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Executive Administrator

3 months ago

Tampa, Florida, United States Kanter & Associates PA CPA Full time
Position: Business Support Specialist

About the Company: Are you looking to join a leading Financial Planning Agency? Kanter & Associates, PA, CPAs., dba Kanter Consulting Group is at the forefront of the industry, delivering top-notch planning services.

Job Description

- Provide active support and oversight to the team to ensure business goals are met.

  • Daily monitoring of business objectives to maintain progress.
  • Assist team members in refocusing efforts to achieve goals.
  • Identify areas of excessive administrative tasks and offer support.
  • Develop solutions for underperforming employees and present them to management.
  • Recognize skill gaps in team members and recommend necessary training.

Organizational Support Responsibilities:

  • Offer positive reinforcement to encourage goal-oriented behaviors in the team.
  • Maintain a harmonious relationship within the team as a liaison to the leadership.
  • Promptly report all significant employee interactions affecting business objectives to the owners.
  • Assist in documenting and updating operational processes.
  • Ensure service quality for clients and internal operations.
  • Oversee compliance with confidentiality and communication standards.
  • Support leadership with daily administrative tasks.
  • Generate weekly reports on business objectives for the team and management.

Qualifications:

  • Proficient in calendar management for leadership.
  • Open to learning and development through provided coaching.
  • Strong problem-solving skills and willingness to engage deeply.
  • Keen on continuous personal growth.
  • Highly skilled in Excel and Word.
  • Hold a Life, Health, and Variable Annuity License 2-15.

If you aspire to advance your career, this role offers a potential progression to an Executive Management position in 12-18 months.

Additional Details and Benefits:

  • Work 4 days in the office and 1 day remotely (Friday).
  • Located at 4200 W. Cypress Street, Suite 700, Tampa, FL 33607.
  • Working hours from 8:30 a.m. to 4:30 p.m. EST, Monday to Friday.
  • Bi-monthly pay schedule on the 15th and 30th of each month.
  • Enjoy paid holidays as per office closure.
  • Initial 60 Day Learning Period for mutual suitability assessment.

After 60 days, benefits include:

  • 80% coverage of personal health insurance costs.
  • Long-term and short-term disability coverage.
  • Dental and vision insurance.
  • Annual education allowance up to $500 for professional growth.
  • 5 paid sick days (post-probationary period).
  • Accrual of 10 paid Personal Days annually.

After the first year, benefits expand to:

  • Eligibility for 401(k) with a 3% match.