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Wealth Management Office Coordinator

2 months ago

Atlanta, Georgia, United States Advantage xPO Full time

Advantage xPO is in search of a skilled and personable Administrative Support Specialist to assist a thriving Private Wealth Management division within a prominent global financial services firm. The ideal candidate will possess at least two years of administrative experience in a corporate environment.

Key Responsibilities:

  • Organizing travel logistics and managing expense reports
  • Overseeing incoming and outgoing correspondence
  • Providing comprehensive administrative support
  • Facilitating office events and meetings
  • Supporting the Private Wealth Management Team in various tasks

Qualifications:

  • Proficient in Microsoft Word, Excel, PowerPoint, and Outlook
  • A degree in Finance, Economics, Business, or a related discipline is preferred
  • At least 2 years of experience in a corporate setting
  • Excellent communication abilities
  • Capability to collaborate effectively within a team
  • Strong judgment and analytical skills
  • Demonstrates pride in work quality
  • Acts with integrity and transparency in all dealings