Client Support Specialist — Flexible Finance Career

Vertilocity; Sarasota (FL); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

New business bonuses

Anniversary bonus

Paid time off

Flexible schedule

401(k) match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Tuition reimbursement

Annual reviews

Job summary

HBKS Wealth Advisors is seeking a dedicated administrative assistant to support our advisor team in Sarasota. You will perform meeting prep, client communications, account processing, and daily office duties to ensure smooth operations for high-net-worth clients.

The role requires strong Microsoft Office and CRM skills, excellent organization, and confidentiality. We offer a comprehensive benefits package and a supportive, growth-oriented environment.

Qualifications

• High school diploma or GED required.
• Degree in Accounting/Finance preferred.
• Office experience or training.
• Financial services experience preferred.
• Proficient with Microsoft Office and CRM systems.
• Excellent communication, organization and computer skills.
• Motivated to complete assignments accurately and efficiently.

Responsibilities

• Perform administrative tasks including preparing for advisor/client meetings and managing calls.
• Handle client requests in a timely, efficient manner.
• Process new/existing accounts including deposits/withdrawals and maintenance.
• Carry out tasks assigned by advisors and principals accurately.
• Maintain a courteous, professional demeanor at all times.
• Keep a neat, organized work environment and files.
• Maintain client confidentiality and strong internal communication.
• Share information with other Client Support Specialists as needed.
• Operate office equipment (copier, fax, calculator, mailmeter, phone).
• Deliver mail and handle daily mail routing; work overtime as needed.

Skills

High School Diploma

Accounting/Finance knowledge

Office experience

Financial services experience

MS Office & CRM

Communication skills

Organization skills

Attention to detail

Education

Accounting/Finance degree preferred

Tools

CRM system

Job description

HBKS Wealth Advisors is seeking a dedicated administrative assistant to support our advisor team in Sarasota. You will perform meeting prep, client communications, account processing, and daily office duties to ensure smooth operations for high-net-worth clients.

The role requires strong Microsoft Office and CRM skills, excellent organization, and confidentiality. We offer a comprehensive benefits package and a supportive, growth-oriented environment.