FFA is a fast-growing firm that specializes in the unique needs of Floridians with a sole focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams. Unlike most advisors, we go beyond the traditional focus of our clients' personal and financial lives by considering a more important aspect of their financial picture: their profession. FFA has a dynamic culture where employees are eager to succeed; our 'google meets wall street' mentality motivates our advisors and creates a vibrant work environment.
Our company has grown exponentially since opening in 2017, starting with our Florida Offices around Tampa, Orlando, Miami, and Jacksonville. Within the past 8 years we have expanded out of Florida as Tristate Financial Advisors in the Philadelphia, Charlotte, Nashville, Chicago, Savannah, South Carolina, DC Metro area, Charleston, as well as Georgia Financial Advisors in Atlanta and Savannah, Texas Financial Advisors in Dallas, Austin and Houston, and Four Corners Financial Advisors in Phoenix and Las Vegas.
We are seeking a highly organized and detail-oriented Administrative Support Specialist to organize and coordinate our company’s financial planning administration and tracking systems.
The ideal candidate has a background in finance and bookkeeping and thrives in a fast-paced environment. This role plays a key part in supporting advisors, maintaining tracking systems, and ensuring financial planning processes run efficiently.
Position: Administrative Support Specialist
Hours: Full-time (40 hours per week/$20 per hour)
Location: 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634
Responsibilities:
- Creating financial planning contracts
- Sending out financial planning contracts
- Creating and distributing invoices
- Maintaining tracking systems
- Financial planning reporting
- Coordinating with advisors and managers regarding upcoming plans
- Assisting with compliance-related functions
- Performing other general administrative responsibilities
Skills:
- Proven work experience as a Finance Administrator, Finance Assistant or similar role
- Hands-on experience with Excel and Adobe
- Advanced knowledge of MS Excel (creating spreadsheets and charts and using financial excel functions)
- Good understanding of bookkeeping procedures
- Time management, organization skills
- BS degree in Finance, Accounting, or Economics
Securities offered through Trinity Wealth Securities, LLC are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Advisory services offered through Florida Financial Advisors. Please contact your Financial Advisor for information regarding specific investments. Trinity Wealth Securities, LLC, reserves the right to monitor all electronic correspondence. Trinity Wealth Securities, LLC and Florida Financial Advisors, Inc. are affiliated entities
