Operations & Marketing Assistant
Coconut Grove, Miami
Job Title: Operations & Marketing Assistant
About the Role
We are seeking a highly organized and dynamic individual to support the President of a privately held real estate company and its Controller based in Miami. This is a hands-on, varied role that requires a proactive professional who thrives in a fast-paced environment, enjoys managing multiple projects simultaneously, and can balance both strategic and operational responsibilities.
This position is ideal for an experienced Assistant or operations professional looking to step into a broader role with significant exposure to leadership, investor relations, marketing, and cross-company initiatives.
Key Responsibilities
Serve as a trusted partner to the President, managing priorities, communications, and special projects across three operating entities.
Oversee the day-to-day operations of a small office in Coconut Grove, ensuring smooth business flow and a professional environment.
Coordinate, prepare, and refine investor presentations, board materials, and executive reports in CANVA, Powerpoint or similar product.
Work closely with the Controller on any finance related projects that may need additional support.
Lead and track execution of key initiatives, ensuring alignment with company goals and timely completion.
Act as a central point of contact between leadership, staff, and external stakeholders.
Manage multiple administrative, financial, and operational projects simultaneously.
Provide oversight and support across areas including investor relations, business development, marketing, and corporate operations.
Anticipate needs, identify gaps, and proactively recommend solutions to drive efficiency and effectiveness.
Qualifications
2+ years of experience as an Executive Assistant, Operations Manager, Marketing Assistant or similar role in real estate, investment, or related industries.
Strong organizational and multitasking skills with a proven ability to manage several competing priorities.
Exceptional written and verbal communication skills.
Highly proficient in Microsoft Office Suite (PowerPoint, Excel, Word); experience with design and presentation tools a plus (ie CANVA or similar).
Comfortable managing both high-level projects and detailed administrative tasks.
Discreet, professional, and able to handle confidential information with integrity.
Entrepreneurial mindset: enjoys a varied workload and thrives outside of a 9-5 routine.
Located close to Coconut Grove with the ability to work full-time in the company's office.
Why Join?
Opportunity to work directly with the President and senior leadership team of a dynamic real estate company.
Broad exposure across multiple operating companies and projects.
A role with variety, responsibility, and the chance to make a direct impact on business best practice, procedures and technology implementation.
Entrepreneurial culture with a new office in Coconut Grove, FL
$29k-54k yearly est. 2d ago
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Executive Assistant
Eastdil Secured 4.6
Miami, FL jobs
Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions.
At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company.
This position is a full-time, in-person, role in our Miami, FL office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required.
Essential Functions
Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars
Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately
Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed
Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs
Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications
Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures
Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF
Completes personal requests as needed (personal travel, errands, etc.)
Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach
Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices
Office Management
Support Facilities Manager (off-site) and work with Admin Services to ensure that Miami, FL office is operating smoothly
Conduct inventory assessment and complete weekly office supply and snack orders
Maintain basic office equipment, resolving office-related malfunctions and responding to requests or issues
Assist with food orders, luncheon planning, and planning of other business-related meetings and events as requested
Manage logistics for in-office new hire onboarding (set up desks, phones, computers, etc.)
Deal Administration
Provide executive deal administrative support as needed to transaction professionals and deal team
Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed
Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc.
Event Management
Help with planning and execution process for small local events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.)
Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation
Proactively submit Gift & Entertainment approvals according to policy
Act as onsite coordinator day-of to ensure seamless event delivery
Some travel may be required
Education and Qualifications
Bachelor's Degree, preferred
5+ years of experience in a corporate environment working with senior-level executives
Bilingual (Spanish) strongly preferred
Experience, Skills and Competencies Required
Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
Strong interpersonal skills and the ability to build relationships across the broader team and the firm
Expert level written and verbal communication skills
Demonstrated proactive approaches to problem-solving with strong decision-making capability
Emotional maturity
Highly resourceful team-player, with the ability to also be extremely effective independently
Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
Forward looking thinker, who actively seeks opportunities and proposes solutions
Experience coordinating complex calendars & managing expenses for multiple team members
Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom.
