Financial Administrative Assistant

3 weeks ago


Fort Lauderdale, United States Financial Services Full time

Financial advisor administrative experience is required.


The ideal candidate will exhibit high professional standards, and great customer service skills. Strong abilities to prioritize tasks and to meet deadlines will ensure success in this multi-faceted role.


Responsibilities

  • Manage phone calls, e-mails, website, and social media profiles
  • Coordinate requests between clients and home office
  • Process forms and transactions, and document interactions
  • Schedule and confirm meetings, calls, and events
  • Complete projects


Qualifications


  • Financial advisor administrative experience required
  • Some college preferred
  • Outstanding interpersonal communication necessary
  • Capitalist mindset wanted
  • Reliable attendance in office needed


The on-site hours are Monday through Thursday from 9:30 AM to 4:00 PM, with a paid lunch from 12:30 PM to 1:00 PM.



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