Demo

Private Wealth Management Administrative Assistant - Philadelphia

Advantage xPO
Philadelphia, PA Contractor
POSTED ON 4/5/2025
AVAILABLE BEFORE 5/4/2025

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

Salary : $44,000 - $46,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Private Wealth Management Administrative Assistant - Philadelphia?

Sign up to receive alerts about other jobs on the Private Wealth Management Administrative Assistant - Philadelphia career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$49,359 - $62,131
Income Estimation: 
$59,158 - $74,794
Income Estimation: 
$59,158 - $74,794
Income Estimation: 
$72,615 - $89,381
Income Estimation: 
$42,423 - $53,300
Income Estimation: 
$49,359 - $62,131
Income Estimation: 
$40,950 - $50,639
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Advantage xPO

Advantage xPO
Hired Organization Address Cranston, RI Full Time
Sales Floor Opportunities As a Sales Floor Specialist with Advantage xPO, you will be responsible for meeting with custo...
Advantage xPO
Hired Organization Address Cranston, RI Full Time
Sales Success Awaits Imagine a career where your earning potential knows no bounds. As a Commission-Based Flooring Speci...
Advantage xPO
Hired Organization Address Cranston, RI Full Time
Sales Excellence at Every Level Are you a motivated individual looking to take your sales career to the next level? As a...
Advantage xPO
Hired Organization Address Cohoes, NY Full Time
Key Responsibilities This exciting opportunity requires a detail-oriented individual with strong written and verbal comm...

Not the job you're looking for? Here are some other Private Wealth Management Administrative Assistant - Philadelphia jobs in the Philadelphia, PA area that may be a better fit.

Private Wealth Management Professional

McLaughlin Private Wealth, Mount Laurel, NJ

Administrative Assistant | Office Manager

FFT Wealth Management, Philadelphia, PA

AI Assistant is available now!

Feel free to start your new journey!