Finance Office Administrative Specialist

TalentBridge; Sun City Center (FL); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Benefits package

Job summary

Talentify in Sun City Center, FL is seeking an Administrative Assistant to provide administrative, clerical, and front-office support within a professional financial services environment. This role serves as a primary point of contact for clients and visitors while supporting day-to-day operations.

The ideal candidate has strong customer service skills, excellent attention to detail, and experience with reception, administrative support, scheduling, document handling, and Microsoft Office.

Qualifications

• High school diploma or equivalent required.
• At least 6 months in administrative, clerical, receptionist, customer service, banking, or financial services experience.
• Strong verbal and written communication skills with a professional, customer-focused approach.
• Proficiency with Microsoft Outlook, Word, and Excel; strong organizational skills and attention to detail.

Responsibilities

• Answer and direct incoming phone calls professionally.
• Greet clients and visitors; provide front-desk support.
• Assist clients with routine questions and service requests.
• Manage incoming/outgoing mail, including postage and distribution.
• Maintain organized physical and electronic files and records.
• Prepare, scan, copy, and organize documents.
• Perform data entry and general administrative tasks.
• Assist with routine client service requests, including money movement transactions.
• Support check deposit activities following policies and controls.
• Maintain confidentiality of client and company information.
• Follow established procedures and escalate questions when needed.
• Help maintain a professional, organized, client-focused office environment.

Skills

Strong verbal and written

Professional and customer-focused

Strong organizational skills

Multitask and prioritize

Discretion with confidential info

Education

High School Diploma, GED, or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Talentify in Sun City Center, FL is seeking an Administrative Assistant to provide administrative, clerical, and front-office support within a professional financial services environment. This role serves as a primary point of contact for clients and visitors while supporting day-to-day operations.

The ideal candidate has strong customer service skills, excellent attention to detail, and experience with reception, administrative support, scheduling, document handling, and Microsoft Office.