Administrative Assistant - Financial Planning Office (On-Site | Bradenton)

Job Description

Job Description

Alliance America | Bradenton, FL (Near UTC)
Full-Time | Monday–Friday | 8:00 AM–4:30 PM | On-Site

Looking for a professional, Monday–Friday role in a stable financial firm where you can grow? Alliance America is hiring a Receptionist / Administrative Assistant to be the welcoming face of our Bradenton office and the person who keeps everything running smoothly. As you master the front desk, you’ll have opportunities to take on more responsibility in client service and office operations over time.

About Alliance America

Alliance America is a well-established wealth management and insurance firm with over 40 years of success serving clients. We provide financial planning and insurance solutions designed to help families protect and grow their assets. You’ll be joining a stable, respected company with a strong reputation and a supportive team.

What You’ll Do

• Greet clients and visitors, creating a welcoming and professional first impression.
• Answer and route incoming calls with confidence and professionalism.
• Schedule appointments and help manage advisor calendars.
• Handle incoming and outgoing mail, packages, and general office communications.
• Support the team with day-to-day office coordination as needed.

Growth Path

As you grow in the role and demonstrate reliability, professionalism, and strong organizational skills, you may:

• Take on more responsibility in client service and follow-up communications.
• Assist with basic paperwork preparation and document tracking for advisors.
• Help with simple reporting, data entry, or office process improvements.
• Progress toward roles such as Office Coordinator or Client Service Assistant, depending on skills and interests.

This is a great long-term opportunity for someone who wants to build a career in a professional financial services environment.

What We’re Looking For

• 2+ years of experience in reception, front desk, customer service, or administrative support.
• Strong phone presence and comfort interacting with clients throughout the day.
• Friendly, professional demeanor with excellent communication skills.
• Highly organized with strong attention to detail.
• Ability to multitask and stay on top of a steady daily workflow.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Reliable and punctual with a strong sense of responsibility.

Preferred (Not Required)

• Experience in financial services, insurance, banking, or professional office settings.
• Prior front desk or receptionist experience in a client-facing environment.
• Associate degree in Business Administration or related field.

Schedule & Work Environment

• On-site only – Bradenton, FL (near UTC).
• Monday–Friday, 8:00 AM–4:30 PM.
• Professional, client-facing office environment.

Compensation & Benefits

• W-2 compensation, paid weekly.
• Health, Dental, Vision, and Life Insurance after 90 days.
• Paid holidays, PTO, and vacation.
• 401(k) with company match.
• Stable, long-standing company with clear growth potential.
• Supportive, team-oriented office environment with hands-on training.

If you take pride in being the person who keeps the office running smoothly and creates a positive experience for every client who walks through the door, we’d love to connect with you.

Apply today to join a team where your role truly matters and your growth is supported.

Alliance America is an Equal Opportunity Employer and values a diverse and inclusive workplace