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
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Serve as the first point of contact by answering and directing incoming calls with professionalism and confidence
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Manage and organize confidential client documents, including scanning, filing, and recordkeeping
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Coordinate calendars, schedule appointments, and support advisor workflows
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Handle incoming and outgoing mail and email communications
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Prepare basic correspondence, forms, and reports
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Assist with day-to-day office operations and team projects
What We’re Looking For
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2+ years of experience in administrative support, reception, customer service, call center, or similar role
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Strong phone presence and comfort handling frequent client interaction
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Excellent organizational skills and attention to detail
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Ability to multitask and stay organized in a structured office environment
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Proficiency with Microsoft Office (Word, Excel, Outlook)
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Professional communication skills, both written and verbal
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High level of discretion with confidential information
Preferred (Not Required)
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Experience in financial services, insurance, banking, or professional services
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Associate degree in Business Administration or related field
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Prior experience supporting a team in a client-focused environment
What We Offer
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Consistent weekday schedule – no nights or weekends
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Weekly W-2 pay
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Health, Dental, Vision, and Life Insurance (after 90 days)
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Paid holidays, PTO, and vacation time
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Stable, long-standing company with growth potential
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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.
