Financial Administrative Assistant

2 weeks ago

Bradenton, United States BSI Financial Full time
Job DescriptionJob 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 DescriptionWe 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.Company DescriptionWe 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.

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