Administrative Assistant

Wealth Partners Capital Group ("WPCG") is a West Palm Beach, Florida-based financial services holding company with additional offices in New York City and San Francisco. WPCG was launched in June 2017 and currently has investments in eight large wealth management firms (www.wealthpcg.com).

WPCG is seeking to hire an Administrative Assistant in the New York City office. The Administrative Assistant position is designed for an individual who is highly detail oriented and has exceptional organizational skills. This position is mid-level and is an excellent opportunity for someone eager to gain exposure to the financial services industry.

Duties and Responsibilities

Duties and responsibilities include, but are not limited to, the following:

• Answer and direct incoming calls


• Handle inbound and outbound mail: USPS, UPS, FedEx


• Order kitchen supplies, restock the refrigerator and pantry as needed


• Order office supplies as needed for all offices


• General administrative duties: scanning, filing, copying, etc.


• Greet clients and vendors visiting the New York City office


• Maintain relationships with office vendors and serve as point person for office issues


• Coordinate travel plans and scheduling for a whole team


• Other administrative duties and projects, as assigned

Skills and Qualifications

Skills and qualifications include:

• Bachelor’s degree is required


• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)


• Strong 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 City


• Excellent benefits including health, dental, vision, 401(k) and disability, all insurance premiums and co-payments paid for by WPCG


• Starting salary is $70-90k (includes overtime) + bonus