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Private Wealth Management Administrative Assistant

Advantage xPO Chicago, IL

  • Expired: May 01, 2020. Applications are no longer accepted.

Advantage xPO is currently lookingfor a bright, energetic and friendly ExecutiveAssistant to support a busy and highly successful Private Wealth Managementoffice within one of the most prestigious global financial services firms. Theideal candidate should possess at least two years of administrative supportexperience from a corporate environment. The Executive Assistantwill be responsible for supporting a Private Wealth Advisory team directly withthe following responsibilities: · Managing Travel & Expenses, including making travelarrangements and processing expenses · Maintaining Calendars and Schedules daily, coordinatingclient meetings and preparing necessary documents · Assisting with phones, representing the team and the firmwith external clients, as well as supporting internal calls, liaising withvarious groups in the organization effectively. · Acting as a Point of Contact, for clients and prospectiveclients both in office and over the phone, routing calls and taking messages · Processing Incoming & outgoing mail, including checks andstock certificates, tax forms, and scanning · Coordinating and Scheduling office events, internal eventsand external client events as needed.

Duties to include booking and arranging conferencerooms, coordinating catering, preparing and printing documents, liaising withbuilding services, and greeting visitors · Assisting the Private Wealth Management Team in servicingclients, with a focus on operational excellence and customer service Qualifications: · Proficiency in Word, Excel, PowerPoint and Outlookrequired · A minimum of 2-5 years of work experience in a professionalcorporate environment · New graduates who have a desire to be in the financialservices industry are also encouraged to apply · Strong written and verbal communication skills · Bachelor's Degree preferred but not required · Enjoys working in a team environment · Polished communication skills · Ability to multi-task and work in a fast paced environment About Advantage xPO Advantage xPO makes all employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, ancestry, medical condition, age, marital status, national origin, citizen status, political affiliation, union membership, genetic information, physical or mental disability, veteran status, denial of medical or family leave, pregnancy or pregnancy disability leave or any other protected group status as defined by federal, state or local law. We will provide reasonable accommodations throughout the application or interviewing process. If you require a reasonable accommodation, contact us.

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Chicago, IL
60606 USA
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