Overview
Admin Asst Branch (Part-Time) Jobs in Marco Island, FL at BHHS Florida Realty
Administrative Assistant – Financial Planning Firm
Sebring, Florida
We are seeking a detail-oriented, proactive Administrative Assistant to join our growing financial planning firm. This role is key to helping us deliver outstanding service to our clients and maintain smooth daily operations.
Key Responsibilities:
Manage client communications by phone, email, and in-person
Maintain and organize client files (both digital and physical)
Assist in preparing client paperwork, reports, and meeting materials
Coordinate and schedule appointments
Support office operations, including data entry and document processing
Maintain confidentiality and ensure compliance with firm policies
Ideal Candidate Will Have:
Strong organizational skills and attention to detail
Excellent communication skills (written and verbal)
Professionalism and discretion when handling sensitive information
Proficiency with Microsoft Office (Word, Excel, Outlook) and general office technology
Prior administrative or financial services experience is a plus, but not required
Benefits:
Competitive salary
Paid holidays and vacation
Opportunities for professional development
Positive, team-focused work environment
401 (k) with employer matching
If you are a motivated professional who enjoys helping people and managing the details that make a business run smoothly, we’d love to hear from you.
To Apply:
Please send your resume and a brief cover letter to [email protected].
Job Type: Full-time
Pay: $19.25 – $22.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
401(k) matching
Paid time off
Schedule:
Monday to Friday
Work Location: In person
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Title: Admin Asst Branch (Part-Time)
Company: BHHS Florida Realty
Location: Marco Island, FL
