Administrative Assistant

Salary :

$40,000 - 42,000 yearly

Company : Advanta Ira Services

Job Type : Full Time

Clearwater, Fl

Job Description - Administrative Assistant

LOCATION: Advanta IRA- Office in Clearwater, FL 33762
On-site position, Mon- Fri 8:30 – 5:00
Start date: March 2026

POSITION BACKGROUND
The administrative assistant is responsible for providing outstanding reception services, maintaining an organized, professional environment, and performing a variety of administrative duties related to day-to-day company operations. The successful candidate is self-driven, organized, proactive, eager, and excels at multitasking. Additionally, they employ exemplary telephone skills by presenting a quality image and treating the customer consistently, courteously, and efficiently.

Job Duties

Welcome and greet all visitors (in person or on the phone), answer their questions, or refer their inquiries to the right resource.
Handle various administrative functions related to servicing existing clients— scanning and copying documents and assisting with incoming and outgoing mail.
Comply with CIP guidelines and maintain confidentiality of client information.
Assist clients with account-related paperwork to ensure efficiency and client satisfaction.
Maintain a list of vendors for facility maintenance.
Control the company supply orders by maintaining stock logs.
Maintain security by following procedures, monitoring the logbook, and maintaining our telecommunications system.
Help devise more efficient and effective ways to perform administrative functions.

SKILLS, BACKGROUND & TALENTS REQUIRED

2- or 4-year degree preferred.
Previous office experience preferred.
Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
Possess the ability to work with or without direction and multitask while paying very close attention to details.
Be exceptionally well organized, analytical, and detail oriented.
Excel at accomplishing tasks and following up with necessary parties (clients and team members).
Utilize excellent verbal, written, and interpersonal communication skills.
Show proficiency in MS Word, Excel, and Outlook.
Maintain a professional appearance and demeanor.

Employee Benefits Summary

Compensation
- Salaried position (anticipated: $42k, starting)
- Annual reviews of performance and salary
- Advancement opportunities

Comprehensive insurance options
- FL Blue Medical
- Mutual of Omaha Dental & Vision
- Telehealth & Prescription coverage
- Options for health savings accounts (HSA)
- Short & Long term disability
- Term Life Insurance
- Accident/ Injury & Critical Illness plans
- Individual and family plans available
401(k) after 6 months of employment
- Up to a 4% company match
Paid time off
- No waiting period to begin accruing
- 9+ paid holidays in addition to PTO
Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.

COMPANY BACKGROUND
Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.

For more information about our industry and team culture, please visit our website at AdvantaIRA.com!

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Administrative Assistant

Job Description - Administrative Assistant

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