is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.