Administrative Assistant

Revolt Financial • Full-time • Miami-Fort Lauderdale Area, US • $65k - $80k / year • 1w ago

Administrative Assistant – Financial Services

Location: Hybrid or Remote; based in the Tri-County Area (Miami-Dade, Broward, or Palm Beach, FL)

Compensation: $65,000 to $80,000 depending on experience | Full-Time | W2 with benefits

About the Role:

Our client is seeking a highly organized and proactive Administrative Assistant to support the lead advisor of a growing financial services firm. This is an operational and support-focused role. The right candidate will manage daily administrative tasks, coordinate client service, and keep the advisor’s schedule and inbox on track. The ideal person is disciplined and detail-oriented, with experience in a financial, insurance, or professional services environment. This role offers remote flexibility for the right candidate, with a preference for those based in South Florida.

What You’ll Do:

Monitor the advisor’s inbox daily, triaging messages, tracking follow-ups, and reducing email overload
Manage and protect the advisor’s calendar, including scheduling select client meetings and preserving time for deep work and projects
Maintain client service dashboards and live tracking of review schedules, policy renewals, and planning follow-ups
Proactively coordinate client meetings and ensure prep work and updates are ready in advance
Gather and organize documentation for insurance applications or investment service requests, packaging clean submissions for the processing team
Track submission status and ensure each case reaches completion without bottlenecks
Support marketing follow-through, including birthday reminders, relationship management lists, and client appreciation campaigns
Keep the advisor informed daily of priorities, outstanding items, and next steps
Serve as a polished and professional point of contact for client communication
Maintain working knowledge of compliance standards and help ensure communication and submissions meet firm guidelines

What We’re Looking For:

3+ yearsin an administrative support, executive assistant, or client service role
Experience in financial services, insurance, or a broker-dealer environment preferred
Strong organizational, communication, and follow-through skills
Self-motivated, responsive, and adaptable, with a proven ability to work effectively in a remote or hybrid setting
Tech-savvy and comfortable using email, CRMs, task management tools, and Microsoft Excel
Understanding of basic compliance guidelines in financial services is helpful
Active Florida 2-15 License or Series 7 License preferred