administrative assistant

$35,360 - $37,440/Yr

Unclassified - Melbourne, FL

Full-time - Entry Level

Melbourne, FL

About the position

We are seeking an organized and detail-oriented Administrative Assistant to support our client's Financial Advisors with daily service and operational activities. The role involves handling a range of tasks, including client service, office management, and administrative functions, with a focus on providing comprehensive support to enhance the efficiency of financial operations.

Responsibilities

• Assist Financial Advisors with client services via phone, email, and direct interactions.
• Schedule appointments and prepare for meetings with new and prospective clients.
• Execute various administrative functions for the Financial Advisors and Branch Management.
• Provide comprehensive administrative support, including managing calendars, travel arrangements, and expense reports.
• Manage office correspondence, including distributing mail and handling emails.
• Maintain office supplies and equipment, coordinating orders and repairs as necessary.
• Establish and maintain filing systems and records to support client relationship management.

Requirements

• 2 years of experience in administrative roles or related fields.
• Basic understanding of financial investments such as mutual funds, exchange-traded products (ETPs), stocks, bonds, and commodities-based investments.

Benefits

• Health insurance
• 401K contribution
• Incentive and recognition program