Top 1038 Program assistant Jobs in Davie, Fl

Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
5d
Employee Engagement Coordinator
Teleperformance USA —North Lauderdale, FL
- Microsoft Excel
- Customer service
- Administrative experience
- Paid training
- Health insurance
Research Program Assistant - 991317
Nova Southeastern University —Fort Lauderdale, FL
- $19 an hour
- Part-time
- Background check
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
11d
Administrative Assistant I
City of Hollywood, FL —Hollywood, FL
- $24.92 - $37.88 an hour
- Part-time
- Background check
- Clean driving record
- Microsoft Outlook
- Wellness program
- Paid holidays
2d
Program Assistant WFH
HealthTrust Workforce Solutions WFH —Sunrise, FL
- Full-time
- Mid-level
- Organizational skills
- 1 year
- Employee stock purchase plan
- Disability insurance
Quick Apply
8d
Administrative Assistant
DAVITA —Hollywood, FL
- Full-time
- Hospital
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
TECHNOLOGY SUPPORT SPECIALIST I
Broward County Public Schools —Hollywood, FL
- $25.93 - $39.74 an hour
- Bilingual
- Word processing
- Mid-level
10d
Administrative Assistant
Kimley-Horn —Fort Lauderdale, FL
- Microsoft Outlook
- Word processing
- Office
- Profit sharing
- Health insurance
10d
Project Coordinator
CMJ CONSTRUCTION LLC —Pembroke Pines, FL
- $53,666.44 - $64,630.55 a year
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Dental insurance
- 401(k)
Quick Apply
9d
Office Customer Service Administrative Staff
Fast Guard Service —Hollywood, FL
- Remote
- English
- Reliable transportation
- Communication skills
TEMPORARY Administrative Coordinator I
Nova Southeastern University —Fort Lauderdale, FL
- $20 an hour
- Temporary
- Background check
- Microsoft Outlook
- Word processing
- Health insurance
- Dental insurance
Administrative Assistant at Engineering Firm
SWAYSLAND PROFESSIONAL ENGINEERING —Fort Lauderdale, FL
- $21 - $24 an hour
- Email
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
11d
Executive Assistant
US DEFAULT GROUP INC —Plantation, FL
- Full-time
- Computer literacy
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Administrative Coordinator I - 993981
Nova Southeastern University —Fort Lauderdale, FL
- Weekends as needed
- Background check
- Microsoft Outlook
- Word processing
- Health insurance
- Dental insurance
Administrative Assistant I - Anesthesia - 992907
Nova Southeastern University —Fort Lauderdale, FL
- Full-time
- Microsoft Word
- Background check
- Microsoft Outlook
- Health insurance
- Dental insurance
Transplant Program Assistant II - Hepatology
Cleveland Clinic —Weston, FL
- Full-time
- Hospital
- Medical office experience
- Mid-level
11d
Administrative Assistant
Balistreri Real Estate —Fort Lauderdale, FL
- $24.09 - $29.02 an hour
- Part-time
- Bilingual
- Google Workspace
- Computer literacy
- 401(k)
- Flexible spending account
Quick Apply
Office Assistant
ang power systems —Fort Lauderdale, FL
- $21 - $23 an hour
- Full-time
- Google Workspace
- English
- Office
Quick Apply
11d
Patient Coordinator / Medical Assistant
5-50 GROUP LLC —Sunrise, FL
- From $24 an hour
- Full-time
- Mid-level
- Home health
- In-person
- Paid holidays
- 401(k)
Quick Apply
Executive Assistant
Chewy —Plantation, FL
- Full-time
- 7 years
- Office
- Travel

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Associate, Concorde Virtual Assistant (CVA) Program

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
5 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Employee relationship building

Full Job Description

Overview

The Associate, Concorde Virtual Assistant (CVA) Program plays a key role in delivering a high-quality, scalable service experience to financial professionals across the firm. This position supports advisors through new business processing, account transitions, training, and ongoing operational support.

This individual is expected to operate with a strong service mindset, take ownership of outcomes, and contribute to a consistent, efficient, and professional experience across all advisor interactions.

