Administrative Assistant at Sound Income Group LLC

Fort Lauderdale, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

20 May, 26

Salary

0.0

Posted On

19 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, Proofreading, Gatekeeping, Communication, Organization, Time Management, Meeting Support, Project Tracking, Data Entry, Travel Arrangements, Confidentiality, Expense Processing, Microsoft Office, Excel, Outlook, Zoom

Industry

Financial Services

Description

Description POSITION: Administrative Assistant Location: Fort Lauderdale – HQ Department: Retirement Income Source FLSA Classification: Non-Exempt Who We Are At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success. We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us. Position Summary The Administrative Assistant plays a critical role in managing the Chief Growth Officer’s daily workflow, communication, and priorities. This position requires exceptional organization, professionalism, and meticulous attention to detail to ensure seamless coordination between departments, meetings, and travel schedules. Key Responsibilities Manage the Chief Growth Officer’s complex calendar and coordinate internal, external, and cross-department meetings using Outlook for optimal scheduling and time management. Prepare and proofread executive correspondence, reports, and presentations; serve as the primary point of contact and gatekeeper for the CGO, handling calls, emails, and confidential communications with professionalism. Support meetings by preparing agendas and materials, uploading notes and action items, distributing concise post-meeting recaps outlining clear deadlines and responsibilities, and anticipating executive needs for seamless execution. Drive project support by tracking deliverables, coordinating timelines, assisting with accurate data entry and Excel updates, supporting technology updates, and other operational tasks as required. Plan and manage intricate travel arrangements, including flights, accommodations, ground transport, and meeting itineraries, ensuring all supporting materials and documentation are accurate and accessible. Handle confidential assignments and sensitive communications with the utmost discretion and integrity; review and process expense and personnel documents, invoices, and receipts as delegated. Lead recognition initiatives for executive milestones, team appreciation, and special communications. Support the Operations Manager with departmental projects as needed. Requirements Must-Have Qualifications Background and Education: High school diploma required, higher education preferred 2-5 years’ professional administrative support experience in a fast-paced environment High levels of professionalism in communication, both written and verbal Technology Expertise: Microsoft Office: Excel, Outlook, Dynamics Google Drive / Shared Folders: Document organization Zoom + Microsoft Teams: Virtual meetings Physical & Work Environment Requirements Ability to work for extended periods at a desk using a computer. Ability to lift up to 10 pounds if/when necessary. Routine use of telephone and email. Benefits We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including: 100% employer-covered medical benefits and HRA account Dental & vision plans Generous PTO + 10 NYSE company holidays per year 401K with company match program Free onsite parking Company-provided laptop and required technology Access to an on-site gym (free of charge) Weekly vehicle detailing (at additional cost)

Responsibilities

The Administrative Assistant will manage the Chief Growth Officer’s daily workflow, communication, and priorities, requiring exceptional organization and attention to detail for seamless coordination. Key duties include managing complex calendars, preparing executive correspondence, supporting meetings, driving project support tasks, and handling intricate travel arrangements.