Apple device required for remote connectivity
Concur expense management and travel booking experience a plus
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
$35k-50k yearly est. 1d ago
Administrative Assistant
Ameriprise 4.5
Tallahassee, FL jobs
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrativeassistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$30k-39k yearly est. 60d+ ago
Administrative Assistant
Ameriprise Financial 4.5
Tallahassee, FL jobs
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrativeassistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$30k-39k yearly est. 2d ago
Administrative Assistant
Yellowstone Local 3.9
Glen Burnie, MD jobs
Yellowstone Local is proud to represent Innovative Mechanical Contractors LLC, an industry leader in commercial HVAC and mechanical solutions.
You're the kind of person who thrives on keeping everything organized, accurate, and running smoothly, and we want you on our team.
What's in it for You?
Competitive pay: $55,000 - $65,000 per year (based on experience)
Full-time, Monday-Friday schedule
Stability and long-term career potential with a respected commercial contractor
Room to grow into higher-level administrative or financial roles
Supportive leadership team and a workplace that values your input
Office located in Millersville, MD
Why You'll Love It Here
You'll be part of a team that takes pride in precision and professionalism
Your work will make a direct impact on project success and operational flow
We foster an environment where independence is encouraged, and attention to detail is celebrated
Innovative Mechanical Contractors is not just another mechanical company, we're problem solvers, solution-finders, and a tight-knit group that takes care of our people
Your New Role
You'll wear two important hats: as an AdministrativeAssistant and as an Accounts Payable Manager. Each day, you'll help keep our operations humming by managing vendor invoices, reconciling statements, supporting month-end close, and ensuring our books stay squeaky clean. Meanwhile, you'll also keep the office running efficiently, handling clerical work, greeting visitors, and keeping supplies stocked.
Location: Millersville, MD
Your day-to-day will include:
Managing the full accounts payable cycle, including invoice processing, payment runs (checks, ACH, wires), and vendor communication
Reconciling vendor statements and preparing AP accruals for month-end and year-end close
Supporting audits with accurate documentation
Greeting and documenting visitors at the office
Keeping digital and physical files organized and up to date
Monitoring and maintaining office and kitchen supplies
Performing general clerical duties like data entry, reporting, and light presentations
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
High school diploma or equivalent
3+ years of experience in accounts payable and/or administrative support is preferred
Proficient in Microsoft Office (especially Excel formulas and pivot tables)
Familiarity with accounting software like QuickBooks, SAP, or Sage
Strong attention to detail and organizational skills
Excellent communication and interpersonal abilities
Ability to work independently and manage multiple priorities in a fast-paced setting
Knowledge of basic accounting principles and internal controls
Innovative Mechanical Contractors LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange
$55k-65k yearly 39d ago
Administrative Assistant
Ameriprise Financial 4.5
Hopewell, VA jobs
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrativeassistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$33k-44k yearly est. 2d ago
Administrative Assistant
Ameriprise 4.5
Hopewell, VA jobs
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrativeassistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
$33k-44k yearly est. 60d+ ago
Administrative Assistant (Miami, FL)
Oppenheimer & Co 4.7
Coral Gables, FL jobs
Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc.s Private Client Division is currently seeking an AdministrativeAssistant for our Miami Branch office.
Responsibilities:
* General administrative duties include but are not limited to the following:
* Prioritize daily work, answer phones, and take messages
* Manage and book conference room requests
* Welcome and greet guests and employees
* Assist brokers and support staff on special projects
* Process Accounts Payable
* Scheduling Branch wholesaler breakfast and lunch visits
* Receive deliveries
* Order office supplies
* Perform calls for service on printers and fax machines
Skills/Requirements:
* Experience working as a receptionist in a corporate environment
* Demonstrate strong accuracy and thoroughness in all facets of daily work
* Associates degree preferred but not required
* Interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
* Must be a team player with an energetic, positive disposition
* Demonstrate the ability to handle multiple tasks with little or no supervision
$29k-37k yearly est. 17d ago
Administrative Assistant
Rehmann 4.7
Orlando, FL jobs
Your Passion. Your Purpose.
