Office Assistant
Stillwater Financial Group
Job Description
Job Description
Job Title: Office Assistant
Location: In-Home Office Environment
Schedule: Monday – Friday, 9:00 AM – 5:00 PM
About Us
Stillwater Financial Group is a small, successful, and long-established financial firm located in Boca Raton, FL, known for our fast-paced yet collaborative work environment. We pride ourselves on exceptional service, long-term client relationships, and a unique office culture. We are seeking a dependable, detail-oriented Office Assistant to join our team and support daily operations, with a focus on client service, compliance tracking, and administrative support.
Key Responsibilities
New Business Processing
- Prepare paperwork and documentation based on advisor instructions
- Process new accounts and forward confirmations to clients
Compliance Support
- Log all incoming and outgoing monthly correspondence
- Assist with quarterly carrier reports
- Support preparation efforts for annual broker-dealer audits
Client Meeting Preparation
- Print and organize client account summaries and reports
- Prepare new account packages for upcoming meetings
Administrative Duties
- Handle incoming/outgoing mail and email communications
- Maintain organized and up-to-date physical client files
- Monitor and replenish office supplies and printed materials
- Assist with incoming client calls and provide courteous resolutions
Qualifications
- High school diploma required; Associate’s or Bachelor’s degree preferred
- Prior administrative experience
- Proficiency in Microsoft Office Suite
- Financial services or insurance industry
- Strong written and verbal communication skills
- Excellent attention to detail and accuracy
- Highly organized with ability to prioritize and multitask
- Trustworthy and professional; able to handle confidential information
- Friendly and customer service-focused demeanor
Preferred Skills
- Experience with CRM software (e.g., Redtail, Salesforce, etc.)
- Familiarity with financial services terminology or workflow
- Understanding of basic investment or insurance products
- Flexible and eager to grow with evolving business needs
Compensation & Perks
- Competitive salary based on experience
- Two weeks paid vacation annually
- Casual attire welcome in a professional, home-office setting
Check us out!
Website:
Note: Background check required upon offer of employment
Company DescriptionStillwater Financial Group, formerly known as Long Financial Services, Inc., provides the unique, personal service your financial future demands. Nothing is more important than knowing your hard-earned money is safe and working for you. Leslie Roberts, Founder and CEO of Stillwater Financial Group, has over 25 years of experience in the industry and takes her business to each client's kitchen table, getting to know you on a personal level and finding out what will work best for you and your money.
Company Description
Stillwater Financial Group, formerly known as Long Financial Services, Inc., provides the unique, personal service your financial future demands. Nothing is more important than knowing your hard-earned money is safe and working for you. Leslie Roberts, Founder and CEO of Stillwater Financial Group, has over 25 years of experience in the industry and takes her business to each client's kitchen table, getting to know you on a personal level and finding out what will work best for you and your money.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Office Assistant in Boca Raton, FL vacancy
- ...growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS office assistant, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will...SuggestedWork at officeWorldwide
FastSigns
Boca Raton, FL12 hours ago - ...Office Assistant Green Key resources is representing a large financial firm who is looking for an Office Administrative Assistant to join their team in Boca Raton, FL. This is 100% onsite. Monday - Friday 8-5 Job Duties This Admin will help cover facilities...SuggestedWork at officeImmediate startMonday to Friday
Green Key Resources
Boca Raton, FL4 days ago $16 - $18 per hour
...:00 AM - 5:00 PM Compensation: $16 - $18 per hour (based on experience) We are seeking a reliable and detail-oriented Office Assistant to support daily administrative tasks in a warehouse environment located in Deerfield Beach . This is a full-time position...SuggestedHourly payFull timeWork at officeMonday to Friday5TH HQ LLC
Deerfield Beach, FL4 days ago$15 - $16 per hour
...Part Time Office Assistant Boca Raton, FL, United States $ 15.00 - 16.00 (US Dollar) Part Time Office Assistant needs 2+ years experience Part Time Office Assistant requires: Must be able to handle multiple tasks. Autonomous. Preserves confidentiality. Familiarity...SuggestedPart timeWork at officeGlobal Channel Management
Boca Raton, FL3 days ago$16 per hour
...Overview IST Management is seeking an Entry Level Part Time Office Services/Hospitality Assistant to join our Boca Raton team! The Part Time Assistant will be responsible for assisting with mail, package, and event services provided on-site in a team environment....SuggestedHourly payExtra incomePart timeWork at officeLocal areaIST Management
