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Administrative Assistant

1 month ago

Sarasota, United States Porter Consulting Services, Inc. Full time

ADMINISTRATIVE ASSISTANT

BRADENTON / SARASOTA


Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, our client, a well-established financial and wealth planning advisory firm in Lakewood Ranch, has an Administrative Assistant career for you


Position Overview:

Our client, an independent financial planning and wealth advisory firm, is seeking a detail-oriented and organized Financial Services Administrative Assistant to support their team in delivering exceptional service to the clients in the Lakewood Ranch / Bradenton / Sarasota area. In this role, you will provide administrative support to ensure the smooth operation of financial transactions, client communications, and documentation. This position is ideal for someone with strong multitasking skills, a proactive attitude, and an interest in financial services.


Responsibilities

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service.


Other responsibilities include:

  • Client communication
  • Document Management
  • Data Entry & Reporting
  • Administrative Support
  • Compliance Assistance
  • Process Improvement
  • Team Collaboration
  • Event & Marketing Support


Requirements:

• Excellent interpersonal skills

• Excellent communication skills - written, verbal and listening

• People-oriented

• Organizational skills

• Detail oriented

Experience:

  • 1-2 years of administrative or operational support, ideally within a financial services environment.
  • Non-financial background will be considered if the candidate possesses exceptional project management skills, is highly organized, detail oriented and has demonstrated an ability and desire to master new skills.

Skills:

  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent verbal and written communication skills
  • Strong organizational and time management abilities
  • Attention to detail and accuracy in data entry
  • Ability to maintain confidentiality and handle sensitive financial information
  • Enjoys meeting and welcoming clients

Education:

  • High School Degree Required.
  • Bachelor’s degree in business, finance, or a related field preferred.

Benefits:

  • Competitive pay
  • Paid time off and holidays
  • Professional development opportunities