Administrative Assistant - Financial Services

Financial Administrative Assistant (On-Site)
Location: University Park, FL — Alliance America
Schedule: Monday – Friday, 8:00 am to 4:30 pm
Experience: You could be an excellent candidate for this position if you have succeeded in any of the following roles: reception, clerical work, call center, customer service, or telephone sales. Preference will be given to candidates with a background in Insurance, Finance, or Banking.

Ready to Grow, Thrive, and Make a Difference?
Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is seeking a proactive, detail-oriented Administrative Assistant for our dynamic team to support our operations. In this role, you will be essential in keeping our office running smoothly and efficiently while providing excellent service to both internal team members and external clients.

• Perform routine clerical and administrative tasks to support daily operations.
• Manage and organize office documents, ensuring accuracy and privacy.
• Act as a point of contact for team members, clients, and vendors.
• Handle incoming and outgoing correspondence, including emails and phone calls.
• Support the team with various projects and administrative tasks as required.
• Proficient in frequent phone communication

Requirements

• High school diploma or equivalent is required; an associate degree in Business Administration or related field is a plus.
• 2+ years of experience in an administrative role or similar position.
• Excellent organizational skills with a keen attention to detail.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is essential.
• Ability to multitask effectively and prioritize tasks in a fast-paced environment.
• Demonstrated ability to handle sensitive information with confidentiality and discretion.
• Monday-Friday 8am-4:30pm

Benefits

• W-2 Compensation paid weekly
• Health, Dental, Vision, and Life Insurance after 90 Days
• Holiday Pay, PTO and Vacation