Administrative Assistant
3 weeks ago
Wealth Partners Capital Group ("WPCG") is a Palm Beach, Florida-based financial services holding company. WPCG was launched in June 2017 and currently has capital investments in six large wealth management firms. WPCG’s mission, in partnership with these six firms, is to identify, value, negotiate with and acquire smaller firms and merge them into its partner firms (www.wealthpcg.com).
WPCG is looking to hire an Administrative Assistant based in Palm Beach. The position reports directly to the Partners of WPCG and supports our 12-person sales team based primarily in New York City.
Duties and Responsibilities
Responsibilities include, but are not limited to, the following:
- Schedule work-related travel for the sales team; assist with travel during off-hours
- Schedule internal and external calls and meetings in Outlook
- Manage Zoom and Microsoft Team video calls and conference room bookings
- Answer and direct incoming calls on a multi-line phone
- Order daily team lunches
- Oversee and order office/kitchen supplies
- Handle in/outbound mail: USPS, UPS, FedEx
- Generate documents, agendas and presentations utilizing Word, PowerPoint and Excel
- Track team expenses and travel credits
- General administrative duties: scanning, printing, filing, copying, etc.
- Various projects as assigned
Skills and Qualifications
Skills and qualifications include:
- Bachelor’s degree
- Comfort with troubleshooting technology issues (in conjunction with our IT Team)
- Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
- Strong attention to detail and accuracy
- Methodical organizational skills with the ability to multi-task
- Thrives in a high-pressure and fast-paced environment
- Exhibits a high-level of discretion around sensitive information
- Excellent oral and written communication skills
- Positive attitude
Other Position Requirements
- Based in Palm Beach, FL
- Above market compensation for extremely qualified candidates
- Excellent benefits including health, dental, vision, 401(k) and disability
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