Administrative Assistant

Job Description

Job Description

Administrative Assistant – Financial Services

Location: Hallandale Beach, FL — 100% Onsite
Salary: $50,000 annually
Employment Type: Temp-to-Permanent Opportunity

Local candidates only: Applicants must currently reside in South Florida and be available to work onsite five days per week.

About the Opportunity

Are you an organized, client-focused administrative professional looking to build your career in the financial services industry? We are seeking a polished and dependable Administrative Assistant to support a fast-paced financial sales team and its leadership.

This temp-to-permanent opportunity offers valuable exposure to financial operations, client account administration, and sales support. It is ideal for someone who enjoys keeping people and processes organized while delivering an excellent client experience.

Key Responsibilities

• Provide day-to-day administrative support to the sales team and management.

• Communicate professionally with clients by phone, email, mail, and CRM.

• Request, collect, and track client account documents to ensure timely completion.

• Maintain accurate and up-to-date client information and account records.

• Prepare and distribute reports, correspondence, and other account-related materials.

• Organize and safeguard confidential financial and client documentation.

• Monitor open requests, follow up on outstanding items, and help keep priorities on schedule.

• Assist with general office administration and client-service needs as assigned.

Qualifications

• Previous administrative, sales-support, or client-service experience.

• Excellent written and verbal communication skills.

• Strong organizational, follow-up, and time-management abilities.

• High attention to detail and commitment to accuracy.

• Ability to manage multiple priorities and meet deadlines.

• Professional judgment when handling sensitive and confidential information.

• Proficiency with Microsoft Office and experience using CRM systems are preferred.

• Experience in banking, brokerage, investments, fixed income, or another financial services environment is highly desirable.

What Makes You a Great Fit

• You are dependable, proactive, and comfortable taking ownership of your work.

• You enjoy supporting clients and contributing to a collaborative team.

• You remain organized and professional in a busy, deadline-driven environment.

• You are eager to expand your financial services knowledge and grow into a permanent position.

• You currently live in South Florida and can commute daily to Hallandale Beach.