If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.
No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.
To learn more about Rehmann, visit: ********************************
Job Description:
How You'll Make an Impact at Rehmann:
Utilize your organizational and time-management skills by providing high level clerical / administrative support to our department leaders
Responsible for formatting reports, preparing and sending engagement letters, Financial Statements, SAS Communication Letters, and Management Rep Letters
Prepare documents, correspondence and reports to support our teams
Schedule appointments and meetings, prepare meeting rooms and assist with answering phone calls
Manage and maintain electronic databases to track jobs and produce reports for prompt delivery of information to clients and internal teams
Act as an office-wide resource to support all associates with client service
Provide administrative support for the office
Your Desired Skills, Values & Experiences:
Advanced knowledge with Microsoft Office suite and Adobe programs
Experience working in a fast-paced professional office environment
Attention to detail, grammar and proofreading skills
Scan/upload documents and cover the front desk as needed
Demonstrates and fosters a pattern of positive interactions with other associates at all levels and positions and works within a team environment.
Ability to display a professional demeanor and business etiquette at all times
Ability to quickly learn and master different software programs
Ability to work within a team environment
Ability to multi-task while providing outstanding customer service to internal clients
Demonstrates ability to handle communications in a discreet and confidential manner.
Able to prioritize work, manage time, and work in a due-date driven environment.
We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.
When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.
Rehmann is an Equal Opportunity Employer.
$28k-35k yearly est. Auto-Apply 29d ago
Wealth: Seasonal Administrative Assistant
B. Riley Financial, Inc. 4.5
Bonita Springs, FL jobs
With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit *********************
B. Riley Wealth is a subsidiary of BRC (Nasdaq: RILY), a diversified business advisory and financial services platform. BRC refers to BRC Group Holdings, Inc. and/or one or more of its subsidiaries or affiliates.
We are seeking a full-time Seasonal AdministrativeAssistant to support our Bonita Springs, FL tax office through April 2026. The hourly rate for this position is $18.00 per hour.
Duties of this position include, but are not limited to the following:
Scheduling, confirming, and coordinating client appointments.
Managing a high volume of incoming telephone calls with professionalism and efficiency.
Performing accurate and timely data entry.
Handling general administrative tasks such as filing, copying, and collating documents.
Perform other related duties as assigned.
Education, Experience and Skills Required:
Ability to work effectively in a fast-paced, professional environment, including experience managing a high volume of phone calls.
Strong multitasking skills with the ability to work independently and make sound decisions.
Solid administrative, computer, and customer service skills are essential for success in this role.
Experience with UltraTax and CS Practice is preferred.
$18 hourly 5d ago
Administrative Assistant (Miami, FL)
Oppenheimer & Co 4.7
Florida jobs
Who We Are:
Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc. s Private Client Division is currently seeking an AdministrativeAssistant for our Miami Branch office.
Responsibilities:
General administrative duties include but are not limited to the following:
Prioritize daily work, answer phones, and take messages
Manage and book conference room requests
Welcome and greet guests and employees
Assist brokers and support staff on special projects
Process Accounts Payable
Scheduling Branch wholesaler breakfast and lunch visits
Receive deliveries
Order office supplies
Perform calls for service on printers and fax machines
Skills/Requirements:
Experience working as a receptionist in a corporate environment
Demonstrate strong accuracy and thoroughness in all facets of daily work
Associate s degree preferred but not required
Interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Must be a team player with an energetic, positive disposition
Demonstrate the ability to handle multiple tasks with little or no supervision
$29k-37k yearly est. 17d ago
Administrative Assistant (Miami, FL)
Oppenheimer & Co. Inc. 4.7
Miami, FL jobs
Who We Are:
Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Job Description
Oppenheimer & Co. Inc.'s Private Client Division is currently seeking an AdministrativeAssistant for our Miami Branch office.
