Private Wealth Management Administrative Assistant Program

Advantage xPO

New York,NY


Advantage xPO is currently looking for bright, energetic and friendly Administrative Assistants to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidates should possess at least two years of administrative support experience from a corporate environment.

Administrative Assistants 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


Bachelor s Degree in Applicable Field (Finance, Business, Economics, Banking, Communications, Marketing, etc.)

New graduates who have a desire to be in the financial services industry are encouraged to apply with internship experience

Proficiency in Word, Excel, PowerPoint and Outlook required

A minimum of 2-5 years of work experience in a professional corporate environment

Strong written and verbal communication skills

Enjoys working in a team environment

Polished communication skills

Ability to multi-task and work in a fast paced environment

Interest in the financial services industry

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

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