Job Description


Administrative/Financial Assistant star

This posting is no longer available. This is either because the employer has filled the position or the position has closed. Click here to find more jobs like this one.

BeeSure Services, Inc.

Bradenton, Florida, United States

Date Posted:
Administrative - Financial Services/Insurance
Job Type:
BeeSure Services, Inc.
Job Description:
Administrative/Financial Assistant

A small financial advising and planning firm is seeking the services of a qualified candidate to fill a full-time role in an Administrative position. The Administrative/Financial Assistant's role is an integral part of the business team and activities. Responsibilities included but are not limited to:

Essential Qualities:
The best candidate for this position has a gift for organizing and has a passion for making order out of chaos. With an outgoing and effervescent personality, this candidate will delight in interacting with well-to-do clients. The ideal person has a heart to serve and has found his/her life’s purpose in the area of office administration and organization. The ideal candidate must be proactive, positive, detail oriented and willing to learn and grow. This position demands that the Administrative/Financial Assistant be able to coordinate with multiple departments, vendors, and customers to make sure processing of paperwork and client requests go smoothly and without error.

Direct contact with clients.
Assist management team with all aspects of office administration
Oversee all aspects of general office coordination and organization.
Answer all incoming phone calls, taking information, directing calls to appropriate individuals.
Communicate with staff on a daily basis regarding all appointments and customer contact.
Receiving incoming calls from customers and handling their requests in a courteous, efficient and timely manner.
Make appropriate copies of paperwork and file appropriately.
General customer service duties.

Skill Sets of Interest:
• Strong organizational, interpersonal and time management skills are imperative.
• Attention to detail is a must.
• A proficient knowledge of MS Office Products such as Word, Excel, Outlook, and PowerPoint.
• Knowledge of Contact Management Software (ACT), a bonus.
• Good written and oral communications skills. (Can you spot the typos?)
• A team player with customer-service focus.
• The ability to multi-task and switch from project to project.
• Flexibility and adaptability

If you have the above qualifications and would like to apply for this position and be considered for an interview please send your resume.
Contact Employer Apply Now


You Also May Be Interested In:
View All
About the Company

BeeSure Services, Inc.

Small Financial Planning Firm More...