Responsibilities:
General administrative duties include but are not limited to the following:
Prioritize daily work, answer phones, and take messages
Manage and book conference room requests
Welcome and greet guests and employees
Assist brokers and support staff on special projects
Process Accounts Payable
Scheduling Branch wholesaler breakfast and lunch visits
Receive deliveries
Order office supplies
Perform calls for service on printers and fax machines
Skills/Requirements:
Experience working as a receptionist in a corporate environment
Demonstrate strong accuracy and thoroughness in all facets of daily work
Associate's degree preferred but not required
Interface and articulate well with all levels of employees and clients in a highly professional and friendly manner
Must be a team player with an energetic, positive disposition
Demonstrate the ability to handle multiple tasks with little or no supervision
$29k-37k yearly est. 16d ago
Administrative Assistant
HBK 4.4
Fort Myers, FL jobs
Receptionist
HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest AdministrativeAssistant.
QUALIFICATIONS
High School Diploma or GED required
Office experience or training required
Receptionist experience required, at a high-end service provider (Law Firm, CPA Firm, etc.) preferred
ESSENTIAL FUNCTIONS:
Be prompt, efficient and complete when carrying out all tasks assigned by supervisors.
Be courteous, pleasant, and helpful at all times.
Maintain a neat and organized work environment.
Manage records and files in an organized manner.
Maintain strict confidentiality of all clients and firm business.
Maintain good communication with supervisors to ensure work is performed accurately and efficiently.
Work overtime during tax season and as needed throughout the rest of the year.
Type financial statements, tax returns, correspondence, and other projects.
Assist with inventory, ordering and receipt of office supplies, internal forms, and checklists.
Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed.
Open and close office location facility when needed.
Deliver all in-coming mail and collect out-going mail in time for daily delivery.
Assist with preparation of engagement letters
Schedule meetings and appointments/arrange travel
Proficient in the Microsoft Office Suite
Knowledge of STAR Practice Management and CCH Axcess is a plus
Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
BENEFITS WE OFFER:
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
Paid Time Off
401(k) plan with company match and profit sharing
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
9 Paid holidays
Annual Performance Reviews
And Much More…
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#HBKCPA
$27k-40k yearly est. 56d ago
Administrative Assistant
The Interface Financial Group 3.3
Bethesda, MD jobs
In need of a financial administrativeassistant. Full time position with opportunity for growth, for the right individual. Extensive experience needed in microsoft office, especially, Word/Powerpoint/Excel. Strong ability with Mac necessary. Ability to learn & move quickly to adapt to new situations and tasks. Very hardworking, no issues with working earlier or later hours when required. Bachelors degree or administration certification strongly preferred. Ability to work in small teams and individually a must. Can take complicated tasks and accomplish them with little to no supervision, a problem solver with initiative to get things done!
NO PHONE CALLS & NO RECRUITERS PLS!
Please email your resume to the email address above for consideration. Keep in mind that if you can't follow the simple instructions of this ad exactly, I'm unlikely to think you can do this job well.
$31k-42k yearly est. 60d+ ago
ADMINISTRATIVE ASSISTANT (Req 26 007)
American Electronics, Inc. 4.1
Arlington, VA jobs
Responsibilities: Support the F-35 JPO by providing administrative program management functions required to procure, render operational, and provide life cycle support of the F-35 Lightning aircraft weapon system on-site at the F-35 JPO or on-site at F-35 JPO field offices. F-35 JPO administration supports the creation and maintenance of IPT documentation required to manage personnel and tasks associated with each IPT. F-35 JPO program administrative management in support of the IPTs broadly encompasses a variety of program support type functions including security management, meeting support, resource tracking, correspondence, and administrative functions. Support may also include additional IPTs or groups of Program personnel.
Education: High School diploma or equivalent.
Experience: A minimum one (1) year of total business process experience in either a DoD Weapon System Program Office or equivalent commercial setting. Experience in developing and managing formal task management processes and toolsets. Proficiency in Microsoft Office Products to specifically include: Word, Power Point, Excel and Mail. Demonstrated ability for oral and written communication with the highest levels of management. Knowledge of or ability to acquire knowledge of DTS and MPS software systems.
