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We are looking for a detail-oriented Administrative Assistant to join our team in Cooper City, Florida. This is a contract position requiring on-site presence during standard banking hours from 8 AM to 5 PM. The ideal candidate will excel at managing administrative tasks and supporting financial document processes while maintaining high levels of organization and attention to detail.
Job Responsibility:
Organize and scan documents to ensure accurate and efficient file management
Coordinate the retrieval and request of financial documents, including tax returns, balance sheets, profit and loss statements, and bank statements
Conduct outreach to members as needed to support administrative processes
Track and follow up on post-loan closing requirements, such as recorded documents
Utilize third-party vendor portals to upload and retrieve necessary files
Support daily administrative operations to ensure seamless workflow
Respond to inbound calls and provide thorough assistance to inquiries
Maintain accurate data entry and document records for financial and lending activities
Assist with receptionist duties, including greeting visitors and managing correspondence
Requirements:
Proven experience in administrative assistance or related roles
Strong skills in managing financial data and supporting commercial lending processes
Proficiency in data entry and maintaining organized records
Ability to handle receptionist duties and answer inbound calls professionally
Familiarity with retrieving and uploading documents via vendor portals
Excellent organizational and multitasking abilities
Effective communication skills to handle member outreach and follow-ups
Nice to have:
Knowledge of financial documents, including tax returns and balance sheets, is preferred
What we offer:
medical, vision, dental, and life and disability insurance