Administrative Assistant

3 weeks ago


Jos South, Plateau State, United States Camarda Wealth Advisory Group Full time
Job Title: Administrative Assistant - Investment Advisory and Tax Operations

Location: Fleming Island, FL

Job Type: Full-time

Job Summary:

We are seeking a detail-oriented and proactive Administrative Assistant to support our Investment Advisor team and Tax Operations. This role involves direct contact with clients and a variety of administrative duties, including light bookkeeping and assisting with QuickBooks.

Key Responsibilities:

  • Client Support: Serve as a point of contact for clients via phone, email, and in person. Handle inquiries, scheduling and confirming appointments, and assist in maintaining strong client relationships.
  • Administrative Duties: Assist the Investment Advisor team with day-to-day administrative tasks, including preparing reports, new account paperwork, managing calendars, and maintaining records.
  • Tax Operations Support: Help facilitate tax-related tasks by organizing and managing documentation, coordinating with clients, and tracking deadlines.
  • Bookkeeping: Perform light bookkeeping tasks, including data entry, account reconciliation, and expense tracking. Experience with QuickBooks is strongly preferred.
  • Document Management: Maintain electronic and physical filing systems, ensuring proper handling of sensitive financial and tax-related documents.
  • Correspondence: Draft and manage client communications, such as follow-up emails, engagement letters, and other relevant materials.
  • Compliance Support: Assist with ensuring all compliance requirements are met, including document handling and data entry accuracy.

Qualifications:

  • 2+ years of experience in an administrative or similar support role.
  • Experience supporting financial advisors, investment professionals, or tax teams is a plus.
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
  • Experience with QuickBooks or similar accounting software is preferred.
  • Familiarity with CRM systems is an advantage.
  • Strong attention to detail and ability to prioritize tasks in a fast-paced environment.
  • Excellent verbal and written communication skills.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Strong organizational and multitasking skills.
  • Customer service-oriented with a professional demeanor.
  • Ability to work independently and as part of a team.

What We Offer:

  • Competitive salary based on experience.
  • Health, dental, and vision benefits.
  • 401(k) with employer matching.
  • Professional development opportunities.
  • A collaborative and supportive work environment.

If you are detail-oriented, enjoy working with clients, and are looking to grow in the financial services and tax industry, we encourage you to apply



  • Jos South, Plateau State, United States Camarda Wealth Advisory Group Full time

    Job Title: Administrative Assistant – Investment Advisory and Tax OperationsLocation: Fleming Island, FLJob Type: Full-timeJob Summary:We are seeking a highly organized and detail-oriented Administrative Assistant to support our Investment Advisor team and Tax Operations. The ideal candidate will have strong communication skills, be comfortable handling...


  • Jos South, Plateau State, United States Camarda Wealth Advisory Group Full time

    Job Title: Administrative Assistant - Investment Advisory and Tax OperationsLocation: Fleming Island, FLJob Type: Full-timeJob Summary:We are seeking a highly organized and detail-oriented Administrative Assistant to support our Investment Advisor team and Tax Operations. This role involves direct contact with clients and a variety of administrative duties,...


  • Jos South, Plateau State, United States State of Florida Full time

    Job SummaryWe are seeking a highly organized and detail-oriented individual to join our team as a Senior Clerk. In this role, you will be responsible for managing departmental procedures, including employee time sheets and activity records. You will also be responsible for verifying service coding and collecting payment from clients.Key...


  • Jos South, Plateau State, United States Great Expressions - Dental Centers Full time

    About the RoleWe are seeking a highly skilled Dentist to join our team at Great Expressions - Dental Centers. As a key member of our clinical services team, you will be responsible for delivering exceptional oral care to our diverse patient community.Key ResponsibilitiesExamine and diagnose oral health issues using advanced dental procedures.Develop...


  • Jos South, Plateau State, United States Great Expressions - Dental Centers Full time

    About the RoleWe are seeking a skilled General Dentist to join our team at Great Expressions - Dental Centers. As a Dentist at our practice, you will be responsible for delivering high-quality oral care to our diverse patient community.Key ResponsibilitiesExamine and diagnose oral health issues using advanced dental procedures.Perform routine dental exams,...


  • South Royalton, Vermont, United States MISCELLANEOUS STEEL & RAIL LLC Full time

    Job DescriptionWe are seeking a highly skilled and organized Administrative Assistant to join our team at Miscellaneous Steel & Rail LLC. As an Administrative Assistant, you will be responsible for providing administrative support to our management staff, ensuring the smooth operation of our office.Key Responsibilities:Perform general office duties such as...

  • Mental Health Intern

    3 weeks ago


    South Point, Ohio, United States Administrative Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Mental Health Intern to join our team at Necco. As a key member of our administrative staff, you will play a vital role in supporting the activities of our Behavioral Health department.Key Responsibilities:Assist with data entry and ensure timely, accurate, and complete submission of...


  • South Bend, Indiana, United States Paramount Schools of Excellence Full time

    Job Title: Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Paramount Schools of Excellence. The successful candidate will provide administrative support to our Principal and staff, ensuring the smooth operation of our front office.Key Responsibilities:Provide administrative support to...


  • South Bend, Indiana, United States Paramount Schools of Excellence Full time

    Job Title: Administrative AssistantWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Paramount Schools of Excellence. The successful candidate will provide administrative support to our Principal and staff, ensuring the smooth operation of our front office.Key Responsibilities:Provide administrative support to...


