This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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