Overview
ADMINISTRATIVE SECRETARY Jobs in Tallahassee, FL at The State of Florida
Are you a highly organized, detail-oriented professional looking to contribute to a dynamic, client-focused team? We are a premier financial planning firm based in Melville, NY, is seeking a full-time, in-office, Assistant Office Manager to support our growing operations.
About Us
We provide comprehensive financial planning tailored to help individuals and families achieve lasting financial security. Our collaborative team is committed to excellence in service, efficiency in operations, and integrity in everything we do.
Key Responsibilities
In this role, you’ll play a vital part in ensuring smooth daily operations, including:
Managing client communications, scheduling, and appointment logistics
Preparing and organizing portfolio reports and documentation
Supporting back-office workflows including RMD and tax withholding calculations
Maintaining and updating client files, reports, and follow-up tasks
Assisting with operational support across advisory and administrative functions
What We’re Looking For
5+ years of office management or back-office support (experience in financial services is a plus)
Strong communication, organizational, and problem-solving skills
Proficiency in MS Word and Excel
Experience with industry tools such as Redtail, Albridge, and LPL ClientWorks is a plus
Familiarity with financial terminology (RMDs, retirement accounts, etc.)
Why Join Us?
Be part of a meaningful, client-centered mission
Work with a collaborative, professional team
Enjoy career growth opportunities in a growing firm
Receive a competitive salary and comprehensive benefits package
This is a full-time, in-office position based in Melville, NY.
If you’re ready to take the next step in your career and make a meaningful impact, we’d love to hear from you.
Apply now by submitting your resume and cover letter.
Job Type: Full-time
Pay: $60,000.00 – $75,000.00 per year
Benefits:
401(k)
401(k) matching
Paid time off
Schedule:
8 hour shift
Monday to Friday
Ability to Commute:
Melville, NY 11747 (Required)
Work Location: In person
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Title: ADMINISTRATIVE SECRETARY
Company: The State of Florida
Location: Tallahassee, FL
