Senior Administrative Assistant

Temp to Hire Opportunity with a great company in downtown Orlando.  Hybrid Schedule and starting salary is $60,000.

The Sr. Administrative Assistant provides high-level administrative and operational support to the Director of Administration and sales teams to maximize efficiency and ensure smooth day-to-day operations. This role supports sales initiatives through project coordination, campaign processing, reporting, data management, and customer service. The ideal candidate is proactive, highly organized, detail-oriented, and adaptable, with excellent communication skills.

Key Responsibilities

• Process, track, and manage sales campaigns, mailings, mass emails, and related activities

• Prepare and deliver statistical and activity reports for leadership and sales teams

• Maintain data integrity through ongoing research, list management, campaigns, and lead tracking

• Process, document, and track expenses, invoices, and check requests in compliance with internal policies

• Manage logistics for group meetings and sales events, including invitations, materials, follow-up, and tracking

• Coordinate literature and marketing material requests and track fulfillment

• Manage shared inboxes, website inquiries, and general sales support requests

• Assist with calendar management, scheduling meetings, conference calls, and virtual meetings

• Support compliance tracking and documentation requirements

• Coordinate outreach such as thank-you notes, emails, and promotional items on behalf of the sales team

• Assist financial professionals with planning and coordinating events

• Manage notifications, system updates, and internal communications tools

• Assist in creating training guides, documentation, and procedures

• Perform general administrative duties such as ordering supplies, copying, and screening calls

• Proactively identify issues, analyze situations, and recommend solutions

• Anticipate sales team needs and coordinate appropriate resources

• Perform other duties as assigned

Required Competencies

• Strong decision-making and problem-solving skills

• Exceptional attention to detail and accuracy

• Ability to maintain strict confidentiality

• Strong organizational and multi-tasking abilities

• Excellent verbal and written communication skills

• Professional, diplomatic approach when working with internal teams and external partners

• Ability to meet strict deadlines in a fast-paced environment

• Team-oriented with a proactive, solution-focused mindset

• Ability to prioritize effectively and manage competing demands

• Quick learner with the ability to self-train

• Comfortable receiving instruction and constructive feedback

• Strong business math skills

Compliance & Regulatory Knowledge

• Working knowledge of FINRA and SEC regulations preferred

• Ability to follow and support compliance requirements

Education & Experience

• Minimum of 5 years of relevant business experience and/or a four-year college degree

• 3–5 years of experience in a Sales Assistant, Sales Administration, or similar role

• Proficiency in Microsoft Office (Word, Excel, Outlook)