Urgently hiring
Job details
Salary $60,000 – $65,000 a year
Job Type Full-time
Number of hires for this role 1
Qualifications
- Customer service: 3 years (Required)
- High school or equivalent (Preferred)
- Financial services: 3 years (Preferred)
- US work authorization (Preferred)
Benefits Pulled from the full job description
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Full Job Description
Job Title: Administrative Assistant – Business Development
Job Summary:
Under direct supervision and a high level of independence, work with and support our Business Development team in our downtown Tampa office.
As a member of the Business Development team, the Administrative Assistant will support various team members with operational aspects of the recruiting process. This role requires organizational skills, attention to detail, and efficient time management.
The Administrative Assistant follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Routine contact with internal and external clients is required to obtain, clarify, or provide facts and information.
Essential Duties and Responsibilities:
- Support our Business Development team with scheduling, coordinating, booking meetings, calls, appointments, reservations, etc.
- Interacts daily on the phone and via video conferencing with our Business Development team and our clients including handling basic inquiries.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Processes and follows up on client documentation for proper maintenance of accounts including documents due, electronic signatures, and branch scanning and archiving.
- Creates and maintains records and files.
- Maintains databases and creates reports.
- Receives cross-training and assists with other operational functions as required.
- Performs other duties and responsibilities as assigned.
- Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients
- Answering phones, setting appointments, and coordinating schedules.
- Researches client and security information through the back office system
- Assists our Business Development team with marketing efforts
Educational/Previous Experience Requirements:
- Financial Industry (broker Dealer) experience is a plus
- Ideally 3+ years of experience in support or client service within the finance sector
- Meaningful office experience required.
- Customer service experience required.
- Detail oriented
- Strong computer skills and knowledge of Microsoft Office products
Job Type: Full-time
Pay: $60,000.00 – $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Preferred)
Experience:
- Financial services: 3 years (Preferred)
- Customer service: 3 years (Required)
Work Location: One location
