Private Wealth Management Executive Assistant - New York Job at Advantage xPO, New York, NY

Y3RxTE40LzRZMU1od25ad09BNG9nc0xj
  • Advantage xPO
  • New York, NY

Job Description

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 position is a 12-month contract 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 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.

Job Tags

Contract work, Work experience placement,

Similar Jobs

KBR, Inc

Lead MH-60R Developmental Flight Test Pilot (San Diego) Job at KBR, Inc

 ...A leading aerospace and defense company is seeking an MH-60R Developmental Test Pilot to join its team in San Diego, California. The role involves supporting flight test planning and execution with a focus on rotary wing aircraft. Candidates must have a Bachelor's degree... 

Zaxby's

Cook /310 Market Place Job at Zaxby's

 ...LOCATION: ****Cartersville GA / 310 Market Place Blvd**** (across from...  ...s a place to have fun, spend some time with friends and experience great food. To our team members, Zaxby's is...  ...a seat for you. Full-time and Part-time jobs available! Position Overview... 

Suncap Technology

CPA Job at Suncap Technology

 ...We are currently seeking an experienced CPA to join our firm. The ideal candidate will be responsible for overseeing and reviewing tax returns prepared our tax preparation team. This role will also involve tax planning with clients, tax return preparation, and providing... 

Intellatriage

Remote Hospice Triage RN PT Weekend Only 7:30a-4p CST Job at Intellatriage

 ...Remote Hospice Triage RN PT Weekend Only 7:30a-4p CST We...  .... You will help ensure timely interventions and...  ...triage for hospice and home health providers since 2...  ...Supportive clinical team ~ Work from home allows you to...  ...Saturday & Sunday). All part?time and full?time nurses... 

Lucid Staffing Solutions

Travel Occupational Therapist (OT) - Outpatient Job at Lucid Staffing Solutions

 ...Job Description Lucid Staffing Solutions is seeking a travel Occupational Therapist for a travel job in Alpena, Michigan. Job Description & Requirements...  ...Were looking for a Travel Occupational Therapist (OT) ready to make a meaningful impact while enjoying top-tier...