Job summary
Job post source
This job is directly from Florida Financial Advisors
Job overview
The Administrative Assistant role at Florida Financial Advisors provides organized, high-level support to streamline daily tasks and assist leadership in a financial advisory practice.
Responsibilities and impact
The assistant will manage scheduling, track action items, prepare client presentations, and handle administrative tasks to support client meetings and leadership.
Compensation and benefits
This is a part-time, hybrid position with flexible scheduling for 15-20 hours per week; no specific salary or benefits details are provided.
Experience and skills
Candidates should have strong organizational, time management, interpersonal, and communication skills, be comfortable with Microsoft Office and CRM software, and handle multiple priorities in a dynamic environment.
Work environment and culture
The work environment is hybrid and flexible, supporting a dynamic and fast-paced setting with direct collaboration with leadership.
Company information
Florida Financial Advisors is a financial advisory practice focused on client service and leadership support.
Job location and travel
The position is hybrid with flexible scheduling, location details are not specified.
Application process
Applicants should email their resume to carlos.esquivia@floridafa.com or apply through LinkedIn; inquiries can be made via LinkedIn message or email for further discussion.
Company overview
Florida Financial Advisors is a financial services firm specializing in personalized financial planning, investment management, and insurance solutions. They generate revenue through advisory fees, commissions on financial products, and asset management services. Founded in 2015, the company has rapidly expanded its footprint across Florida, emphasizing a holistic approach to financial wellness. Their mission is to empower clients with tailored strategies to achieve financial independence and long-term security.
How to land this job
Tailor your resume to emphasize strong organizational skills, proficiency with Microsoft Office, and experience managing calendars and client communications, as these are key for the Administrative Assistant role at Florida Financial Advisors.
Highlight your ability to handle multiple priorities efficiently and your interpersonal skills, showcasing your readiness to support leadership and client-facing tasks in a dynamic environment.
Apply through multiple channels including emailing your resume directly to carlos.esquivia@floridafa.com and submitting your application via LinkedIn to maximize your chances of being noticed.
Connect with employees in the financial advisory or administrative divisions at Florida Financial Advisors on LinkedIn; use ice breakers like commenting on recent company news or asking about their experience working with the leadership team to start conversations.
Optimize your resume for ATS by including keywords from the job description such as 'calendar management,' 'client presentations,' 'CRM software,' and 'organizational skills' to ensure your resume passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application platforms, and find relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking effectively.
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