Office Administrator Position Available In Broward, Florida

Office Administrator Greco & O’Neal Wealth Strategies Coral Springs, FL 33067

Job Title:

Office Administrator – Financial Services (Retirement & Estate Planning Focus)

Location:

Coral Springs, FL Job Type:

Full-Time Compensation:

Competitive Salary +

Benefits About Us:

We are a well-established and growing financial services firm working with top-tier financial advisors, CPA’s and Estate Planning Attorneys who specialize in retirement and estate planning. Our mission is to provide exceptional client service and strategic support to help individuals and families build secure financial futures. We are seeking a highly organized and professional Office Administrator to help manage daily operations, support our advisors, and contribute to a smooth, efficient office environment.

Key Responsibilities:

Provide day-to-day administrative support to financial advisors and staff. Manage calendars, schedule client appointments, and coordinate meetings. Answer phones, respond to client inquiries, and serve as a professional first point of contact. Prepare and process client paperwork, including applications, disclosures, and account forms. Maintain and organize electronic and physical files in accordance with compliance standards. Assist in preparing client presentations, reports, and proposals using Microsoft Word, Excel, and PowerPoint. Monitor and manage office supplies, mail, and other operational needs. Support marketing efforts by coordinating mailings, client communications, and event logistics. Ensure compliance with industry regulations and firm policies in all administrative processes.

Qualifications:

Preferred:

Experience in financial services or with a financial advisory firm. Strong organizational skills with the ability to manage multiple priorities and meet deadlines. Excellent communication skills—both verbal and written. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Comfortable learning and working with CRM systems and industry-specific platforms. High level of professionalism, discretion, and integrity in handling confidential information. Self-starter with strong attention to detail and a proactive approach to problem-solving.

What We Offer:

Competitive salary and potential for performance-based bonuses Opportunities for professional development and growth Supportive team environment and a mission-driven culture

Job Type:

Full-time Pay:

$20.00 – $25.00 per hour Expected hours: 40 per week

Schedule:

8 hour shift Ability to

Commute:

Coral Springs, FL 33067 (Required) Ability to

Relocate:

Coral Springs, FL 33067: Relocate before starting work (Required)

Work Location:

In person