Administrative Assistant - Financial Services

Administrative Assistant – Financial Services
Alliance America – University Park, FL (On-site, Full-time)

Schedule: Monday–Friday, 8:00 AM–4:30 PM
Location: University Park, FL (near UTC)
Job Type: Full-time, on-site administrative/office role

About Alliance America

Alliance America is a trusted wealth management and insurance firm with over 40 years of experience helping clients protect and grow their finances. We offer a stable, professional environment where you can build your career in financial services while enjoying work-life balance.

Position Summary

We are seeking a Financial Administrative Assistant to support our advisors and office operations. In this role, you’ll handle phones, documents, and daily office tasks that keep the team organized and our clients well-served.

What You’ll Do

• Answer and route incoming phone calls in a professional, friendly manner
• Manage confidential client and office documents (scanning, filing, organizing)
• Handle incoming and outgoing mail and email correspondence
• Schedule appointments and maintain calendars for team members
• Prepare basic forms, letters, and reports as needed
• Support team projects and general office tasks as assigned

Minimum Qualifications

• High school diploma or equivalent
• 1+ year of experience in an office, reception, customer service, or call center role
• Comfortable handling frequent phone calls and client interactions
• Strong attention to detail and organization
• Basic proficiency with computers (email, calendars, Microsoft Office or similar)
• Professional communication skills, both verbal and written

Preferred Experience (Nice to Have)

• Experience as a receptionist, front desk coordinator, administrative assistant, or office clerk
• Background in financial services, insurance, or a professional services firm
• Experience working with confidential or client information

What We Offer

• Consistent daytime schedule: Monday–Friday, 8:00 AM–4:30 PM
• Stable, long-established company in the financial services industry
• Hands-on training and mentorship to grow your administrative skills
• Professional, team-oriented office environment

If you are reliable, detail-oriented, and confident on the phone, we’d like to hear from you

Alliance America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Requirements

What We're Looking For

• Required Qualifications
• Education : High school diploma or equivalent
• Experience : 2+ years in an administrative, reception, clerical, call center, customer service, or telephone sales role
• Technical Skills : Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Core Competencies :
• Excellent organizational skills with keen attention to detail
• Strong written and verbal communication abilities
• Proven ability to multitask and prioritize in a fast-paced environment
• Demonstrated discretion in handling sensitive and confidential information
• Comfort with frequent phone communication
• Preferred Qualifications
• Associate degree in Business Administration or related field
• Background in Insurance, Finance, or Banking

Benefits

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