Job Description

Private Wealth Management Administrative Assistant - San Francisco

Advantage xPO 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 responsibilities include:

• 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, provided that they can currently commit to working full time (40 hours a week onsite)
• 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

Seniority Level

Entry level

Employment Type

Contract

Job Function

Administrative and Finance

Industries

Banking and Financial Services

Benefits

• Medical insurance
• Vision insurance
• 401(k)

Get notified about new Administrative Assistant jobs in San Francisco Bay Area .

Job Tags

Similar Jobs