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Private Wealth Management Administrative Assistant - Dallas

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Advantage xPO
Full Time, Contract position
Listed on 2026-01-01
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Admin Assistant
Salary/Wage Range or Industry Benchmark: 44000 USD Yearly USD 44000.00 YEAR
Job Description & How to Apply Below
Private Wealth Management Administrative Assistant - Dallas Private Wealth Management Administrative Assistant - Dallas

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
  • Seniority level

    Entry level
Employment type
  • Employment type

    Contract
Job function
  • 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 job

Medical insurance

Vision insurance

401(k)

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