Onsite Admin Assistant – Financial Services (Temp-to-Perm)

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

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.