Administrative Skills, Banking Services, Business Administration, Calendar Management, Call Centers, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Financial Administration, Financial Services, Insurance, Life Insurance, Mail Processing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Organizational Skills, Prepare Correspondence, Presentation/Verbal Skills, Professional Services, Team Building, Team Player, Telephone Skills, Vision Plan, Wealth Management, Writing Skills
Administrative Assistant – Financial Services
Alliance America | Bradenton, FL (Near UTC)
Full-Time | Monday–Friday | 8:00 AM–4:30 PM | On-Site
Join a Stable, Respected Financial Firm Where Your Work Matters
Alliance America is a well-established wealth management and insurance firm with over 40 years of success helping clients protect and grow their financial future. We are seeking a dependable, detail-oriented Administrative Assistant to support our advisory team and keep daily office operations running smoothly.
If you enjoy a structured workday, a professional office environment, and being the person who keeps everything organized and on track, this is an excellent opportunity to build a long-term career in financial services.
What You’ll Do
- Serve as the first point of contact by answering and directing incoming calls with professionalism and confidence
- Manage and organize confidential client documents, including scanning, filing, and recordkeeping
- Coordinate calendars, schedule appointments, and support advisor workflows
- Handle incoming and outgoing mail and email communications
- Prepare basic correspondence, forms, and reports
- Assist with day-to-day office operations and team projects
What We’re Looking For
- 2+ years of experience in administrative support, reception, customer service, call center, or similar role
- Strong phone presence and comfort handling frequent client interaction
- Excellent organizational skills and attention to detail
- Ability to multitask and stay organized in a structured office environment
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Professional communication skills, both written and verbal
- High level of discretion with confidential information
Preferred (Not Required)
- Experience in financial services, insurance, banking, or professional services
- Associate degree in Business Administration or related field
- Prior experience supporting a team in a client-focused environment
What We Offer
- Consistent weekday schedule – no nights or weekends
- Weekly W-2 pay
- Health, Dental, Vision, and Life Insurance (after 90 days)
- Paid holidays, PTO, and vacation time
- Stable, long-standing company with growth potential
- Supportive, team-oriented office environment with hands-on training
If you’re reliable, organized, and take pride in keeping an office running efficiently, we’d love to hear from you. Apply today to join a team where your contributions truly make a difference.
Alliance America is an Equal Opportunity Employer and values a diverse and inclusive workplace.