Boca Raton, FL4 days ago- ...Job Description Job Description We are seeking an experienced, highly organized, and self-motivated Office Manager/ Executive Assistant to join our team. In this role, you will be responsible for providing overall administrative support for the company including managing...Full timeWork at office
Cyberstar Systems Inc
Boca Raton, FL6 days ago - ...Laboratory Office Assistant Qualified candidates to join our team as a Laboratory Office Assistant. This environment is a fast-paced medical office for a well-known dermatology company. We pride ourselves in becoming the largest dermatology practice in the country,...Full timeWork at office
Advanced Dermatology
Boca Raton, FL18 hours ago - ...Administrative Assistant We are seeking a reliable, detail-oriented Administrative Assistant to join our family-owned and operated commercial... ...for an enthusiastic individual who thrives in a fast-paced office environment and is eager to grow with our team. Key...Full timeWork at office
MESMEN INC
Pompano Beach, FL4 days ago - ...collision repair and auto paint shop, dedicated to quality service and customer care. We are looking for a reliable, detail-oriented Office Assistant to support our daily operations and help keep the shop running smoothly. While professional experience and qualifications...Work at officeLocal area
Auto Works Collision & Paint
Pompano Beach, FL1 hour ago - ...Office Administrator Caliber Collision has an immediate job opening for an Office Administrator to perform all-purpose duties, which may include, but not limited to assisting with providing the front office teammates with the necessary tools, training and information...Weekly payWork at officeImmediate start
Caliber
Boca Raton, FL4 days ago - ...maintain and grow this standard, were seeking an experienced Office Administrator to support the daily operations of our company.... ...our management & sales departments. Responsibilities: Assisting with the management of daily operational activities Answering...Work at office
Gmi Stone Llc
Deerfield Beach, FL1 day ago - ...Staffing Coordinator This position has primary responsibility for staffing and scheduling services for Assisting Hands®. The Staffing Coordinator matches caregivers with clients and coordinates caregiver schedules. This position involves extensive telephone work and...Hourly payWork at officeMonday to Friday
Assisting Hands
Boca Raton, FL1 day ago - ...Job Description: Office Administrator Core Value Mindset We are focused on building a motivated workforce that lives by our core values of Extreme Ownership, that will Service The Customer Above All Else . We employee team members that take responsibility...Contract workFor contractorsWork at office
TrovaSearch
Boca Raton, FL1 day ago $100k
...Job Title: Family Office Legal Assistant Location: Boca Raton, FL 33431 Salary: Up to $100,000 Schedule: On-site, Monday through Friday (no remote work) Important Note: Applicants must have a minimum of 5 years of experience in wills,...Work at officeRemote workMonday to FridayMorgan Stephens
Boca Raton, FL4 days ago- ...Office Assistant American Heritage Schools of Palm Beach County is currently accepting applications for Office Assistant. The Office Assistant provides administrative support to ensure the efficient operation of the office. Primary Duties & Responsibilities Provide...Contract workTemporary workSummer workSeasonal workWork at office
American Heritage Schools - Broward Campus
Delray Beach, FL1 day ago $15 - $17 per hour
...Administrative Assistant Opportunity We are seeking an organized and proactive Administrative Assistant to join our organization. You... ...accurate typist ~ Proficient with Microsoft Suite and common office equipment ~ Excellent customer service and communication skills...Hourly payWork at officeHCAOA
Delray Beach, FL3 days ago$19 - $20 per hour
...PR $19-20 Insight Global is looking for an Office Administrator on behalf of a client located in Deerfield beach. This role entails... ...by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the...Work at officeInsight Global
Deerfield Beach, FL1 day ago- ...potential with a stable, growing company, Sage Dental has what you are looking for. Overview Sage Dental is seeking an Assistant Office Manager to join our team in Pembroke Pines! If you have experience as an Assistant Office Manager in a group dental practice...Work at office
Sage Dental
Coral Springs, FL7 days ago $147k - $179.6k
...contact you for an initial discussion. Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since 1870. Consistently recognized as one of the most reputable construction management firms in...For contractorsRelocationGilbane Building Company
Boca Raton, FL5 days ago- Home Care Scheduler Experience the SYNERGY HomeCare difference, where we are united under one purpose, to bring wholehearted, life-energizing care to as many people as possible - on their terms, in their own homes. And that starts with compassionate, care-minded people...
