Financial Services Administrative Assistant (On-Site) - Bradenton
Posted 15 days ago
Administrative Assistant – Financial Services
Alliance America | Bradenton, FL (Near UTC)
Full-Time | Monday–Friday | 8:00 AM–4:30 PM | On-Site
Join a Stable, Respected Financial Firm Where Your Work Matters
Alliance America is a well-established wealth management and insurance firm with over 40 years of success helping clients protect and grow their financial future. We are seeking a dependable, detail-oriented Administrative Assistant to support our advisory team and keep daily office operations running smoothly.
If you enjoy a structured workday, a professional office environment, and being the person who keeps everything organized and on track, this is an excellent opportunity to build a long-term career in financial services.
What You’ll Do
- Serve as the first point of contact by answering and directing incoming calls with professionalism and confidence
- Manage and organize confidential client documents, including scanning, filing, and recordkeeping
- Coordinate calendars, schedule appointments, and support advisor workflows
- Handle incoming and outgoing mail and email communications
- Prepare basic correspondence, forms, and reports
- Assist with day-to-day office operations and team projects
What We’re Looking For
- 2+ years of experience in administrative support, reception, customer service, call center, or similar role
- Strong phone presence and comfort handling frequent client interaction
- Excellent organizational skills and attention to detail
- Ability to multitask and stay organized in a structured office environment
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Professional communication skills, both written and verbal
- High level of discretion with confidential information
Preferred (Not Required)
- Experience in financial services, insurance, banking, or professional services
- Associate degree in Business Administration or related field
- Prior experience supporting a team in a client-focused environment
What We Offer
- Consistent weekday schedule – no nights or weekends
- Weekly W-2 pay
- Health, Dental, Vision, and Life Insurance (after 90 days)
- Paid holidays, PTO, and vacation time
- Stable, long-standing company with growth potential
- Supportive, team-oriented office environment with hands-on training
If you’re reliable, organized, and take pride in keeping an office running efficiently, we’d love to hear from you. Apply today to join a team where your contributions truly make a difference.
Alliance America is an Equal Opportunity Employer and values a diverse and inclusive workplace.
Other open roles at United Placement Group(6)
United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates. Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work. We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include: Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture. Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships. Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support. At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions. Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.
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