Administrative Assistant

Cala Sourcing Solutions LLC; Town of Florida (NY); On-site; USD 45,000 - 55,000; Full time

Job summary

Cala Sourcing Solutions LLC in Hallandale Beach, FL is seeking an Administrative Assistant to support a fast-paced financial sales team. This position is onsite 100% and begins as a temporary role with potential to become permanent.

Ideal candidates bring strong communication and organizational skills, experience with Microsoft Office and CRM systems, and a commitment to accuracy. Local candidates only, ready to commute daily and contribute to client service excellence.

Qualifications

• Experience in administrative, sales-support or client-service roles.
• Strong written and verbal communication skills.
• Excellent organizational, follow-up, and time-management abilities.
• High attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines.
• Professional judgment handling confidential information.
• Experience with Microsoft Office and CRM systems preferred.
• Experience in financial services is highly desirable.

Responsibilities

• Provide day-to-day administrative support to the sales team and management.
• Communicate professionally with clients by phone, email, mail, and CRM.
• Request, collect, and track client account documents to ensure timely completion.
• Maintain accurate and up-to-date client information and account records.
• Prepare and distribute reports, correspondence, and other account-related materials.
• Organize and safeguard confidential financial and client documentation.
• Monitor open requests, follow up on outstanding items, and help keep priorities on schedule.
• Assist with general office administration and client-service needs as assigned.

Skills

Communication skills

Organizational skills

Attention to detail

Time management

Multitasking

Confidential information handling

Tools

Microsoft Office

CRM systems

Job description

Administrative Assistant - Financial Services

Location: Hallandale Beach, FL - 100% Onsite
Salary: $50,000 annually
Employment Type: Temp-to-Permanent Opportunity

Local candidates only: Applicants must currently reside in South Florida and be available to work onsite five days per week.

About the Opportunity

Are you an organized, client-focused administrative professional looking to build your career in the financial services industry? We are seeking a polished and dependable Administrative Assistant to support a fast-paced financial sales team and its leadership.

This temp-to-permanent opportunity offers valuable exposure to financial operations, client account administration, and sales support. It is ideal for someone who enjoys keeping people and processes organized while delivering an excellent client experience.

Key Responsibilities

Provide day-to-day administrative support to the sales team and management.

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

Request, collect, and track client account documents to ensure timely completion.

Maintain accurate and up-to-date client information and account records.

Prepare and distribute reports, correspondence, and other account-related materials.

Organize and safeguard confidential financial and client documentation.

Monitor open requests, follow up on outstanding items, and help keep priorities on schedule.

Assist with general office administration and client-service needs as assigned.

Qualifications

Previous administrative, sales-support, or client-service experience.

Excellent written and verbal communication skills.

Strong organizational, follow-up, and time-management abilities.

High attention to detail and commitment to accuracy.

Ability to manage multiple priorities and meet deadlines.

Professional judgment when handling sensitive and confidential information.

Proficiency with Microsoft Office and experience using CRM systems are preferred.

Experience in banking, brokerage, investments, fixed income, or another financial services environment is highly desirable.

What Makes You a Great Fit

You are dependable, proactive, and comfortable taking ownership of your work.

You enjoy supporting clients and contributing to a collaborative team.

You remain organized and professional in a busy, deadline-driven environment.

You are eager to expand your financial services knowledge and grow into a permanent position.

You currently live in South Florida and can commute daily to Hallandale Beach.