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About Wealth Partners Capital Group

Wealth Partners Capital Group (WPCG) is a financial services holding company based in West Palm Beach, Florida, with additional offices in New York City and San Francisco. Established in June 2017, WPCG currently invests in six major wealth management firms.

Job Overview

WPCG is looking to hire a detail-oriented Administrative Assistant for their New York City office. This mid-level role offers a great opportunity for someone seeking to gain experience in the financial services sector.

Key Responsibilities

Manage and route incoming phone calls efficiently
Handle inbound and outbound mail, including USPS, UPS, and FedEx
Order and replenish kitchen supplies, restocking refrigerators and pantries as needed
Procure office supplies for all company locations
Perform general administrative tasks such as scanning, filing, and copying
Welcome and assist clients and vendors visiting the New York office
Maintain vendor relationships and act as the primary contact for office-related issues
Arrange travel plans and coordinate scheduling for the entire team
Complete additional administrative duties and special projects as assigned

Required Skills and Qualifications

Bachelor's degree is mandatory
Strong proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)
Excellent organizational abilities with capacity to handle multiple tasks simultaneously
Ability to perform well under pressure in a fast-paced environment
Maintains discretion when dealing with confidential information
Exceptional verbal and written communication skills
Demonstrates a positive and proactive attitude

Additional Information

Candidate must be located in New York City
Comprehensive benefits package including health, dental, vision, 401(k), and disability insurance, with all premiums and copayments covered by WPCG
Compensation starts at $70,000 annually, plus eligibility for overtime pay and bonuses

Administrative Assistant

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