Overview
Private Wealth Management Administrative Assistant Jobs in Deerfield, Illinois, USA at Advantage xPO
Private Wealth Management Administrative Assistant
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.
The Administrative Assistant position is a 12-month contract working onsite at our client location.
Responsibilities include:
Managing travel & expenses, including making travel arrangements and processing expenses for team members.
Processing incoming & outgoing mail, including checks, 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. 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 in Finance, Economics, Business, or related field preferred but not required.
A minimum of 2 years of work experience in a professional corporate environment.
New graduates interested in the financial services industry are encouraged to apply.
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.
Professional attire and conduct.
Possess critical thinking skills and good judgment.
Display personal pride in work and strive for excellence.
Operate with integrity and transparency.
The Illinois pay transparency law requires employers to include a good-faith estimate of the pay scale and benefits in any job posting.
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Title: Private Wealth Management Administrative Assistant
Company: Advantage xPO
Location: Deerfield, Illinois, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator)
