Financial Services Administrative Assistant

2 weeks ago


Florida, United States Burns Lowry Full time
{"title": "Administrative Assistant for Financial Services", "description": "

Burns Lowry is seeking a highly organized and detail-oriented Administrative Assistant to support their financial services team. The ideal candidate will have excellent communication skills, a strong attention to detail, and the ability to work independently.

Key Responsibilities:

  • Manage calendars and CRM system to ensure data integrity and accuracy.
  • Coordinate meeting scheduling and preparation, including proposal development and report creation.
  • Provide exceptional client service, including onboarding and ongoing support.
  • Document management, including meeting notes and report preparation.
  • Compose correspondence, reports, and emails.
  • Assist with life insurance applications and manage the process until issuance.
  • Support the principal's travel arrangements, including flight and accommodation booking.

Requirements:

  • Associate or Bachelor's degree.
  • Minimum 2-3 years of experience in an administrative role, preferably in financial services.
  • MS Office experience required.
  • Strong organizational and time management skills, with a focus on attention to detail and accuracy.

**Must be located in the ET or CT time zone, with a preference for candidates in or near Coral Cables, FL.**



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