Executive Assistant – Exclusive Wealth Management Firm
Job description
Our client is a very prestigious wealth management firm with significant operations in Palm Beach. This role will work with the various wealth management teams and local operational employees for admin, client service, and office related responsibilities. The ideal candidate will have experience within financial services or banking and a high degree of professionalism.
Responsibilities:
- Great and receive clients
- Assist wealth advisors with client inquiries
- Maintain meeting and event scheduling
- Book travel when needed
- Answer phones and greet clients
- Handle wire transfers
- Various related duties
Requirements:
- Bachelors degree required
- 5+ years of admin experience within professional services (financial services highly preferred)
- Excellent communication
- Proficient with MS Office
Job Type: Full-time
Pay: $80,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person
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