Administrative Assistant

4 days ago


Tampa, United States PrideStaff Full time

We are recruiting for an Administrative Assistant for a financial advisory firm. This role plays a pivotal role in ensuring the advisory team operates smoothly and efficiently. This position involves a blend of administrative duties, client communication, and operational support tailored to the fast-paced world of financial services.

Key Responsibilities:

• Provide administrative support to the financial advisory team, including managing calendars, scheduling appointments, and preparing client-facing materials.

• Handle incoming communications via phone and email, ensuring prompt and professional responses.

• Maintain accurate and organized records, including client files, correspondence, and transaction details.

• Assist with data entry, reporting, and preparing presentations for client meetings.

• Coordinate office operations, including supply management, filing, and general office upkeep.

• Ensure compliance with regulatory requirements and confidentiality standards.

Qualifications:

• Previous experience in an administrative or support role, ideally within financial services or a professional office environment.

• Strong organizational skills with exceptional attention to detail.

• Proficiency in MS Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems.

• Excellent communication skills, both verbal and written.

• Ability to multitask and prioritize in a fast-paced setting.

• A proactive and positive attitude with a focus on client satisfaction.

Compensation / Pay Rate (Up to): $18.00 - $19.00



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