Administrative Assistant to Financial Advisors
Position Summary :
Join our mission-driven team as an Administrative Assistant, where your organizational skills and passion for service will directly support impactful financial advising and nonprofit success!
Providing comprehensive administrative support to two financial advisors, this position involves handling administrative and logistical tasks across all areas of our organization, ensuring smooth operations, and supporting the financial advisory practice. Primary responsibilities include data entry, maintaining information related to donors and partners, processing accounts receivable, providing logistical support for and coordinating events and meetings, and performing advanced administrative duties to enhance team efficiency. A successful candidate will demonstrate strong teamwork, adaptability, and a commitment to high-quality performance. This team of advisors also runs an education-centric nonprofit for the community, requiring strong organizational and interpersonal skills.
Key Competencies :
- Models kindness and professionalism in interactions with clients, staff, donors, and volunteers.
- Understands and consistently practices responsiveness and accountability.
- Communicates clearly and professionally with individuals from diverse backgrounds.
- Has a high attention to detail and accuracy, while maintaining an organized work flow.
- Strong ability to adapt, anticipate, and plan future needs, and actions to ensure a smooth practice.
Key Duties & Responsibilities :
Data Entry : Maintain accurate records for clients, partners, donors, and other key stakeholders, ensuring timely updates and organization of data.Field Calls and Walk-ins : Answer calls and greet clients upon arrival, providing a welcoming and helpful first point of contact.Maintain Client, Donor, and Partner Information : Track and update essential information regarding donors, partners, and clients, ensuring all records are complete and accurate.Accounts Receivable : Process and track accounts receivable, ensuring that financial transactions are recorded accurately and timely.Event and Meeting Logistics : Coordinate, schedule, and prepare for meetings hosted internally and externally.Email and Calendar Management : Monitor and manage multiple email accounts and calendars, scheduling meetings, responding to inquiries, and ensuring that deadlines are met.Mail and Communication Management : Administer bulk mail, email and social media communications, including thank-you letters, invitations, and general marketing materials.Inventory Management : Track and order inventory for office supplies and printed materials, ensuring the office is well-stocked and prepared for daily tasks and events.Qualifications :
Proven experience in administrative support, preferably in a nonprofit setting.Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint) and CRM systems.Strong attention to detail, with the ability to manage multiple tasks and meet deadlines.Excellent verbal and written communication skills, with a professional and courteous demeanor.Strong organizational skills and the ability to work independently, while maintaining a team-oriented approach.Ability to handle sensitive information with discretion and confidentiality.Flexible and adaptable, comfortable with shifting priorities and a dynamic work environment.Must be able to pass a background check.Highly Desirable Skills :
Event planning and coordination experience, especially in the context of nonprofit activities.Experience with social media management and marketing, with a focus on community engagement.Proficiency with Canva software.Knowledge of financial services and accounting procedures.Additional Benefits :
Opportunities for professional growth and development.Competitive compensation with opportunities for annual bonuses and salary growth.A collaborative and mission-driven environment where your contributions are valued.The opportunity to make a meaningful impact through your work with both a nonprofit organization and financial services institution.Opportunity for benefits after 90 days.Securities offered through Cetera Advisor Networks LLC, member FINRA / SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd., Suite 900, Palm Beach Gardens, FL 33410. 561.910.2566.
