Administrative Assistant

Cala Sourcing Solutions LLC; Florida; On-site; USD 45,000 - 55,000; Full time

Job summary

Cala Sourcing Solutions LLC is seeking an Administrative Assistant to provide organized, detail-oriented support to a busy financial services sales team and management. The role requires dependable, professional communication and the ability to manage multiple priorities onsite in Hallandale Beach, FL.

The ideal candidate will excel in client service, maintain accurate records, and work effectively in a fast-paced environment with strong discretion and confidentiality.

Qualifications

• Excellent verbal and written communication skills.
• Strong customer service and professional demeanor.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Experience in banking, brokerage, fixed income, or another financial services environment preferred.

Responsibilities

• Provide daily administrative support to the sales team and management.
• Communicate professionally with clients by phone, email, CRM, and mail.
• Request, collect, and track required client account documentation.
• Maintain accurate and current client records.
• Prepare and distribute account reports, correspondence, and related information.
• Organize and maintain confidential records for easy access and reference.
• Assist with additional administrative and client-service responsibilities as needed.

Skills

Verbal comms

Written comms

Customer service

Organizational skills

Discretion

Tools

CRM systems

Office software

Job description

Location: Hallandale Beach, FL — Fully Onsite IF you do not live in South Florida your resume will not be considered.
Salary: $50,000 annually
Employment Type: Temp-to-Perm Opportunity

Position Overview

We are seeking a highly organized and detail-oriented Administrative Assistant to provide administrative and client service support to our client’s busy financial services sales team and management. The ideal candidate is dependable, communicates effectively, manages multiple priorities, and thrives in a fast-paced, deadline-driven environment..

Key Responsibilities

Provide daily administrative support to the sales team and management.

Communicate professionally with clients by phone, email, CRM, and mail.

Request, collect, and track required client account documentation.

Maintain accurate and current client records.

Prepare and distribute account reports, correspondence, and related information.

Organize and maintain confidential records for easy access and reference.

Assist with additional administrative and client‑service responsibilities as needed.

Qualifications

Excellent verbal and written communication skills.

Strong customer service skills and a professional demeanor.

Exceptional organizational skills and attention to detail.

Ability to prioritize multiple assignments and meet deadlines.

Ability to handle confidential client and account information with discretion.

Previous experience in banking, brokerage, fixed income, or another financial services environment is preferred.

Proficiency with CRM systems and standard office software is a plus.

Ideal Candidate

Positive, dependable, self‑motivated, and adaptable.

Committed to accuracy and outstanding client service.

Available to work fully onsite in the Hallandale Beach office.