Business Development Officer Assistant

Gulf Coast Bank & TrustCelebration, FL
Onsite

About The Position

AmeriFactors Financial Group is seeking a motivated and growth-oriented administrative professional to join our dynamic team. This role offers an exciting opportunity to support our business development initiatives and contribute to the company's strategic growth. Reporting directly to the Vice President of Business Strategy & Development, the Business Development Officer Assistant (BDOA) will serve as a vital link between various departments and our Business Development Officers, ensuring smooth operations and effective communication. At AmeriFactors Financial Group, we foster a collaborative and growth-oriented environment. We are committed to supporting our employees' professional development and offering a rewarding workplace where your contributions make a difference. Join us and be part of a company dedicated to excellence and innovation in financial services. This position is an on-site role based at our company office located in the Greater Orlando, FL area. Candidates should expect to commute and be physically present in the office according to the standard schedule or as otherwise agreed upon with their manager.

Requirements

  • High School Graduate or equivalent required.
  • Proven experience in administrative support or office management.
  • Excellent organizational and multitasking skills.
  • Strong written and verbal communication abilities.
  • Ability to work collaboratively across teams and departments.
  • Attention to detail and accuracy in document preparation.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Ability to work under stress and meet deadlines.
  • Ability to read and interpret a document if required to perform the essential job functions.
  • Prolonged periods of sitting at a desk and working on a computer may be required.
  • Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Nice To Haves

  • Knowledge of financial services or client onboarding processes is a plus.

Responsibilities

  • Assist in procuring all necessary documentation for the review and approval of prospective clients.
  • Draft and prepare various contractual and agreement documents.
  • Support the onboarding process for new clients, ensuring a seamless experience.
  • Maintain and update administrative records related to client portfolios.
  • Coordinate communication and information flow between departments and Business Development Officers.
  • Provide general administrative support to facilitate business development activities.
  • May be assigned other duties related to the position as needed and upon business needs.
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