Administrative Skills, Banking Services, Business Administration, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Financial Services, Insurance, Interpersonal Skills, Life Insurance, Mail Processing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Operational Support, Organizational Skills, Team Player, Telephone Skills, Vision Plan, Wealth Management
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 You’re the First Point of Contact
Alliance America is a well-established wealth management and insurance firm with over 40 years of success serving clients. We are seeking a professional, friendly, and organized Receptionist / Administrative Assistant to serve as the face of our office and support daily operations.
If you enjoy working with people, keeping things organized, and creating a welcoming, professional environment, this is a great opportunity to build a long-term role in financial services.
What You’ll Do
- Greet clients and visitors, creating a welcoming and professional first impression
- Answer and route incoming calls with confidence and professionalism
- Schedule appointments and help manage advisor calendars
- Maintain a clean, organized, and client-ready front office
- Handle incoming and outgoing mail, packages, and general office communications
- Assist with light administrative tasks such as scanning, filing, and document organization
- Support the team with day-to-day office coordination as needed
What We’re Looking For
- 2+ years of experience in reception, front desk, customer service, or administrative support
- Strong phone presence and comfort interacting with clients throughout the day
- Friendly, professional demeanor with excellent communication skills
- Highly organized with strong attention to detail
- Ability to multitask and stay on top of a steady daily workflow
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Reliable and punctual with a strong sense of responsibility
Preferred (Not Required)
- Experience in financial services, insurance, banking, or professional office settings
- Prior front desk or receptionist experience in a client-facing environment
- Associate degree in Business Administration or related field
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 take pride in being the person who keeps the office running smoothly and creates a positive experience for every client who walks through the door, we’d love to connect with you.
Apply today to join a team where your role truly matters.
Alliance America is an Equal Opportunity Employer and values a diverse and inclusive workplace.