Administrative Assistant - Wealth Management

job
  • Ascendo Resources
Job Summary
Location
St. Petersburg ,FL 33388
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
19 Mar 2025
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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.

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