ADMIN
Located in Ocala, FL
Pay: $19-$25/hr
Job Full Description
Administrative Assistant – Financial Services (Ocala, FL)
💼 Position: Administrative Assistant
📍 Location: Ocala, FL
💰 Pay Rate: $19.00 – $25.00/hour (based on experience)
🕒 Schedule: Monday–Thursday, 8:30 AM – 5:30 PM (Fridays Off!)
Schedule is flexible and can be adjusted to fit the right candidate.
About the Company:
Join a well-established financial planning and investment services firm that specializes in retirement savings strategies and personalized financial plans. With a strong commitment to client care, this team supports individuals in retirement with compassion, professionalism, and trust.
What You’ll Do:
- Greet and assist clients in a warm, professional manner
- Schedule appointments and manage calendars
- Process applications and maintain client records
- Update and manage client databases
- Communicate with insurance carriers to resolve account issues
- Prepare spreadsheets and reports for client meetings
- Handle incoming/outgoing mail and FedEx packages
- Maintain organized filing systems
- Uphold strict confidentiality at all times
What We’re Looking For:
- 2+ years of administrative or office support experience (financial services a plus)
- Compassionate, patient, and kind—especially with clients in retirement
- Professional demeanor with excellent communication skills
- Strong multitasking abilities and attention to detail
- Experience with multi-line phone systems
- Proficiency in Microsoft Word, Excel, and Outlook
- Someone mature, trustworthy, and client-focused
Dress Code: Business professional (no suit required)
If you're a caring, organized professional who thrives in a supportive environment and enjoys helping others, we’d love to hear from you!
📬 Ready to Apply?
• Email your resume to: Devin.Sias@ExpressPros.com
• Visit us in person: 1005 SW 10th Street, Suite 102, Ocala, FL 34471
• Call us at: 352-867-8055
• Apply online: www.ExpressPros.com/Ocala
Ocala, FL
1281
1005 Southwest 10th Street
Ocala, FL 34471
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