Administrative Assistant – Wealth Management Position Available In Palm Beach, Florida
Tallo's Job Summary: The Administrative Assistant - Wealth Management position requires 2+ years of administrative experience, preferably in a financial services firm. Responsibilities include managing front desk operations, scheduling, travel coordination, and office supply management. The ideal candidate is detail-oriented, proficient in Concur for expenses, and can multitask effectively in a fast-paced setting.
Job Description
We are seeking a highly organized and personable Administrative Assistant to join our team. This front-desk role is the first point of contact for visitors and calls, requiring a professional, friendly, and proactive approach. The ideal candidate will be involved in a wide range of administrative tasks, ensuring smooth office operations and supporting the Research team.
Key Responsibilities:
Answer and direct incoming calls, greet guests, and maintain a welcoming office environment. Liaise with building management and vendors for office-related needs, including ordering supplies and securing key fobs. Assist the Research team with scheduling and managing calendars efficiently. Coordinate both domestic and international travel, including flights, accommodations, and itineraries. Process and track expenses, ideally using Concur, and support general administrative functions such as stocking the kitchen and managing office supplies.
Requirements:
2+ years of administrative assistant experience Previous experience in a financial services firm is required. Detail-oriented with experience in calendar management, expense reporting, and front-desk operations. Proficiency in Concur for expenses is highly preferred. Friendly, approachable, and able to interact professionally with executives, vendors, and building management. Ability to multitask and prioritize in a fast-paced environment.
