Job Description
Job Description
We are looking for a detail-oriented Administrative Assistant to join our team in Palm Beach Gardens, Florida. This position offers an excellent opportunity to support trade and sales operations by assisting advisors with account management and transaction processes. If you have strong organizational skills and a passion for providing outstanding service, we encourage you to apply.
Responsibilities:
• Assist advisors in opening and managing new accounts, ensuring all submissions are accurately processed.
• Facilitate the execution of financial transactions such as deposits and withdrawals.
• Provide guidance to advisors on setting up systematic transactions within the platform.
• Address inquiries from advisors, offering prompt and effective support.
• Manage transactions involving both experienced and non-experienced money management processes.
• Process and maintain accurate records of cash activity and account transactions.
• Utilize CRM tools and Microsoft Excel to manage data and support administrative tasks.
• Handle inbound calls professionally, providing clear and helpful responses to client and advisor questions
• Proven experience in administrative assistance, preferably in a trade or sales environment.
• Proficiency in CRM systems and Microsoft Excel.
• Strong organizational and data processing skills.
• Ability to handle financial transactions with accuracy and discretion.
• Experience in managing account-related activities, including deposits and withdrawals.
• Excellent communication skills, both written and verbal.
• Ability to multitask and prioritize tasks in a fast-paced environment.
• Familiarity with financial terminology and processes is a plus.