Private Wealth Management Support Specialist

3 weeks ago

Cohoes, New York, United States Advantage xPO Full time
Job Title: Private Wealth Management Administrative Assistant

Advantage xPO is seeking a highly skilled and organized Administrative Assistant to support a busy Private Wealth Management office. The ideal candidate will have at least two years of experience in a corporate environment and possess excellent administrative skills.

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:

Advantage xPO offers a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to providing our employees with the tools and resources they need to succeed in their roles.

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