Company Overview: Join a leading financial services brokerage located in a prime Miami office, where we deliver exceptional service and expertise to our clients. We are a dynamic team driven by passion, motivation, and a commitment to excellence. We are seeking a detail-oriented and proactive Administrative Assistant to support our growing team.
Job Description: We are looking for an Administrative Assistant who is a self-starter with a strong attention to detail and a passion for organization. The ideal candidate will play a key role in managing and organizing company data, handling CRM assignments, and ensuring the smooth operation of day-to-day activities in our busy office. This is an excellent opportunity for a motivated professional with experience in the financial services sector.

QUALIFICATIONS:

• Bachelor’s degree required.
• Minimum of 2 years of experience working in the financial services sector.
• Strong organizational skills and meticulous attention to detail.
• Proficiency in CRM systems and data management.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Self-motivated, proactive, and capable of working independently as well as collaboratively.

• Organize and manage company data, ensuring accuracy and accessibility.
• Handle CRM assignments, including data entry, updates, and overall organization of client and prospect information.
• Assist in maintaining and improving CRM processes to support business development and client relationship management.
• Support office operations by scheduling meetings, managing calendars, and coordinating travel arrangements.
• Prepare and process documents, reports, and presentations with precision and attention to detail.
• Serve as the first point of contact for clients and visitors, providing professional and courteous service.
• Assist with ad-hoc tasks and special projects as needed to support the team.