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Private Wealth Management Administrative Assistant Program

Advantage xPO New York Contractor
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Advantage xPO is currently looking for bright, energetic and friendly Administrative Assistants to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidates should possess at least two years of administrative support experience from a corporate environment.

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

•      Managing Travel & Expenses, including making travel arrangements and processing expenses for team members

•      Processing Incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning

•      Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones

•      Coordinating and Scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors 

•      Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service 


•      Bachelor’s Degree in Applicable Field (Finance, Business, Economics, Banking, Communications, Marketing, etc.)

•      New graduates who have a desire to be in the financial services industry are  encouraged to apply with internship experience

•      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 

•      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

Booking (Sales)
Displaying (Exhibition)
Verbal Communication


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Private Wealth Management Administrative Assistant Program
Estimated Salary: $69K
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Job ID: 540197


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