Job Description

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 (

WPCG is seeking to hire an Office Assistant in the West Palm Beach office. The Office Assistant position is designed for an individual who is highly detail oriented and has exceptional organizational skills. This position is entry 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
• Manage daily lunch orders for the team
• Order office supplies as needed for all offices
• General administrative duties: scanning, filing, copying, etc.
• Greet clients and vendors visiting the West Palm Beach office
• Maintain relationships with office vendors and serve as point person for office issues
• Assist with travel plans and scheduling
• Assist with social media checks for prospective partner firms
• Other administrative duties and projects, as assigned

Skills and Qualifications

Skills and qualifications include:

• Bachelor’s degree is preferred
• 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 West Palm Beach, FL
• Competitive compensation
• Excellent benefits including health, dental, vision, 401(k) and disability
• Starting salary approximately $50k + overtime

Job Tags

Similar Jobs