Immediate Opening
Financial planning firm in downtown St. Petersburg office is seeking and administrative assistant to join our growing team.
This position is responsible for providing a wide range of administrative support to our advisers.
-Onboard new relationship as clients.
-Serve as a liaison between Financial Advisor, internal operation teams and client.
-Support existing client relationship with ongoing account maintenance.
-Run performance report and help Financial Advisor prepare for client meetings.
-Must have strong knowledge of MS 365 office, Outlook and PowerPoint.
-Excellent verbal skills, organizational skills, and attention to detail, and social media.
-Candidate must be able to pass a background check. This is a non-smoking office.
This position offers an opportunity to work in a dynamic office environment where your organizational skills will be valued. we encourage you to apply for this rewarding Office Administrator position.
Job Type: Full-time
Pay: From $19.41 per hour
Expected hours: 30 – 40 per week
Benefits:
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Saint Petersburg, FL 33701 (Required)
Ability to Relocate:
- Saint Petersburg, FL 33701: Relocate before starting work (Required)
Work Location: In person