Appointment Setter / Administrative Assistant (Part-Time)
South Miami 5901 SW 74th St, Miami, FL 33143
&
North Miami 15807 Biscayne Blvd, Miami, FL, 33160
We are a well-established Investment Advisory and Insurance firm that helps individuals and families make informed retirement and investment decisions. We host educational dinner seminars at premier restaurants such as Ruth’s Chris Steak House and Fogo de Chão, where prospective clients learn about retirement planning and wealth management strategies.
We are seeking a professional, organized, and dependable Appointment Setter / Administrative Assistant to join our team. This position requires commuting between our South Miami and North Miami offices, so reliable transportation is required.
Position Overview
This is a part-time position (20–30 hours per week) with the opportunity to transition into a full-time role after approximately 90 days based on performance.
Required Schedule
- Tuesday: 1:00 PM – 9:00 PM
- Wednesday: 12:00 PM – 4:00 PM
- Thursday: 1:00 PM – 9:00 PM
- Monday & Friday: A few additional hours as needed
Responsibilities
- Schedule appointments for financial advisors.
- Assist with planning and coordinating educational dinner seminars and other events.
- Greet and welcome clients and guests.
- Answer inbound phone calls professionally.
- Maintain organized client files and office records.
- Perform general administrative and clerical duties.
- Provide excellent customer service while maintaining confidentiality.
- Support the office team with additional administrative tasks as needed.
Qualifications
- Previous office, administrative, customer service, or appointment-setting experience preferred.
- Strong verbal and written English communication skills.
- Excellent organizational and multitasking abilities.
- High attention to detail and professionalism.
- Proficient in Microsoft Word and Excel.
- Spanish is a plus but not required.
- Must have reliable transportation and be able to commute between our South Miami and North Miami offices.
Compensation
- $18.00 per hour
- Opportunity for advancement into a full-time position based on performance.
Job Type: Part-time
Pay: From $18.00 per hour
Education:
- High school or equivalent (Required)
Experience:
- Customer service: 2 years (Preferred)
- Admin : 1 year (Preferred)
- Microsoft Word & Excel: 2 years (Required)
Language:
License/Certification:
- Drivers License (Required)
Ability to Commute:
- Miami, FL 33143 (Required)
Willingness to travel:
Work Location: In person
