Administrative Assistant

This role provides administrative support to a busy financial professionals team, ensuring data accuracy, managing client interactions, and coordinating document distribution and scheduling.

Ideal candidates will be proficient in Microsoft Office, possess excellent communication and organizational skills, maintain confidentiality, and have 5+ years of customer service experience in financial services.

Work is based in Boca Raton, FL, with a hybrid in-office and remote arrangement.

The position offers a salary range of $48,000-$52,000, with potential bonuses and comprehensive benefits including health, retirement, wellness programs, and paid time off.

Core values emphasize collaboration, accountability, continuous improvement, and inclusion. The company is an equal opportunity employer committed to diversity and accommodations.