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Private Wealth Management Support Specialist

2 months ago

Dallas, Texas, United States Advantage xPO Full time

Job Summary

Advantage xPO is seeking a highly skilled and organized Private Wealth Management Support Specialist to join our team. As a key member of our Private Wealth Management office, you will provide exceptional administrative support to our team, ensuring seamless day-to-day operations and exceptional client service.

Key Responsibilities

  • Manage travel and expense reports for team members, including making travel arrangements and processing expenses.
  • Process incoming and outgoing mail, including checks, stock certificates, tax forms, and scanning.
  • Provide general administrative services, including maintaining calendars and schedules, and responding to inquiries.
  • 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 Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Bachelor's degree in Finance, Economics, Business, or a 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 work in the financial services industry are also encouraged to apply.
  • Strong written and verbal communication skills.
  • Ability to work in a team environment and multitask in a fast-paced setting.
  • Business professional attire and a polished demeanor.
  • Critical thinking skills and good judgment.
  • Personal pride in work and a commitment to integrity and transparency.