Private Wealth Management Administrative Assistant - Dallas
Listed on 2026-01-01
-
Administrative/Clerical
Office Administrator/ Coordinator, Admin Assistant
This range is provided by Advantage xPO. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$44,000.00/yr - $46,000.00/yr
Direct message the job poster from Advantage xPO
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
- 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
- Seniority level
Entry level
- Employment type
Contract
- Job function
Administrative and Finance - Industries Banking and Financial Services
Referrals increase your chances of interviewing at Advantage xPO by 2x
Inferred from the description for this jobMedical insurance
Vision insurance
401(k)
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