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Private Wealth Management Administrative Assistant

Advantage xPO

This is a Full-time position in Dallas, TX posted August 23, 2022.

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 Assistants 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 


  • Proficiency in Word, Excel, PowerPoint and Outlook required 
  • A minimum of 2-5 years of work experience in a professional corporate environment 
  • Strong written and verbal communication skills 
  • Bachelor’s Degree preferred but not required
  • New graduates who have a desire to be in the financial services industry are also encouraged to
  • Enjoys working in a team environment
  • Polished communication skills
  • Ability to multi-task and work in a fast-paced environment
  • Interest in the financial services industry
  • 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
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