Admin Assistant - Financial Industry

This is a remote position.

Schedule:

• Total hours: 40 hours per week or 8 hours per day
  
• Monday - Friday
  
• 9:00 AM - 6:00 PM Miami 
  
• With 1 hour unpaid break in between
  

Client location or time zone: Miami, FL, USA 

Company/client overview:

The client runs a financial consultancy firm based in Abbey, Florida. The business appears to be in a growth phase. The company deals with sensitive financial information, indicating they work in high-stakes financial consulting.

Responsibilities:

• Manage and prioritize email communications, ensuring timely responses and efficient information flow
  
• Handle phone inquiries professionally, providing excellent customer service to clients and partners
  
• Assist with invoice follow-ups, contributing to the company’s financial health
  
• Perform accurate data entry and maintain organized digital file systems
  
• Conduct online research to support various business initiatives
  
• Schedule and coordinate meetings, appointments, and travel arrangements as needed
  
• Prepare and edit correspondence, reports, and other documents with attention to detail
  

Requirements

• Excellent written and verbal communication skills, with the ability to interact professionally with clients and team members
  
• Proficiency in email management tools and calendar applications
  
• Strong organizational skills with the ability to multitask and prioritize effectively
  
• Demonstrated time management skills and ability to meet deadlines
  
• Basic understanding of financial terms and processes
  
• Ability to handle confidential information with the utmost discretion
  
• Proficiency in Microsoft Office Suite or equivalent software
  
• Self-motivated with the ability to work independently in a remote setting
  
• Adaptability and willingness to learn new skills and technologies
  
• High school diploma required; associate’s or bachelor’s degree preferred