Internal Sales Data Administrative Assistant (FINANCIAL SERVICES) Position Available In Palm Beach, Florida

Internal Sales Data Administrative Assistant (FINANCIAL

SERVICES

) InspereX Delray Beach, FL Job Details Full-time $65,000 – $80,000 a year 1 day ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Professional development assistance Life insurance Referral program Retirement plan Qualifications Microsoft PowerPoint Microsoft Excel Microsoft Outlook Salesforce Mid-level Microsoft Office Expense reports 1 year Full Job Description We’re looking for a highly organized, data-driven Internal Sales Data Administrative Assistant to support our Wealth Management Solutions team. This full-time, in-office role is ideal for someone who excels in behind-the-scenes support and enjoys being the go-to resource for keeping operations running smoothly. What You’ll Do Manage daily administrative tasks including lunch orders, team catering, mailings, and general office support Coordinate calendars for multiple managers with accuracy and discretion Prepare and manage expense reports across the WMS management team, ensuring timely reconciliation Maintain and clean up data in Salesforce; support CRM upkeep and internal reporting Support meeting logistics, internal communication, and follow-up Assist with special projects and help keep the team organized and on track Who You Are 1-3 years of administrative or team support experience in a corporate or financial environment Proficient in Microsoft Office Suite (Outlook, Excel, PowerPoint) Experienced with Salesforce or other CRM platforms, especially data maintenance, strongly preferred Detail-oriented and data-driven, comfortable working with spreadsheets Skilled at managing multiple calendars and tasks for busy managers Reliable, proactive, and known for supporting teams with a can-do attitude Enjoys working in a collaborative support capacity and contributing to team success behind the scenes Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, nor does it imply any contract of employment. Employment with the company remains at-will. InspereX is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from military service, or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job for which an individual has applied. EOE m/f/d/v

Job Type:

Full-time Pay:

$65,000.00 – $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance

Schedule:

Monday to

Friday Work Location:

In person