Administrative Assistant Position Available In Pinellas, Florida

Administrative Assistant Fute IT Inc Oldsmar, FL, United States 2 days ago Quick Job type Full-time Quick Job description We are an independent, privately-owned financial services firm based in Oldsmar, FL, seeking a professional and detail-oriented Administrative Assistant to join our team. This is a full-time, in-office position offering long-term growth in a collaborative and client-focused environment.

What We Offer :

Paid Time Off (PTO) Paid Holidays 401(k) Retirement Plan Opportunities for

Career Growth and Professional Development What We’re Looking For :

Required :

Prior Administrative Experience (Required) Proficiency with Microsoft Office suite, including Excel (Required) High school degree (Required) Prior Experience Working in Financial Advisory Industry (Required) Series 65 or Insurance License / Life, Health, and Annuity (Preferred)

Key Responsibilities :

Schedule and confirm client appointments Greet clients warmly in-person and over the phone Answer and direct incoming calls Act as a liaison between clients and the financial advisor Track client onboarding from prospect to engagement Coordinate marketing campaigns and client events Ensure compliance with marketing materials and presentations Prepare and organize client meeting materials Collect and input client data into CRM Assist with new account paperwork and insurance applications Process new business applications and follow up on approvals Maintain organized records, files, and office documentation Perform general office duties : filing, copying, scanning, faxing Other tasks as assigned a job alert for this search Administrative Assistant • Oldsmar, FL, United States