Financial Assistant (Corporate) jobs in Orlando, FL

Purpose of this Position: To provide a friendly and professional face to clients through personal contact, assisting all staff, and maintaining an efficient and organized office.

Hospitality Management

· Maintain a “friendly” and orderly reception area

· Greet clients in person, using their name

· Offer beverages/snacks

· Engage client in conversation, when possible, share information about client interests, talk about special events with advisor

· Manage waiting time if advisor is running late, acknowledge delay, and keep them occupied (shouldn’t exceed 15 minutes)

Client Relations Support

· Send sympathy/celebration baskets/flowers as needed

· Send marketing material: i.e. books, trinkets, awards, etc.

Communications

· Answer phone calls in a friendly and consistent manner, identifying self

· Answer all incoming communications such as telephones, emails, faxes and letters

· Direct callers to appropriate person as efficiently as possible

· Screen callers as needed

· Set appointments on as needed basis, plan internal meetings, arrange travel

· Create, store and send correspondence by preparing presentations, reports, letters and other materials needed by internal staff and clients

Photocopying/Scanning

· Copy forms and contracts for all departments

· Copy materials needed for programs/events/trade shows, conferences, etc.

Mail

· Get mail and open all incoming mail and distribute accordingly

· Prepare overnight deliveries and log them for future reference

· Post and mail all outgoing mail

Supplies

· Inventory and order all office supplies as needed,

Office Maintenance

· Perform trouble shooting for telephones/office equipment

· Maintain list of contacts for plumbing and other repairs

· Manage the office cleaning: refrigerator, reception area, conference room, etc.

· Shop for office supplies or pick up lunch for the staff.

Data Entry

· Enter information into database as needed to support all departments

· Track metrics and metric reporting for all departments

Filing

· Advisor licensing files

· File all hard-copy documents and reports; collection of data must have a hard copy printed out to maintain a permanent file.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Day shift

Ability to Relocate:

• Maitland, FL 32751: Relocate before starting work (Required)

Work Location: In person