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Financial Administrative Assistant

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Posted : Tuesday, July 30, 2024 10:10 PM

Our Financial Planning firm is looking for a self-driven and responsible Administrative Assistant to perform a variety of administrative and clerical tasks.
Duties include providing support to the CEO, providing friendly and professional customer service to clients and business relationships, data-entry, and ensuring the smooth day-to-day operations of the office.
The ideal candidate has outstanding attention to detail, adheres to the importance of confidentiality, and possesses excellent oral and written communication skills.
Familiarity and/or the desire to grow within the Personal Financial Planning, Estate Planning, Tax Planning and/or Insurance Planning industry, preferred.
An Associates Degree; minimum education requirement.
Spanish speaking preferred; not required.
Job Type: Full-time Pay: $16.
00 - $20.
00 per hour Benefits: * Flexible schedule * Professional development assistance * Referral program Schedule: * 8 hour shift * Monday to Friday Supplemental pay types: * Bonus opportunities Education: * High school or equivalent (Required) Work Location: In person

• Phone : NA

• Location : 1825 Main St, Weston, FL

• Post ID: 9003884202


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