Administrative Assistant

Description:
Hybrid 4 in Lake Mary, FL

The role provides administrative support for a financial services company, supporting Technology leaders. The position coordinates prospect, client, and consultant meetings and events, and performs tasks related to privacy, confidentiality, and record keeping. Success requires strong communication, organization, and proficiency with Microsoft Office.

Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $20.00 to $29.00/hr. w2

Responsibilities:

• Provide administrative and operational leverage to the leadership group.
• Calendar management, setting up office space
• Organize prospect, client, and consultant meetings and events.
• Execute management activities to meet internal audit requirements for privacy, confidentiality, and record keeping.
• Maintain and update spreadsheets and reports to facilitate activities.
• Support product management by maintaining competitor information and databases, including clients, underperforming strategies, and new products.

Experience Requirements:

• Basic knowledge of the financial industry.
• Excellent verbal and written communication skills.
• Presentation and influencing abilities.
• Team-oriented with strong organizational and prioritization skills.
• Project management capability with the ability to coordinate multiple tasks and meet strict time frames.
• Strong computer skills, including Microsoft Word, Excel, Access, and PowerPoint.

Education Requirements:

• Four-year undergraduate degree is preferred.