Private Wealth Management Administrative Assistant - Newport Beach Job at Advantage xPO, Newport Beach, CA

eVVGWmY3eEZaRTdRbzg0ZDlpYUJDTmZG
  • Advantage xPO
  • Newport Beach, CA

Job Description

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.

Administrative Assistant position is a 12-month contract working onsite at our client are responsible for general office support, including but not limited to:

  • 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

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 also 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
  • 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

Job Tags

Contract work, Work experience placement,

Similar Jobs

Acro Service Corp

Customer Service Representative Job at Acro Service Corp

 ...REQUIRED SKILLS REQUIRED SKILLS, KNOWLEDGE,&RELEVANT WORK EXPERIENCE: * Fluent in Spanish * Skills in interpersonal communications,...  ...site (Johnston, IA) five days a week with the option to work from home on Friday's SPECIAL CONSIDERATIONS: Training and mentoring... 

Ursus, Inc.

Electrical Engineer (Water) Job at Ursus, Inc.

 ...JOB TITLE: Electrical Engineer (Water/Wastewater) LOCATION: San Jose, CA DURATION: Direct Hire PAY RANGE: $100,000/year to $150,000/year TOP SKILLS: Electrical Engineer Experience, Water Industry Experience, National Electrical Code Knowledge SUMMARY :... 

American Bay Financial

Senior Loan Officer Job at American Bay Financial

 ...along with fixed-rate mortgages, adjustable-rate mortgages, FHA loans, VA loans, and more. Working with a direct lender & Broker like...  ...This is a true independent position for an experienced Sr. Loan Officer. Full Support provided. Role Description This is a hybrid... 

Alamo Concrete Products

Ready Mix Truck Driver Job at Alamo Concrete Products

 ...Alamo Concrete Products Company is hiring professional Mixer Truck Drivers for Austin, TX. We offer a competitive salary, excellent benefit package and the opportunity to work locally and be home at the end of your day. If you are interested in a new career with an established... 

Get It - Professional Services

RN Care Manager - Remote | WFH Job at Get It - Professional Services

 ...individuals in your community? We are seeking dedicated Care Managers (RN) to join our team in the Toledo, OH area. In this role, you will...  ...the support they need to remain in their homes safely. This is a remote position that requires travel within the Toledo area. This is...