Private Wealth Management Support Specialist

2 days ago

Cohoes, New York, United States Advantage xPO Full time
Administrative Assistant - Private Wealth Management

Advantage xPO is seeking a highly skilled and organized Administrative Assistant to support a busy Private Wealth Management office. The ideal candidate will possess a minimum of two years of administrative experience in a corporate environment and be proficient in Microsoft Office applications.

Key Responsibilities:

  • Manage travel and expenses, including making travel arrangements and processing expenses for team members
  • Process incoming and outgoing mail, including checks and stock certificates, tax forms, and scanning
  • Provide general administrative services to teams, such as maintaining calendars and schedules, and answering phones
  • Coordinate and schedule office events, including recruiting, internal events, and external client events as needed
  • Assist the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

Requirements:

  • Proficiency in Word, Excel, PowerPoint, and Outlook required
  • Bachelor's degree in Finance, Economics, Business, or related field 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
  • Strong written and verbal communication skills
  • Enjoys working in a team environment
  • Possesses 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

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

How to Apply:

Please submit your resume and a cover letter to [insert contact information]. We look forward to hearing from you

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