Administrative Assistant - Financial Services

United Placement Group • University, FL

21h • Onsite

About The Position

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.

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.

Nice To Haves

• Insurance Background Preferred (No Sales, No License Required)

Responsibilities

• Perform routine clerical and administrative tasks to support daily operations.
• Manage and organize office documents, ensuring accuracy and privacy.
• Assist in preparing reports, presentations, and other correspondence as needed.
• 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.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED