Administrative Assistant

Job Description

Job Description

Administrative Assistant

Location: Hallandale Beach, FL — Fully Onsite IF you do not live in South Florida your resume will not be considered.
Salary: $50,000 annually
Employment Type: Temp-to-Perm Opportunity

Position Overview

We are seeking a highly organized and detail-oriented Administrative Assistant to provide administrative and client service support to our client’s busy financial services sales team and management . The ideal candidate is dependable, communicates effectively, manages multiple priorities, and thrives in a fast-paced, deadline-driven environment..

Key Responsibilities

• Provide daily administrative support to the sales team and management.

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

• Request, collect, and track required client account documentation.

• Maintain accurate and current client records.

• Prepare and distribute account reports, correspondence, and related information.

• Organize and maintain confidential records for easy access and reference.

• Assist with additional administrative and client-service responsibilities as needed.

Qualifications

• Excellent verbal and written communication skills.

• Strong customer service skills and a professional demeanor.

• Exceptional organizational skills and attention to detail.

• Ability to prioritize multiple assignments and meet deadlines.

• Ability to handle confidential client and account information with discretion.

• Previous experience in banking, brokerage, fixed income, or another financial services environment is preferred.

• Proficiency with CRM systems and standard office software is a plus.

Ideal Candidate

• Positive, dependable, self-motivated, and adaptable.

• Comfortable working in a fast-paced, deadline-driven environment.

• Committed to accuracy and outstanding client service.

• Available to work fully onsite in the Hallandale Beach office.