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Job Requirements of Administrative Assistant:
Key Responsibilities
- Administrative Support: Provide comprehensive support, including the preparation of detailed spreadsheets, client documents, and professional presentations.
- Correspondence Management: Screen and prioritize all incoming correspondence (emails, mail, etc.) to ensure timely responses from the leadership team.
- Sales & Client Proposals: Assist in the preparation of high-stakes sales proposals and client-facing presentations.
- Office Operations: Manage office files, scan documents, answer phones with professional etiquette, and assist with general office projects as assigned.
- Project Coordination: Work independently to meet demanding deadlines for various firm-wide initiatives and client-related tasks.
Required Skills & Qualifications
- Technical Proficiency: Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook .
- Communication: Exceptional phone manners and experience handling multiple incoming calls with a service-first attitude.
- Organization: Strong organizational skills and a 'detail-oriented' mindset to manage complex files and schedules.
Work Ethic: A proactive, self-motivated approach with the ability to work independently in a boutique environment.
Experience: Previous experience in administrative support, preferably within the financial services or professional services industry.
Why Join Our Team?
Competitive Salary: $58,000 – $65,000 per year.
Culture: Work in a supportive, collaborative environment where your contributions directly impact client success.
Stability: Join a firm with deep roots in the South Florida community and a commitment to long-term employee growth.
Do you meet the requirements for this job?
Administrative Assistant
Administrative Assistant
Wealth Solutions Partners | Fort Lauderdale, FL (Onsite)
About Us
The Role
We are seeking a high-energy, detail-oriented Administrative Assistant to join our Fort Lauderdale team. In this role, you will be the backbone of our daily operations, providing critical support to our wealth advisors and ensuring our clients receive the 'concierge-level' service they expect. The ideal candidate thrives in a fast-paced environment and possesses the computer savvy to handle complex documents and spreadsheets with ease.
Job Requirements:
Key Responsibilities
- Administrative Support: Provide comprehensive support, including the preparation of detailed spreadsheets, client documents, and professional presentations.
- Correspondence Management: Screen and prioritize all incoming correspondence (emails, mail, etc.) to ensure timely responses from the leadership team.
- Sales & Client Proposals: Assist in the preparation of high-stakes sales proposals and client-facing presentations.
- Office Operations: Manage office files, scan documents, answer phones with professional etiquette, and assist with general office projects as assigned.
- Project Coordination: Work independently to meet demanding deadlines for various firm-wide initiatives and client-related tasks.
Required Skills & Qualifications
- Technical Proficiency: Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) and Outlook .
- Communication: Exceptional phone manners and experience handling multiple incoming calls with a service-first attitude.
- Organization: Strong organizational skills and a 'detail-oriented' mindset to manage complex files and schedules.
Work Ethic: A proactive, self-motivated approach with the ability to work independently in a boutique environment.
Experience: Previous experience in administrative support, preferably within the financial services or professional services industry.
Why Join Our Team?
Competitive Salary: $58,000 – $65,000 per year.
Culture: Work in a supportive, collaborative environment where your contributions directly impact client success.
Stability: Join a firm with deep roots in the South Florida community and a commitment to long-term employee growth.