Job Description

A financial services company in Florida is looking to add a new Administrative Assistant for a promising opportunity with their growing team in Miami.

Responsibilities:

• Add, update, and remove contacts, request territory changes, and manage branch movements
• Create and update guides to ensure the team has accurate and up-to-date information for clients
• Submit reallocations and assist other regions, ensuring future trades are correctly allocated
• Organize and coordinate events and conferences, including ordering and shipping materials such as literature, banners, and trinkets
• Create and follow up on PM requests, ensuring all agendas are submitted and meetings are recorded
• Organize orientation and training for new hires, including system access, equipment setup, and training schedules
• Reduce bounced-back emails by researching and updating system information
• Assist with reviewing and managing expenses in Workday
• Compile Due Diligence lists and work with firms to obtain proper approvals
• Perform other duties, as needed

Qualifications:

• Experience with CRM, invoicing, compliance tasks, relocation of trades
• Proficiency in Microsoft Dynamics and Workday
• Experience in Event Coordination and Project Management
• Excellent communication and interpersonal abilities
• Attention to detail and problem-solving skills
• Organizational and multitasking skills

Desired Skills:

• Bachelor Degree
• Bilingual (English and Spanish)

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