Alliance America · 12 hours ago
Administrative Assistant - Financial Services
University, Florida, United States
Full-time
Onsite
Entry Level
2+ years expAlliance America is a trusted leader in wealth management and insurance services for over 40 years, and they are seeking a proactive, detail-oriented Administrative Assistant for their dynamic team. In this role, you will be essential in keeping the office running smoothly and efficiently while providing excellent service to both internal team members and external clients.
Financial ServicesFuneralsInsuranceRetirement
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
Qualification
Required
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
Preferred
Insurance Background Preferred (No Sales, No License Required)
Benefits
Health, Dental, Vision, and Life Insurance after 90 Days
Holiday Pay
PTO and Vacation
Company
Alliance America
Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase