Financial Services Administrative Assistant (On-Site) - Bradenton

Administrative Assistant – Financial Services
Alliance America | Bradenton, FL (Near UTC)
Full-Time | Monday–Friday | 8:00 AM–4:30 PM | On-Site

Join a Stable, Respected Financial Firm Where Your Work Matters

Alliance America is a well-established wealth management and insurance firm with over 40 years of success helping clients protect and grow their financial future. We are seeking a dependable, detail-oriented Administrative Assistant to support our advisory team and keep daily office operations running smoothly.

If you enjoy a structured workday, a professional office environment, and being the person who keeps everything organized and on track, this is an excellent opportunity to build a long-term career in financial services.

What You’ll Do

• Serve as the first point of contact by answering and directing incoming calls with professionalism and confidence
• Manage and organize confidential client documents, including scanning, filing, and recordkeeping
• Coordinate calendars, schedule appointments, and support advisor workflows
• Handle incoming and outgoing mail and email communications
• Prepare basic correspondence, forms, and reports
• Assist with day-to-day office operations and team projects

What We’re Looking For

• 2+ years of experience in administrative support, reception, customer service, call center, or similar role
• Strong phone presence and comfort handling frequent client interaction
• Excellent organizational skills and attention to detail
• Ability to multitask and stay organized in a structured office environment
• Proficiency with Microsoft Office (Word, Excel, Outlook)
• Professional communication skills, both written and verbal
• High level of discretion with confidential information

Preferred (Not Required)

• Experience in financial services, insurance, banking, or professional services
• Associate degree in Business Administration or related field
• Prior experience supporting a team in a client-focused environment

What We Offer

• Consistent weekday schedule – no nights or weekends
• Weekly W-2 pay
• Health, Dental, Vision, and Life Insurance (after 90 days)
• Paid holidays, PTO, and vacation time
• Stable, long-standing company with growth potential
• Supportive, team-oriented office environment with hands-on training

If you’re reliable, organized, and take pride in keeping an office running efficiently, we’d love to hear from you. Apply today to join a team where your contributions truly make a difference.

Alliance America is an Equal Opportunity Employer and values a diverse and inclusive workplace.