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Private Wealth Management Administrative Assistant

Advantage xPO
United States, New York, New York
May 29, 2024

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 ideal candidate 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


  • 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 in finance, economics, business preferred but not required
  • New graduates who have a desire to be in the financial services industry are also encouraged to
  • 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

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.

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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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