Administrative Assistant - Financial Services

About Alliance America For over 40 years, Alliance America has been a trusted leader in wealth management and insurance services, helping clients secure their financial futures with confidence. We're looking for a proactive, detail-oriented Administrative Assistant to join our dynamic team and play a vital role in our continued success. Why Join Our Team? Work-Life Balance: Monday-Friday, 8:00 AM to 4:30 PM-enjoy your evenings and weekends Stable Environment: Join an established company with four decades of industry expertise Professional Growth: Build your career in the financial services industry with mentorship and development opportunities Meaningful Impact: Your organizational skills will directly support our mission of serving clients and maintaining operational excellence The Role As our Financial Administrative Assistant, you'll be the backbone of our daily operations-keeping our office running smoothly while providing exceptional service to team members, clients, and vendors. This is a hands-on role where your attention to detail and people skills will shine every day. Your Day-to-Day Responsibilities Manage and organize confidential office documents with precision and care Serve as a professional point of contact for clients, team members, and vendors Handle incoming and outgoing correspondence via phone, email, and mail Perform essential clerical and administrative tasks that keep our operations flowing Support team projects and initiatives with flexibility and a can-do attitude Maintain frequent phone communication with professionalism and warmth Ideal Candidates Come From We've found that successful team members often have experience in: Reception or front desk coordination Clerical or office administration Call center operations Customer service roles Telephone sales or client relations If you've thrived in any of these environments and are ready to grow your career in financial services, we'd love to hear from you! Schedule & Location Hours: Monday-Friday, 8:00 AM to 4:30 PM Location: On-site in University Park, FL (by UTC) Environment: Professional office setting with a collaborative team atmosphere Ready to Make a Difference? Join a team where your organizational talents are valued, your growth is supported, and your contributions matter. Apply today to become part of the Alliance America family! Alliance America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Requirements What We're Looking For Required Qualifications Education: High school diploma or equivalent Experience: 2+ years in an administrative, reception, clerical, call center, customer service, or telephone sales role Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Core Competencies: Excellent organizational skills with keen attention to detail Strong written and verbal communication abilities Proven ability to multitask and prioritize in a fast-paced environment Demonstrated discretion in handling sensitive and confidential information Comfort with frequent phone communication Preferred Qualifications Associate degree in Business Administration or related field Background in Insurance, Finance, or Banking Benefits W-2 Compensation paid weekly Health, Dental, Vision, and Life Insurance after 90 Days Holiday Pay, PTO and Vacation

Created: 2026-03-04