Synergy HomeCare
Deerfield Beach, FL1 hour ago $17.27 - $22.45 per hour
...Additional Qualifications: Experience in Healthcare and/or Customer Service setting, Surgery preferred. Working knowledge of Microsoft Office and Scheduling Systems (i. e. Net Access, Centricity, Pathways Healthcare Scheduling, Chartlinks etc. ). Medical Terminology...Work at officeBaptist Health
Boca Raton, FL1 day ago- ...Supported Practice: Atlantic Family Dental Category: Business Assistant Location: 5065 W Atlantic Ave, Delray Beach, FL 33484... ...support the business and clinical needs of each supported dental office and foster a strong team building culture. As a Business Assistant...Daily paidWork at officeLocal area
Heartland Dental
Delray Beach, FL1 day ago - ...Dental Office Assistant - Business Assistant Optimum Dentistry is looking for a Bi-lingual (English/Spanish) Business Assistant to join our team. Monday-Thursday 8:00am-5:00pm; Friday 9:00am-12:00pm Position Summary: $2,000.00 Sign on Bonus! Business Assistant...Daily paidWork at officeLocal areaRelocation package
Bartram Family Dental Care
Coral Springs, FL1 hour ago - .... Hybrid positions based in FL Must be able to commute to office in Deerfield Beach, FL Patient access experience is big plus... ...been verified Maintain organized patient scheduling records Assist in other duties as assigned Skills and Education: High...Work at officeFlexible hours
$18.17 - $28.56 per hour
...customer issues or directing to appropriate personnel for further assistance. Performs a variety of essential record keeping duties, and... ..., invoices, work orders, purchase orders. Operates various office equipment, e.g., computer terminals, word processor, printers,...Hourly payPart timeWork at officeMonday to FridayFlexible hoursCity of Coral Springs, FL
Coral Springs, FL2 days ago- Senior Care Solutions Group is seeking a detail-oriented Intake Coordinator / Scheduler in Boca Raton, FL. This full-time position involves managing new client intakes, coordinating caregiver schedules, and ensuring a seamless experience for clients and caregivers. The ...Remote jobFull time
- LRP Media Group is looking for a Patient Access Front Desk Scheduler in Boca Raton, Florida. The role requires handling patient appointments, verifying insurance details, and meeting quality metrics in a fast-paced environment. Candidates should possess excellent customer...Full time
- ...patient appointments (diagnostic, surgical, therapy, physician office visits, and other procedures/treatments). They will obtain and verify... ...environment and to meet individual quality metrics. They will assist in supporting go‑lives and various departmental initiatives,...Work at officeRelocation package
- ...looking for candidates with a high school diploma and at least six months of relevant experience. Strong communication and problem-solving skills are a must, along with proficiency in Microsoft Office to facilitate smooth operations. #J-18808-Ljbffr Home Inspection ServicesWork at office
- LRP Media Group seeks a Patient Access Scheduler 2 for its South Palm Surgery Center in Boca Raton, FL. The role involves scheduling patient appointments, managing demographic and insurance information, and ensuring quality standards in a fast-paced call center environment...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Office Assistant. Be the first to apply!
Related searches
- office worker Boca Raton, FL
- office assistant Boca Raton, FL
- office aide Boca Raton, FL
- work from home office assistant Boca Raton, FL
- office automation assistant Boca Raton, FL
- medical office assistant work from home Boca Raton, FL
- general office assistant Boca Raton, FL
- general clerk Boca Raton, FL
- office assistant typing Boca Raton, FL
- general administrator Boca Raton, FL