# Financial Services Administrative Assistant (On-Site) - Bradenton

> United Placement Group · Bradenton, United States · Full-time · Posted 2026-06-22

**Salary:** USD 16–20

**Workplace:** on_site

**Department:** Corporate Administration

## Description

Administrative Assistant – Financial Services  
Alliance America | Bradenton, FL (Near UTC)  
Full-Time | Monday–Friday | 8:00 AM–4:30 PM | On-Site

**Join a Stable, Respected Financial Firm Where Your Work Matters**

Alliance America is a well-established wealth management and insurance firm with over 40 years of success helping clients protect and grow their financial future. We are seeking a dependable, detail-oriented Administrative Assistant to support our advisory team and keep daily office operations running smoothly.

If you enjoy a structured workday, a professional office environment, and being the person who keeps everything organized and on track, this is an excellent opportunity to build a long-term career in financial services.

What You’ll Do

-   Serve as the first point of contact by answering and directing incoming calls with professionalism and confidence
-   Manage and organize confidential client documents, including scanning, filing, and recordkeeping
-   Coordinate calendars, schedule appointments, and support advisor workflows
-   Handle incoming and outgoing mail and email communications
-   Prepare basic correspondence, forms, and reports
-   Assist with day-to-day office operations and team projects

What We’re Looking For

-   2+ years of experience in administrative support, reception, customer service, call center, or similar role
-   Strong phone presence and comfort handling frequent client interaction
-   Excellent organizational skills and attention to detail
-   Ability to multitask and stay organized in a structured office environment
-   Proficiency with Microsoft Office (Word, Excel, Outlook)
-   Professional communication skills, both written and verbal
-   High level of discretion with confidential information

Preferred (Not Required)

-   Experience in financial services, insurance, banking, or professional services
-   Associate degree in Business Administration or related field
-   Prior experience supporting a team in a client-focused environment

What We Offer

-   Consistent weekday schedule – no nights or weekends
-   Weekly W-2 pay
-   Health, Dental, Vision, and Life Insurance (after 90 days)
-   Paid holidays, PTO, and vacation time
-   Stable, long-standing company with growth potential
-   Supportive, team-oriented office environment with hands-on training

If you’re reliable, organized, and take pride in keeping an office running efficiently, we’d love to hear from you. Apply today to join a team where your contributions truly make a difference.

Alliance America is an Equal Opportunity Employer and values a diverse and inclusive workplace.

## Apply

[Apply at United Placement Group](https://apply.workable.com/unitedplacementgroup/j/9C8ECB3561/apply)

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