Immediate Opening

Financial planning firm in St. Petersburg office is seeking and administrative sales assistant to join our growing team.

This position is responsible for providing a wide range of administrative support to our advisers.

-Onboard new relationship as clients.

-Serve as a liaison between Financial Advisor, internal operation teams and client.

-Support existing client relationship with ongoing account maintenance, money movement and account inquiries.

-Run performance report and help Financial Advisor prepare for client meetings.

-Must have strong knowledge of MS 365 office, Outlook and PowerPoint.

-Excellent verbal skills, organizational skills, and attention to detail, experience in marketing and social media.

Please submit resume along with salary requirement for consideration.

Candidate must be able to pass a background check. This is a non-smoking office