Top 9 Financial advisor assistant Jobs in Tampa, Fl

Administrative Assistant – Wealth Management
Bank of Tampa —Tampa, FL
- Mid-level
- Office
- Travel
- Paid parental leave
- Paid holidays
Quick Apply
10d
Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL
Truist Bank —Tampa, FL
- Full-time
- English
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Senior Branch Administrator
Cetera Financial Group —Tampa, FL
- $21.65 - $37.50 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
15h
Trading & Platform Analyst
Dynasty Financial Partners, LLC —Saint Petersburg, FL
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
Commercial Portfolio Manager III
South State Bank —Tampa, FL
- Full-time
- Microsoft Word
- Customer service
- Computer literacy
- On-the-job training
7d
Accounting Manager
Naked Farmer Careers —Tampa, FL
- CPA
- Finance
- Master's degree
DIRECTOR OF ACCOUNTING
Sims Crane and Equipment —Tampa, FL
- CPA
- Pass drug screening
- English
Tampa - Business Controller
AnazaoHealth —Tampa, FL
- $160,000 - $180,000 a year
- Online Application
- CPA
- Ability to walk for extended periods
- 3 years
- 401(k)
- Paid time off
Quick Apply
3d

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Administrative Assistant – Wealth Management

Bank of Tampa -
Tampa, FL

Quick Apply

Job Details

10 days ago

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Employee discount
Employee stock ownership plan
Pet insurance

Qualifications

Customer communication
Confidential information handling
Productivity software
Office experience

Full Job Description

Position Overview

BT Wealth Advisors is seeking a highly organized, proactive, relationship-oriented Administrative Assistant to support a high-performing wealth management team responsible for approximately $3.8 million in annual revenue, over 400 client households, and significant growth opportunities.

The Administrative Assistant provides essential administrative and organizational support to advisors and team members within BT Wealth Advisors. This role focuses on scheduling, document preparation, data entry, and general office coordination to help ensure smooth daily operations. The ideal candidate is detail‑oriented, professional, and comfortable managing multiple routine tasks in a fast‑paced environment.

Primary Duties & Responsibilities

Client Service Support

Assist advisors with routine client service tasks and administrative follow‑up.
Prepare and send standard client communications as directed.
Support logistics for client events, educational seminars, and appreciation activities.
Handle basic client inquiries and route requests to the appropriate team member.

Onboarding & Account Administration

Prepare new client onboarding packets and required documentation.
Collect and organize client forms, signatures, and supporting materials.
Update CRM records and checklists during the onboarding process.
Schedule onboarding meetings and assist with document tracking.

Meeting & Calendar Coordination

Schedule client, prospect, and internal team meetings.
Maintain advisor calendars and update appointments as needed.
Prepare basic meeting materials, agendas, and supporting documents.
Coordinate travel arrangements when required.

CRM & Data Entry

Maintain accurate client contact information and household records.
Enter notes, interactions, and follow‑up items into CRM systems.
Assist with routine data updates and organization of electronic files.
Support basic reporting needs by pulling lists or updating fields.

Administrative & Office Support

Provide general administrative support to advisors and team members.
Assist with document preparation, scanning, filing, and organization.
Help coordinate office projects and administrative tasks as assigned.
Support event logistics, including invitations, RSVPs, and materials.

Referral & Prospect Support

Track referrals and introductions in CRM.
Schedule prospect meetings and assist with follow‑up tasks.
Provide administrative support for marketing events and programs.

Compliance & Confidentiality

Maintain strict confidentiality of all client information.
Follow firm policies, procedures, and documentation standards.
Assist with routine compliance‑related administrative tasks as directed.

Success Metrics

Accuracy and timeliness of administrative tasks
Quality and completeness of meeting preparation
Responsiveness to advisor requests
CRM data accuracy and organization
Reliability and consistency in daily support activities

Minimum Qualifications

2 years of administrative or office support experience
Strong organizational and communication skills
Proficiency with Microsoft Office Suite
Ability to manage multiple tasks and deadlines
Professional demeanor and strong interpersonal skills
Ability to maintain confidentiality

Preferred Qualifications

5 years of administrative support experience
Experience in financial services or professional services environments
Familiarity with CRM systems (Salesforce, Redtail, Wealthbox, or similar)
Basic understanding of office workflows and document handling

Attributes for Success

Organized and detail‑focused
Professional and dependable
Team‑oriented
Comfortable supporting multiple individuals
Calm and steady under pressure

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

Eligibility for health, dental, vision, life and disability insurance coverages
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work – vacation time, sick time and holidays
Paid parental leave
Tuition Assistance
Pet Insurance
Employee Discounts
Professional development opportunities

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

E-VERIFY EMPLOYER

Quick Apply

Refine Your Search

financial advisor assistant jobs in tampa, fl

Administrative Assistant – Wealth Management

Brokerage Registered Client Service Associate - location options - Tampa or St. Petersburg, FL

Senior Branch Administrator

Trading & Platform Analyst

Commercial Portfolio Manager III

Accounting Manager

DIRECTOR OF ACCOUNTING

Tampa - Business Controller

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