Administrative Assistant - New York, United States - Wealth Partners Capital Group, LLC

    Wealth Partners Capital Group, LLC
    Wealth Partners Capital Group, LLC New York, United States

    1 month ago

    Default job background
    Description

    Wealth Partners Capital Group ("WPCG") is a Palm Beach, Florida-based financial services holding company. WPCG was launched in June 2017 and currently has capital investments in six large wealth management firms. WPCG's mission, in partnership with these six firms, is to identify, value, negotiate with and acquire smaller firms and merge them into its partner firms (

    WPCG is looking to hire an Administrative Assistant based in New York City. The position reports directly to the Partners of WPCG and supports our 12-person sales team.

    Duties and Responsibilities

    Responsibilities include, but are not limited to, the following:

    • Schedule work-related travel for the team; assist with travel during off-hours
    • Schedule internal and external calls and meetings in Outlook
    • Manage Zoom and Microsoft Team video calls and conference room bookings
    • Answer and direct incoming calls on a multi-line phone
    • Order daily team lunches
    • Oversee and order office/kitchen supplies
    • Handle in/outbound mail: USPS, UPS, FedEx
    • Generate documents, agendas and presentations utilizing Word, PowerPoint and Excel
    • Track team expenses and travel credits
    • General administrative duties: scanning, printing, filing, copying, etc.
    • Various projects as assigned

    Skills and Qualifications

    Skills and qualifications include:

    • Bachelor's degree
    • Comfort with troubleshooting technology issues (in conjunction with our IT Team)
    • Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
    • Strong attention to detail and accuracy
    • Methodical organizational skills with the ability to multi-task
    • Thrives in a high-pressure and fast-paced environment
    • Exhibits a high-level of discretion around sensitive information
    • Excellent oral and written communication skills
    • Positive attitude

    Other Position Requirements

    • Based in New York, NY
    • Annual compensation range: $70k-$90k, comprised of hourly wage, overtime and discretionary bonus
    • Excellent benefits including health, dental, vision, 401(k) and disability