Other: An Active Secret Security Clearance is required.
Benefits Information: We offer a generous benefits package including a 401k with employer match. Full time employees are also eligible for family medical, dental and vision benefits; as well as ancillary benefits including life and accidental death and dismemberment insurance; short- and long-term disability; flexible spending accounts; long-term care insurance; and accident, hospital, and critical illness insurance. Full-time employees are also eligible for 2 weeks vacation leave accrual per year (this accrual increase as tenure with company increases), 7 days sick leave, and 11 paid holidays, with additional leave time available for bereavement, jury duty, and military training days throughout the year.
$29k-39k yearly est. 2d ago
Administrative Assistant
Premier Mortgage Associates 3.5
Boca Raton, FL jobs
Are you ready to be part of a dynamic and innovative mortgage company that prioritizes relationships over transactions? At NQM Funding, LLC, dba Premier Mortgage Associates, we have been dedicated to turning dreams of homeownership into reality for over 25 years. We believe in building enduring relationships with our clients, providing personalized mortgage solutions that truly put their needs first. Our commitment to excellence and integrity sets us apart, allowing us to close loans based on genuine connections rather than mere leads.
Embark on a fulfilling career where your dedication to client satisfaction is valued and makes a real difference. Join our team and discover a path where passion aligns with excellence, providing daily opportunities to make a significant difference. Apply today and become part of our journey to create homeowner success stories!
Our Corporate Headquarters, located in Boca Raton, Florida, is looking to hire an AdministrativeAssistant. This position is not remote.
Job Title: AdministrativeAssistant
Reports To: Team Production Manager
FLSA Status: Non-Exempt
Department: Operations
Division: Retail
Salary Range: $40K $45K per year
Summary:
The AdministrativeAssistant will provide comprehensive administrative support to our team, ensuring efficient operation and communication within the organization. The ideal candidate is proactive, organized, and capable of managing multiple tasks independently in a fast-paced environment.
Duties and Responsibilities:
Handle inbound and outbound communications, including emails, phone calls, and virtual meeting facilitation.
Serve as the initial point of contact for internal and external stakeholders.
Coordinate and manage appointments, meetings, and events, ensuring all parties are informed of any changes.
Handle travel arrangements and itineraries for team members as needed.
Prepare, edit, and organize documents and presentations.
Maintain digital filing systems, ensuring organization and accessibility.
Perform accurate data entry tasks and maintain up-to-date records and databases.
Generate regular reports as required by management.
Provide support on various projects, including research, data collection, and analysis.
Assist in tracking project progress and meet deadlines.
Performs other duties as assigned
Skills:
Proven experience as an administrativeassistant, virtual assistant, or relevant role.
Strong proficiency in MS Office Suite (Word, Excel, PowerPoint) and Google Workspace tools.
Excellent communication skills, both written and verbal.
Strong organizational and time-management skills.
Ability to work independently and proactively with minimal supervision.
Familiarity with online meeting platforms such as Zoom, Microsoft Teams, etc.
High-speed internet connection and a dedicated workspace.
Education/Experience:
Degree: High School Diploma or Equivalent.
NQM Funding, LLC offers the following benefits:
Medical Plan
Dental Plan
Vision Plan
GAP Insurance
Life Insurance paid by the company
Voluntary Life Insurance
401K
Pet Insurance
Legal Shield/ID Shield
Equal Employment Opportunity:
NQM Funding, LLC management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment.
NQM Funding, LLC will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
NQM Funding, LLC will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to NQM Funding, LLC.
$40k-45k yearly 9d ago
Senior Admin Support Assistant
Navy Federal 4.7
Pensacola, FL jobs
To provide a variety of administrative support functions for the Collections division. Facilitate effective bi-directional communication between admin employees and management. Assist with developing soft and hard skills of new and existing employees. Work is performed under moderate supervision.
