Receptionist / Administrative Assistant - Financial Services - Bradenton Office

Job Description

Job Description

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

Join a Stable, Respected Financial Firm Where You’re the First Point of Contact

Alliance America is a well-established wealth management and insurance firm with over 40 years of success serving clients. We are seeking a professional, friendly, and organized Receptionist / Administrative Assistant to serve as the face of our office and support daily operations.

If you enjoy working with people, keeping things organized, and creating a welcoming, professional environment, this is a great opportunity to build a long-term role in financial services.

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
• Maintain a clean, organized, and client-ready front office
• Handle incoming and outgoing mail, packages, and general office communications
• Assist with light administrative tasks such as scanning, filing, and document organization
• Support the team with day-to-day office coordination as needed

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

What We Offer

• Consistent weekday schedule – no nights or weekends
• Weekly W-2 pay
• Health, Dental, Vision, and Life Insurance (after 90 days)
• Paid holidays, PTO, and vacation time
• Stable, long-standing company with 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.

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