Receptionist / Administrative Assistant - Financial Services - Bradenton Office

United Placement Group

  • Bradenton, FL
  • 15 days ago

    Highlights

    If you enjoy working with people, keeping things organized, and creating a welcoming, professional environment, this is a great opportunity to build a long-term role in financial services. If you take pride in being the person who keeps the office running smoothly and creates a positive experience for every client who walks through the door, we’d love to connect with you.

    Numbers & Facts

    LocationBradenton, FL

    Description

    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 You’re the First Point of Contact

    Alliance America is a well-established wealth management and insurance firm with over 40 years of success serving clients. We are seeking a professional, friendly, and organized Receptionist / Administrative Assistant to serve as the face of our office and support daily operations.

    If you enjoy working with people, keeping things organized, and creating a welcoming, professional environment, this is a great opportunity to build a long-term role in financial services.

    What You’ll Do

    • Greet clients and visitors, creating a welcoming and professional first impression
    • Answer and route incoming calls with confidence and professionalism
    • Schedule appointments and help manage advisor calendars
    • Maintain a clean, organized, and client-ready front office
    • Handle incoming and outgoing mail, packages, and general office communications
    • Assist with light administrative tasks such as scanning, filing, and document organization
    • Support the team with day-to-day office coordination as needed

    What We’re Looking For

    • 2+ years of experience in reception, front desk, customer service, or administrative support
    • Strong phone presence and comfort interacting with clients throughout the day
    • Friendly, professional demeanor with excellent communication skills
    • Highly organized with strong attention to detail
    • Ability to multitask and stay on top of a steady daily workflow
    • Proficiency with Microsoft Office (Word, Excel, Outlook)
    • Reliable and punctual with a strong sense of responsibility

    Preferred (Not Required)

    • Experience in financial services, insurance, banking, or professional office settings
    • Prior front desk or receptionist experience in a client-facing environment
    • Associate degree in Business Administration or related field

    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 take pride in being the person who keeps the office running smoothly and creates a positive experience for every client who walks through the door, we’d love to connect with you.

    Apply today to join a team where your role truly matters.

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

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