Advantage xPO
Private Wealth Management Administrative Assistant - San Francisco
Advantage xPO, San Francisco, California, United States, 94199
Overview
Private Wealth Management Administrative Assistant – San Francisco. Advantage xPO provided pay range. The actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: $44,000.00/yr - $46,000.00/yr Administrative Assistant position is a 12-month contract onsite. The role supports a busy Private Wealth Management office within a global financial services firm. The ideal candidate should possess at least two years of administrative support experience from a corporate environment. Responsibilities
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 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 Qualifications
Proficiency in Word, Excel, PowerPoint and Outlook required Bachelor\'s degree preferred but not required A minimum of 2 years of work experience in a professional corporate environment New graduates who have a desire to be in the financial services industry are encouraged to apply, provided they can commit to working full time (40 hours a week onsite) Strong written and verbal communication skills Enjoys working in a team environment Ability to multi-task and work in a fast-paced environment 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 operate with integrity and transparency Details
Seniority level: Entry level Employment type: Contract Job function: Administrative and Finance Industries: Banking and Financial Services Referral information notes that referrals can increase interview chances; this is provided by Advantage xPO.
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Private Wealth Management Administrative Assistant – San Francisco. Advantage xPO provided pay range. The actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range: $44,000.00/yr - $46,000.00/yr Administrative Assistant position is a 12-month contract onsite. The role supports a busy Private Wealth Management office within a global financial services firm. The ideal candidate should possess at least two years of administrative support experience from a corporate environment. Responsibilities
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 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 Qualifications
Proficiency in Word, Excel, PowerPoint and Outlook required Bachelor\'s degree preferred but not required A minimum of 2 years of work experience in a professional corporate environment New graduates who have a desire to be in the financial services industry are encouraged to apply, provided they can commit to working full time (40 hours a week onsite) Strong written and verbal communication skills Enjoys working in a team environment Ability to multi-task and work in a fast-paced environment 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 operate with integrity and transparency Details
Seniority level: Entry level Employment type: Contract Job function: Administrative and Finance Industries: Banking and Financial Services Referral information notes that referrals can increase interview chances; this is provided by Advantage xPO.
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