Career Group
A well-known financial services firm is seeking a highly organized and motivated Administrative Support professional to join our Private Wealth Management operations team on a contract basis. This role is ideal for candidates who enjoy working in a fast-paced, professional environment and providing exceptional support to both internal teams and clients.
Key Responsibilities:
Manage travel and expenses, including making arrangements and processing reimbursements
Handle incoming and outgoing mail (including checks, stock certificates, and tax forms), scanning, and record-keeping
Provide administrative services such as calendar management, scheduling, and answering phones
Coordinate office events, interviews, and client meetings (conference room bookings, catering, document prep, guest greetings, etc.)
Liaise with building services and support day-to-day operational needs
Assist the Private Wealth Management team in delivering client service with operational excellence
Qualifications:
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook required
Bachelor’s degree preferred but not required
Minimum of 2 years’ experience in a professional corporate environment
Open to recent graduates with an interest in financial services
Strong written and verbal communication skills
Professional demeanor, polished communication, and team-oriented mindset
Ability to multi-task, prioritize, and exercise sound judgment in a fast-paced environment
Commitment to integrity, transparency, and high standards of client service
Please submit your resume for immediate consideration. You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.
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