Experience in performing clerical and/or administrative duties/responsibilities
Experience in customer service, preferably in a financial institution
Experience in leading, guiding and mentoring others
Ability to work independently and in a team environment
Ability to manage multiple priorities independently and/or in a team environment to achieve goals
Ability to maintain confidentiality and demonstrate integrity
Experience in de-escalating complaints and conflicts
Ability to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced administrative, clerical, and technical skills
Advanced skill performing mathematical calculations and working accurately with numbers
Advanced skill interacting with staff, management, and members diplomatically and tactfully
Advanced skill building effective relationships through rapport, trust, diplomacy and tact
Advanced skill maintaining composure in a high production and changing environment
Advanced active listening skills to respond to inquiries and requests
Effective organizational, planning and time management skills
Effective skill presenting findings, conclusions, alternatives and information clearly and concisely
Effective research, analytical, and problem solving skills
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill following, interpreting and applying guidelines, procedures, practices, regulations
Effective skill communicating with all levels within an organization
Advanced verbal and written communication skills
Advanced word processing, spreadsheet, and presentation software skills
Desired Qualifications
Working knowledge of NFCU's products, services, programs, policies and procedures
Working knowledge of NFCU's functions, philosophy, operations and organizational objectives
Hours: Monday - Friday, 9:00AM - 5:30PM
Location: 5510 Heritage Oaks Drive, Pensacola, FL 32526
Assist management with coordinating and executing team tasks
Monitor and assist team as needed to ensure tasks are completed and deadlines are met
Adhere to policies and procedures regarding handling of financial documents, member info, and physical security
Log, sort and record incoming/return mail
Inform the team of changes and new instructions as requested by management
Present "Administrative Support Overview" to the New Employee Training Class
Provide training to employees as directed by management
Solicit feedback and ideas from section employees on current processes and policies
Answer team questions regarding daily operations, policies, and procedures
Update and maintain policy and procedure manual for the Administrative Section in the Collections Division
Maintain various reports, phone lists, and rosters
Coordinate specific loan adjustment sequences with the Collections' Consumer Loan Account Specialists
Prepare correspondence, data, reports, presentations; proofread documents for team members, and recommend edits
Take minutes for section meetings as requested
Attend / conduct meetings/ discussions on behalf of management as needed
Participate in, or lead special projects or research for management, including testing of new systems, or simple data gathering and analysis
Retrieve and direct after-hour voice mail messages for the Collections division
Perform other duties as assigned
$32k-38k yearly est. Auto-Apply 1d ago
Administrative Assistant
Pennington Enterprise Group 4.2
Fort Meade, FL jobs
Under the direct supervision of the Operational Director this position provides administrative and secretarial support for the Operational Director and Business. In addition to typing, filing and scheduling, performs duties such as financial record keeping, payroll, coordination of meetings and conferences, obtaining supplies, coordinating direct mailings, and working on special projects. Also, answers non-routine correspondence and assembles highly confidential and sensitive information. Deals with a diverse group of important external callers and visitors as well as internal contacts at all levels of the organization. Independent judgment is required to plan, prioritize and organize diversified workload, recommends changes in office practices or procedures.
ESSENTIAL FUNCTIONS
Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department.
Performs desktop publishing. Creates and develops visual presentations for the vice president.
Establishes, develops, maintains and updates filing system for the vice president and the department. Retrieves information from files when needed. Establishes, develops, maintains and updates library of trade journals and magazines.
Organizes and prioritizes large volumes of information and calls.
Sorts and distributes mail. Opens mail for the vice president. Drafts written responses or replies by phone or e-mail when necessary. Responds to regularly occurring requests for information
Answers phones for vice president and marketing department. Takes messages or fields/answers all routine and non-routine questions. Works in cooperation with other system development assistants to cover phones.
Acts as a liaison with other departments and outside agencies, including high-level staff such as CEOs, presidents, senior vice presidents and chiefs. Handles confidential and non-routine information and explains policies when necessary.
Works independently and within a team on special nonrecurring and ongoing projects. Acts as project manager for special projects, at the request of the vice president, which may include: planning and coordinating multiple presentations, disseminating information, coordinating direct mailings, creating brochures.
