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Private Wealth Management Administrative Assistant job in Irving at Advantage xPO

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Private Wealth Management Administrative Assistant at Advantage xPO

Private Wealth Management Administrative Assistant

Advantage xPO Irving, TX Contractor
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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. The role is a six-months to one-year contract with high potential for conversion. The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment.

The responsibilities of a Administrative Assistant working onsite at our client location are: 

•           Tax Assistance

•           Gather charitable acknowledgment letters

•           Pull tax documents from online portals (i.e. Desktop)

•           Complete basis calculations (+ Interns)

•           Review & summarize travel calendars

•           Request Tax Checks

•           Draft response to tax notices

•           Forms Collection & Completion

•           Prepopulate Subscription Documents

•           Complete tax forms (W‐4s, IT‐2104s, IT204‐LLs, etc.)

•           Complete foreign reporting forms (FBARs & FATCA)

•           Prepare Consent Forms & LOAs

•           Other Miscellaneous:

•           Draft Letters of Authorization

•           Request various checks for invoices

•           Create comprehensive logs for various AMs clients (i.e. mortgage logs, tax refund logs, etc.)

•           Maintain a Project Tracker to keep all teams informed of workload

•           Attend team meetings and trainings when appropriate

•           Draft Estate Planning document summaries, when appropriate

•           Handle the processing of Client Matters and potentially begin to develop critical analysis and thinking regarding


•           Proficiency in Word, Excel, PowerPoint and Outlook required 

•           A minimum of 2-5 years of work experience in a professional corporate environment 

•           Strong written and verbal communication skills 

•           Bachelor's Degree preferred but not required

•           Enjoys working in a team environment

•           Polished communication skills

•           Ability to multi-task and work in a fast-paced environment

•           Experience 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

About Advantage xPO

Advantage xPO is committed to providing equal employment opportunity for all persons regardless of race, color, religion (including religious dress and grooming practices), sex, sexual orientation, gender, gender identity, gender expression, age, marital status, national origin, ancestry, citizenship status, pregnancy, medical condition, genetic information, mental and physical disability, political affiliation, union membership, status as a parent, military or veteran status or other non-merit based factors. We will provide reasonable accommodations throughout the application, interviewing and employment process. If you require a reasonable accommodation, contact us. Advantage xPO is an E-Verify employer. This policy is applicable to all phases of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

All employees are directed to familiarize themselves with this policy and to act in accordance with it. All decisions with respect to employment matters and other phases of employer-temporary employee relationships will be in keeping with this policy and in accordance with all applicable laws and regulations.


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