Financial Administrative Assistant

Job Description

We are an established Wealth and Retirement Planning firm looking to expand our Team.

A small Financial Firm in Bradenton, FL seeking a qualified candidate to fill a part-time to a full-time role as Financial Administrative Specialist. We prefer someone with at least 3 years working in the financial field as an administrative assistant. Hours of operation; 9AM to 5PM Monday through Friday, closed on weekends. We are offering between 30 to 40 hours per week. Two main qualities required for this position are 1) good people-skills; works well with clients and 2) must love to organize paperwork.

Proven experience working in a finance and/or insurance investment office environment will be given priority consideration.

DUTIES INCLUDE:

Organize, manage, and maintain meeting calendars and schedules

Assist with incoming and outgoing correspondence, including telephone and email inquiries and ensure that all are handled appropriately

Proof, draft, and edit applications, correspondence, and other documents

Prioritize and manage multiple projects simultaneously, anticipate needs, and follow through on issues in a timely manner

Maintain, update, and organize existing client information.

Schedule client meetings

Follow up on outstanding issues to ensure tasks are completed

Perform additional tasks and assist with miscellaneous projects as assigned

QUALITIES SOUGHT:

Minimum of a high school diploma; Associates or bachelors in any field preferred

3 years administrative assistant experience; preferably in investments, insurance or tax related fields

History of proper customer service etiquette

Knowledge of public image and dress standards for a business casual office.

Strong written and verbal communication skills and the ability to express ideas clearly to all levels of employees, clients and outside contacts

Project organization and methodology for following established guidelines & procedures.

Ability to prioritize tasks by urgency while remaining focused on the customer experience.

Proficiency with QuickBooks, MS Office Suite; Word, Excel & PowerPoint.

Flexibility and Adaptability; able to thrive in a dynamic environment; desires to learn and grow.

NEXT STEP FOR QUALIFIED CANDIDATE:

Submit your resume via email.

Impress us with a cover letter.

Provide work and compensation history.Company Description

We place a high value on excellent customer service and client relations. We provide a professional office and work environment, and the chosen applicant will have a private office. The appropriate candidate must be comfortable working directly with clients.