Advantage xPO ยท 1 day ago
Private Wealth Management Administrative Assistant - Newport Beach
Newport Beach, CA
Contract
Onsite
Entry Level
2+ years expAdvantage xPO is currently looking for an Administrative Assistant to support a busy Private Wealth Management office within a prestigious global financial services firm. The role involves managing travel arrangements, processing mail, providing general administrative services, and assisting the team in servicing clients with a focus on operational excellence.
EmploymentRecruitingStaffing Agency
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 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
Qualification
Required
Proficiency in Word, Excel, PowerPoint and Outlook required
A minimum of 2 years of work experience in a professional corporate environment
Strong written and verbal communication skills
Enjoys working in a team environment
Polished communication skills
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 always operate with integrity and transparency
Preferred
Bachelor's degree preferred but not required
New graduates who have a desire to be in the financial services industry are also encouraged to apply
Company
Advantage xPO
Advantage xPO is one of the largest global staffing firms that provides solutions in recruitment areas.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Angie Flores
Talent Acquisition Partner
Ginger Jiminez CPC,CSP,TSC
Talent Acquisition Partner
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