Job Title : Administrative Assistant
Location : Tampa Bay, FL
Job Summary :
We are seeking a highly organized and dedicated Administrative Assistant to join our fast-paced financial planning and wealth management team.
The ideal candidate must excel at multitasking, working efficiently under pressure, demonstrate exceptional attention to detail, and be committed to the long haul.
This role involves handling routine administrative tasks, ordering flowers, coordinating office supplies, and assembling and mailing client gifts.
Daily use of Salesforce CRM is required.
Key Responsibilities :
- Order flowers and oversee other client engagement activities, such as preparing and mailing cards.
- Assemble and send client gifts, ensuring timely and accurate delivery.
- Address phone calls and emails related to administrative matters.
- Organize office supplies and maintain inventory.
- Utilize Salesforce CRM daily to update and manage information.
- Support general administrative functions in a dynamic environment.
Qualifications :
- Proven experience in an administrative role, preferably within the financial services industry.
- Strong multitasking abilities with a keen attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel) and Salesforce CRM.
- Ability to work efficiently and meet deadlines.
- Strong commitment to long-term employment; job hoppers need not apply.
Benefits :
- Competitive salary.
- Health insurance.
- Retirement plan.
- Supportive team environment.
If you thrive in a dynamic setting and are committed to a long-term role, we encourage you to apply.
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