Location & Work Structure

This position is based in Boca Raton, Florida. The role will begin remotely and transition to regular in-office collaboration once the office is operational. Candidates must be located in or willing to relocate to the Boca Raton area. This will not permanently be a remote or hybrid role.

Key Responsibilities

Advisor Support & Service Delivery

Serve as a primary point of contact for assigned advisors, supporting new business, transitions, and day-to-day operational needs
Respond to inquiries from field offices and home office staff with accuracy, professionalism, and urgency
Ensure timely and thorough resolution of requests, maintaining a high standard of service delivery
Proactively identify issues and drive solutions, escalating when appropriate

New Business & Transitions

Support the processing and submission of new business across multiple product lines and platforms
Assist advisors with onboarding and transition workflows, ensuring a smooth and efficient experience
Monitor submissions for completeness and accuracy, helping reduce NIGO and processing delays
Partner with internal teams to resolve issues impacting business flow

Training & Advisor Enablement

Train financial professionals and their staff on firm systems, workflows, and best practices
Provide ongoing guidance to improve adoption of new business and transition tools
Reinforce expectations around submission quality, documentation, and process adherence

Relationship Management

Build and maintain strong relationships with assigned advisors and their teams
Conduct proactive outreach to support advisor engagement and ensure alignment with firm expectations
Act as a trusted operational partner to advisors, helping them navigate processes efficiently

Operational Execution

Accurately process a high volume of requests across multiple systems and business lines
Maintain strong attention to detail in all data entry and documentation
Support incoming calls and general service requests as needed
Contribute to process improvements and operational efficiencies

Team Collaboration

Work collaboratively across Operations, Compliance, and other internal teams to resolve issues
Support a team-first environment by sharing knowledge, assisting peers, and contributing to overall team success
Participate in special projects and initiatives as assigned

Qualifications & Skills

Strong service orientation with a commitment to delivering a high-quality advisor experience
Excellent verbal and written communication skills
High attention to detail and accuracy
Ability to prioritize, manage multiple tasks, and meet deadlines in a fast-paced environment
Strong problem-solving skills with the ability to think critically and act proactively
Ability to work both independently and collaboratively
Adaptability and comfort operating in a growing and evolving organization
Proficiency with systems and technology; ability to learn new platforms quickly

Licensing Requirements (Preferred)

Securities Industry Essentials (SIE) preferred
Series 99 or Series 7 preferred, or willingness and ability to obtain within 6–12 months of hire
Candidates who currently hold active licenses are strongly preferred

Core Competencies

Ownership & Accountability - Takes responsibility for outcomes and follows through on commitments
Advisor Experience Focus - Delivers consistent, high-quality service that supports advisor success
Execution & Efficiency - Manages workload effectively while maintaining accuracy and timeliness
Collaboration - Works effectively across teams and contributes to a positive team environment
Adaptability - Remains flexible and effective in a dynamic, evolving organization

Additional Notes

This role supports a national advisor base and may require flexibility in handling varying volumes and priorities
Success in this role is measured by service quality, responsiveness, accuracy, and advisor satisfaction

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Ability to Commute:

Boca Raton, FL 33486 (Required)

Work Location: In person

Quick Apply

Refine Your Search

program assistant jobs in davie, fl

Associate, Concorde Virtual Assistant (CVA) Program

Employee Engagement Coordinator

Research Program Assistant - 991317

Administrative Assistant I

Program Assistant WFH

Administrative Assistant

TECHNOLOGY SUPPORT SPECIALIST I

Administrative Assistant

Project Coordinator

Office Customer Service Administrative Staff

TEMPORARY Administrative Coordinator I

Administrative Assistant at Engineering Firm

Executive Assistant

Administrative Coordinator I - 993981

Administrative Assistant I - Anesthesia - 992907

Transplant Program Assistant II - Hepatology

Administrative Assistant

Office Assistant

Patient Coordinator / Medical Assistant

Executive Assistant

I want to receive the latest job alert for program assistant in davie, fl

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