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Private Wealth Management Administrative Assistant

Advantage xPO Dallas, TX, TX Full-Time
$40,000.00 - $45,000.00 / year
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Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. This role will be a temporary, 6-month role with the possibility of extension, which will include processing a backlog of expenses according to our corporate expense policies. The ideal candidate will be personable and computer savvy with a keen eye for detail and an understanding of data confidentiality principles. The ideal candidate should be someone highly skilled and motivated, with intermediate experience in expense processing and impeccable organization. Full Benefits are included for the duration of the role.


Administrative Assistants working onsite at our client are responsible for general office support, including but not limited to:

 

• Becoming familiar with general expense policies, working with employees to gather necessary expense information, entering data into our expense processing database.
• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones

• Proficiency in Word, Excel, PowerPoint and Outlook required
• A minimum of 2-5 years of expense experience in a professional corporate environment
• Strong written and verbal communication skills
• Enjoys working in a team environment
• Polished communication skills
• Ability to multi-task and work in a fast-paced environment
• Interest in the financial services industry
• Business professional environment and attire
• Possess 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

Recommended skills

Verbal Communication
Communication
Microsoft Outlook
Friendliness
Microsoft Excel
Passionate

Location

Salary Details

This salary was provided in the Job Posting.
$40,000-$45,000
Yearly Salary
This salary is below the average salary range of $48,112-$125,781 for this role in this location

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Private Wealth Management Administrative Assistant
$40,000.00 - $45,000.00 / year
Estimated Salary: $71K
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