Securities Licensed Administrative Assistant

3 weeks ago


Melbourne, United States Eastwood & Associates Full time

Eastwood & Associates Wealth Strategies, LLC is looking to grow We are recruiting an experienced and licensed Administrative Assistant to join our team in Melbourne, Florida. We know our employees are the key to our success and offer competitive wages, a comprehensive benefits package, flexible schedule, and a great work environment.

**Responsibilities & Desired Skills**
- Answer multi-line phones
- Microsoft efficient (Word, Excel and Outlook)
- Scheduling client appointments
- Preparing meeting agendas and reports
- Document archival per Compliance specifications
- Opening new accounts and handle account transfers
- Maintaining updated client information and Account maintenance
- Assist with client requests
- Time management and organization skills
- Database Management

**Requirements**:

- High school diploma or equivalent
- Series 7 Securities license
- Self driven - able to multitask and adapt to changing priorities
- Excellent interpersonal and oral & written communication skills
- Ability to work independently and collaboratively within a team
- Ability to prioritize workload and remain organized
- Adept in client communication and fostering business relationships

Schedule: Monday - Friday

Work Location: Melbourne, FL - In Person

Experience: 1 year minimum

**Benefits**
- 401(k) & 401(k) Matching
- Insurance (Including Health, Dental, Vision and Disability)
- Paid time off
- Flexible schedule
- Professional development assistance

Eastwood & Associates, founded by Bill Eastwood in 2005, offers a wide range of wealth management services and solutions for business owners, individuals, and families. Bill is a University of Florida graduate and earned his CFP® certification in 2004. He has been assisting clients with their planning needs since 1994.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory ServicesSM.

Insurance services offered through an Avantax affiliated insurance agency.

Pay: $20.00 - $25.00 per hour

Expected hours: 40.0 per week

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday

License/Certification:

- Series 7 (required)

Ability to Commute:

- Melbourne, FL 32935 (required)

Ability to Relocate:

- Melbourne, FL 32935: Relocate before starting work (required)

Work Location: In person



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