  • South Portland, United States Spectrum Healthcare Partners Full time

    COMPANY OVERVIEW Spectrum Healthcare Partners is Maine's largest multi-specialty, physician-owned and directed professional organization and is comprised of over 200 physicians practicing in the areas of anesthesiology, orthopaedics, pain management, pathology, radiation oncology, radiology, and vascular & interventional services. Spectrum provides services...


  • South Gate, United States AG Jeans Full time

    Los Angeles-based premium denim market leader AG Adriano Goldschmied seeks an Administrative Assistant to support the Vice President of Operations and General Counsel. This is a unique opportunity to learn the ins and outs of the apparel industry and work in a collaborative and creative environment.This is a full-time, in-person, and onsite...


  • South Gate, United States AG Jeans Full time

    Los Angeles-based premium denim market leader AG Adriano Goldschmied seeks an Administrative Assistant to support the Vice President of Operations and General Counsel. This is a unique opportunity to learn the ins and outs of the apparel industry and work in a collaborative and creative environment.This is a full-time, in-person, and onsite...


  • South Gate, United States AG Jeans Full time

    Los Angeles-based premium denim market leader AG Adriano Goldschmied seeks an Administrative Assistant to support the Vice President of Operations and General Counsel. This is a unique opportunity to learn the ins and outs of the apparel industry and work in a collaborative and creative environment.This is a full-time, in-person, and onsite...


  • south gate, United States AG Jeans Full time

    Los Angeles-based premium denim market leader AG Adriano Goldschmied seeks an Administrative Assistant to support the Vice President of Operations and General Counsel. This is a unique opportunity to learn the ins and outs of the apparel industry and work in a collaborative and creative environment.This is a full-time, in-person, and onsite...


  • South Haven, Michigan, United States Creative Financial Staffing Full time

    Administrative Support SpecialistWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our client's team in South Haven, MI. This role will provide administrative support to the property management office, handling leasing paperwork, resident inquiries, and more for our client's complex.Key Responsibilities:Leasing...


  • South Burlington, United States Lund Full time

    For over 132 years, Lund has been harnessing hope and providing opportunities to help strengthen families and ensure a safe, secure and loving environment for all Vermont children. As a multi-service nonprofit organization, Lund serves more than 5,000 individuals each year. Lund's mission is to help children thrive by empowering families to break cycles of...


  • South Windsor, Connecticut, United States Acreage Holdings Full time

    Administrative Assistant / Customer Service RepresentativeAt Acreage Holdings, we are seeking a highly skilled and detail-oriented Administrative Assistant / Customer Service Representative to join our team in Danbury, CT.Key Responsibilities:Greet and check-in patients with a professional and courteous mannerSchedule new Intake appointments for patients...


  • South Bend, United States Paramount Schools of Excellence Full time

    School Administrative Assistant Location: South Bend Salary: Minimum Base $30,000 Position Type: Full-Time, Salary-Exempt Role and Responsibilities Reporting to the Principal, the PSOE Administrative Assistant will assist in the institution's management of front office relations, data management, student records, and school events. They will develop deep...


  • South Bend, United States Paramount Schools of Excellence Full time

    School Administrative Assistant Location: South Bend Salary: Minimum Base $30,000 Position Type: Full-Time, Salary-Exempt Role and Responsibilities Reporting to the Principal, the PSOE Administrative Assistant will assist in the institution's management of front office relations, data management, student records, and school events. They will develop deep...


  • South Bend, Indiana, United States Deschutes Heating & Cooling, Inc. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Assistant to join our team at Deschutes Heating & Cooling, Inc. As an Office Assistant, you will be responsible for providing administrative support to our service department, ensuring the smooth operation of our daily business activities.Key Responsibilities:Manage company email and...


  • South Boston, United States Innova Solutions Full time

    Innova Solutions is immediately hiring for a Senior Administrative Assistant Position type: Full-time Contract Duration: 8 months of contract Location: Cambridge, Massachusetts Responsibilities: Support of 3


  • South Royalton, United States Vermont Law and Graduate School Full time

    Description Administrative Assistant for Faculty Recruiting Temporary, part-time, non-exempt Up to 30 hours/week for 6-10 weeks Reports to: Vice Dean for Faculty Hourly Range: $21-27/hour Vermont Law and Graduate School is committed to cultivating and preserving a culture of inclusion and connectedness. We grow and learn better together with a diverse group...


  • South Dennis, Massachusetts, United States Elder Services of Cape Cod and the Islands Inc. Full time

    Job OpportunityElder Services of Cape Cod & the Islands Inc. is a nonprofit organization dedicated to promoting the welfare and enhancing the quality of life of elders in our community.We are seeking a highly organized and detail-oriented Administrative Assistant to provide clerical support to our Home Care Program.Key Responsibilities:Provide administrative...


  • South Jordan, Utah, United States Cadence Education Full time

    Job DescriptionPreschool Administrative AssistantCadence Education is seeking a dedicated and compassionate Preschool Administrative Assistant to join our team of passionate childcare professionals.As a Preschool Administrative Assistant, you will play a vital role in supporting the daily operations of our preschool, ensuring a safe and nurturing environment...


  • South Portland, United States Spectrum Healthcare Partners Full time

    COMPANY OVERVIEW Spectrum Healthcare Partners is Maine's largest multi-specialty, physician-owned and directed professional organization and is comprised of over 200 physicians practicing in the areas of anesthesiology, orthopaedics, pain management, pathology, radiation oncology, radiology, and vascular & interventional services. Spectrum provides services...