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Wealth Partners Capital Group, LLC · 22 hours ago

Office Assistant

New York, NY

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $70K/yr

Wealth Partners Capital Group (WPCG) is a financial services holding company based in West Palm Beach, Florida, with offices in New York City and San Francisco. They are seeking an Office Assistant in their New York City office to provide administrative support and assist with various office tasks.

Financial Services

Responsibilities

Answer and direct incoming calls

Handle inbound and outbound mail: USPS, UPS, FedEx

Order kitchen supplies, restock the refrigerator and pantry as needed

Order office supplies as needed for all offices

General administrative duties: scanning, filing, copying, etc

Greet clients and vendors visiting the New York City office

Maintain relationships with office vendors and serve as point person for office issues

Assist with travel plans and scheduling

Other administrative duties and projects, as assigned

Qualification

Microsoft OfficeOrganizational skillsCommunication skillsMulti-taskingDiscretionPositive attitude

Required

Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)

Strong organizational skills with the ability to multi-task

Thrives in a high-pressure and fast-paced environment

Exhibits a high-level of discretion around sensitive information

Excellent oral and written communication skills

Positive attitude

Preferred

Bachelor's degree is preferred

Benefits

Health

Dental

Vision

401(k)

Disability

All insurance premiums and co-payments paid for by WPCG

Company

Wealth Partners Capital Group, LLC

Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance and MCF Advisors.

Founded in 2017