Administrative Assistant

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