Administrative Assistant - Financial Services

United Placement Group • Sarasota, FL

1d • Onsite

About The Position

Administrative Assistant – Financial Services Alliance America – University Park, FL (On-site, Full-time) Schedule: Monday–Friday, 8:00 AM–4:30 PM Location: University Park, FL (near UTC) Job Type: Full-time, on-site administrative/office role About Alliance America Alliance America is a trusted wealth management and insurance firm with over 40 years of experience helping clients protect and grow their finances. We offer a stable, professional environment where you can build your career in financial services while enjoying work-life balance. Position Summary We are seeking a Financial Administrative Assistant to support our advisors and office operations. In this role, you’ll handle phones, documents, and daily office tasks that keep the team organized and our clients well-served.

Requirements

• High school diploma or equivalent
• 2+ years in an administrative, reception, clerical, call center, customer service, or telephone sales role
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• 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

Nice To Haves

• Associate degree in Business Administration or related field
• Background in Insurance, Finance, or Banking

Responsibilities

• Answer and route incoming phone calls in a professional, friendly manner
• Manage confidential client and office documents (scanning, filing, organizing)
• Handle incoming and outgoing mail and email correspondence
• Schedule appointments and maintain calendars for team members
• Prepare basic forms, letters, and reports as needed
• Support team projects and general office tasks as assigned

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