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Trade/Sales Assistant

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Robert Half

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Location:
United States , Palm Beach Gardens

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Category:
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Contract Type:
Not provided

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Salary:

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Job Description:

We are looking for a detail-oriented Trade/Sales Assistant to join our team in Palm Beach Gardens, Florida. This Contract to permanent position is ideal for individuals who excel in administrative tasks and have a keen interest in learning about the financial services industry. In this role, you will support critical processes, ensuring data accuracy and smooth operations.

Job Responsibility:

  • Perform accurate data entry and management within Microsoft Excel to support daily tasks and project requirements
  • Monitor financial transactions to ensure funds are allocated correctly and promptly
  • Generate and review daily and weekly reports to verify accuracy and compliance
  • Provide administrative assistance to support the team’s operational needs
  • Answer inbound calls and address inquiries professionally and efficiently
  • Assist in processing account transactions and monitoring cash activities
  • Contribute to buying processes and other trade-related activities
  • Utilize CRM tools effectively to manage client information and interactions
  • Collaborate with team members to meet project deadlines and goals

Requirements:

  • Proven experience in an office or administrative role
  • Proficiency in Microsoft Excel and data processing
  • Familiarity with CRM systems is preferred
  • Strong organizational skills and attention to detail
  • Ability to handle financial transactions and monitor cash activities accurately
  • Excellent communication skills for handling inbound calls and inquiries
  • Interest in or willingness to learn about the financial services industry
  • Capability to produce and analyze reports for verification purposes
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training

Additional Information:

Job Posted:
March 26, 2026

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