Coordinates division of workload with the administrativeassistant in community relations.
Types and designs general correspondences, memos, charts, tables, graphs, business plans, etc. Proofreads copy for spelling, grammar and layout, making appropriate changes. Responsible for accuracy and clarity of final copy.
Supports market data analyst in maintenance of the department finances. Activities include: copying check requests and sending to accounts payable travel reimbursement, documenting corporate credit card expenses to corporate finance.
Competencies
Technical Capacity.
Personal Effectiveness/Credibility.
Thoroughness.
Collaboration Skills.
Communication Proficiency.
Flexibility.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m.
Travel
No travel is expected for this position.
Required Education and Experience
High school diploma.
One year of administrative experience.
$22k-29k yearly est. 60d+ ago
Administrative Assistant III
Bank of America 4.7
Jacksonville, FL jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
Provide executive administrative support to the GT Quality Assurance Executive. Principal duties are managing the schedule of the Executive, including meetings, tele-presence and travel; scheduling staff events; coordinating and responding to correspondence and requests from outside groups and senior management of the Company; typing memoranda and correspondence; maintenance of accurate records; preparing expense reimbursement; and other related administrative duties.
Responsibilities:
Communicates with executives and line management to gather and convey relevant information
Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner
Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
Liaises with outside groups to coordinate events where the executive is a corporate chair, director, or committee member
Engages in high-level client contact and supports conversations related to sensitive information, utilizing considerable diplomacy and judgment
Assist with various administrative aspects of the department management
Required Qualifications:
3+ years' experience as an AdministrativeAssistant or comparable level of experience as a Senior AdministrativeAssistant
Demonstrated ability in either current or prior positions to interact with senior level executives
Ability to work independently, multi-task, manage time wisely; handle confidential and sensitive material with highest degree of integrity
Strong executive presence; superior interpersonal communications skills
Must be proficient in MS Outlook
Ability to multi-task in an urgent and deadline-driven environment
Accuracy/quality control - must demonstrate accuracy & thoroughness and monitor own work to ensure quality
Excellent attention to detail and organizational skills
Pro-active attitude with ability to stay focused and maximize time efficiently
Skills:
Administrative Services
Attention to Detail
Customer and Client Focus
Planning
Prioritization
Adaptability
Collaboration
Event Planning
Office Administration
Problem Solving
Facilities Management
Oral Communications
Recording/Organizing Information
Research
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$30k-38k yearly est. Auto-Apply 16d ago
Administrative Assistant / Front Desk
SPS Consulting 4.3
Rockville, MD jobs
We are seeking a friendly and organized Front Desk Receptionist to join our team. In this role, you will be the first point of contact for our clients and visitors, providing exceptional customer support and administrativeassistance. The ideal candidate will possess strong communication skills, proficiency in office software, and the ability to manage multiple tasks efficiently.
Duties
Greet and welcome visitors in a professional manner.
Answer phone calls and manage phone systems, directing inquiries to the appropriate departments.
Provide excellent customer support by addressing client questions and concerns promptly.
Perform data entry tasks accurately and efficiently.
Manage calendars, scheduling appointments, and coordinating meetings.
Maintain organized office files and records.
Answer telephone and direct calls. Assist/greet visitors, staff, and clients.
Provide full service administrative support duties that include check-in and check-out of program clients in the NextGen EPM system.
Assist with general administrative tasks to ensure smooth office operations.
Communicate effectively in both English and Spanish is a plus.
Requirements
Previous experience in a receptionist or administrative role is preferred.
Proficient in using computer systems and office software (e.g., Microsoft Office Suite).
Strong typing skills with attention to detail for data entry tasks.
Familiarity with calendar management tools.
Excellent verbal and written communication skills.
Ability to multitask and prioritize effectively in a fast-paced environment.
A positive attitude with a commitment to providing outstanding customer service.
Join our team as a Front Desk Receptionist where you can make a positive impact on our clients' experiences while developing your administrative skills in a supportive environment.