Home
/
Comprehensive
/
Private Wealth Management Executive Assistant
Private Wealth Management Executive Assistant-March 2024
New York
Mar 29, 2026
About Private Wealth Management Executive Assistant

  Advantage xPO is currently looking for a bright, energetic and friendly Executive Administrative Assistant to support a busy and highly successful Private Wealth Management team within one of the most prestigious global financial services firms. The ideal candidate should possess at least three to five years of administrative support experience from a corporate environment.

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

  * Managing all travel and expenses, including coordinating complex international travel and expenses as needed.

  * Maintaining calendars and schedules daily, coordinating intricate senior level internal and external client meetings and preparing necessary documents.

  * Handles a high volume of calls, representing the team and the firm with external clients, as well as supporting internal calls, liaising with various groups in the organization effectively.

  * Acting as a point of contact, for clients and prospective clients both in office and over the phone, routing calls, taking messages, responding and following up with client requests as needed.

  * Organizing and shipping literature to clients externally, as well as preparing and distributing internal divisional correspondence, memos, letters, and reports.

  * Processing incoming and outgoing mail, and scanning.

  * Coordinating and scheduling office events, internal events and external client events which require booking and arranging conference rooms, coordinating catering, preparing and printing documents, liaising with building services, and greeting visitors.

  * Responsible for ordering supplies for the team within budgetary guidelines.

  * Manages monthly invoices and processes for payment.

  * Handles the onboarding of new team members, managing provisioning, as well as off-boarding transfers and other departures from the team.

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

  Qualifications:

  * Proficiency in Word, Excel, PowerPoint and Outlook required.

  * A minimum of 3-5 years of work experience in a financial services or fast paced firm.

  * Bachelor's Degree strongly preferred but not required.

  * Strong written and verbal communication skills.

  * Enjoys working in a team environment, but can act independently, applying good judgment aligned with firm policies when needed.

  * Polished communication skills.

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

  * Interest in the financial services industry and passion for being in a support role to the business.

  * Business professional environment and attire.

  * Possess critical thinking skills and good judgment.

  * Capacity to understand the big picture.

  * Displays personal pride in work, always striving to do his/her best.

  * Chooses to always operate with integrity and transparency.

  The base pay range above represents the low and high end of the base compensation range we reasonably expect to pay for this position. Actual base compensation will vary and may be above or below the range based on various factors including, but not limited to, geographic location, actual experience, and job performance. This job posting is not a promise of any specific pay for any specific employee.

  After you have applied, download our Staffmark Group WorkNOW App to receive real-time job offers and apply for additional opportunities. You can download it from the App Store or get it on Google Play.

  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.

  Advantage Resourcing makes all employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, ancestry, medical condition, age, marital status, national origin, citizen status, political affiliation, union membership, genetic information, physical or mental disability, veteran status, denial of medical or family leave, pregnancy or pregnancy disability leave or any other protected group status as defined by federal, state or local law. We will provide reasonable accommodations throughout the application or interviewing process. If you require a reasonable accommodation, contact us. Advantage Resourcing is an E-verify employer.

  Minimum Salary: 65000.00Maximum Salary: 65000.00Salary Unit: Yearly

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Licensed Clinical Social Worker - Inpatient Psychiatric Unit - Fremont - Per Diem
Job Summary: Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad ra
Senior Medical Writer, Global Scientific Publications (Remote)
Purpose: The Senior Medical Writer is responsible for providing writing support and advanced scientific writing expertise to the teams, ensuring successful preparation of high-quality documents and e
Partner Integration Manager (AdTech)
We are seeking an experienced technical, but Sales-proficient, Digital Operations expert to join our team working on our ad serving product, adflow. Adflow presents customers with relevant offers in
Store Associate
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
OPERATIONS ASSISTANT MANAGER
Store Dollar Tree Work where you love to shop! Dollar Tree is hiring in your neighborhood. Avoid long commutes and set your own course to success by applying today. We offer generous benefits, flexib
Enterprise Wireless Network Engineer
Why customer service at Stryker? Are you interested in making a difference in healthcare by assisting sales reps and building relationships with customers? As a member of our customer services team,
Systems Engineer
Job Description Come and join us! Building off our Cloud momentum, Oracle has formed a new organization - Oracle Health Applications & Infrastructure (OHAI). This team will focus on product devel
Private Investigator
Allied Universal® Compliance and Investigations, North America’s leading expert insurance claim investigations, compliance and corporate governance company, provides rewarding careers that give you a
PT Cleaner
Overview Position Summary Details The Cleaner position provides the cleaning and upkeep of an assigned area. Part time shift, Monday-Friday 5pm-10pm. Starting pay $11.00, weekly pay. Located in Durha
Major Accounts Sales District Manager
ADP is hiring a Sales Representative, Major Accounts. Are you ready to control your financial future with unlimited upside earnings potential? Do you want a lasting career with a company that offers
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved