Financial Advisor Administrative Assistant

16 May 2024

Odyssey Financial is a boutique investment advisory services firm located in St. Petersburg, FL. Our founder, Nelson S. Stiles, has been working in the financial services industry since 2011 and currently manages investments for over 350 clients. Beyond providing advisory services to his own clientele, Nelson is a servicing representative for BENCOR and several of their public employer Special Pay Plans throughout Florida. We have worked diligently for many years to set ourselves apart in a crowded marketplace by providing the absolute best service possible to our clients. We are consistently growing and in search of an Administrative Assistant who is ready to grow with us for the long term.

About the Job

The primary role will be to provide administrative support to Nelson and his team. This will entail working directly with clients in the processing of new business/servicing paperwork, both physical and electronic. You will also be assisting in servicing our existing clients to make sure their needs are met in a timely and efficient manner. The candidate should be a highly mature and professional individual with strong administrative and computer skills. Securities/Insurance licensing is not required, but experience working in a financial services setting is preferred.


-Provide outstanding customer service to existing and potential clients.

-Communicate with clients in person, in writing and over the telephone to complete paperwork, both physical and electronic.

-Process, manage and finalize detailed financial transactions from start to finish.

-Research and work through complex situations and requests, set suitable expectations and follow through to ensure client's needs are met in a timely manner.

-CRM management and thorough documentation of client relations.

-Perform clerical and other duties as assigned.

Required Qualifications

-Excellent communication skills, time management, personal initiative, superior integrity, trustworthy, positive attitude, critical thinking ability and attention to detail are all absolutely required.

-Must possess strong analytical, organizational and problem solving skills.

-High School or equivalent

-Minimum 2 years administrative experience

-Minimum 2 years of experience using Microsoft Office, Adobe Acrobat and other business processing software

-1-3 years experience in financial services strongly preferred

-Must be fingerprinted and complete FBI background check

Starting pay $15-$20/hr., commensurate with experience and proficiency

Bonuses provided based on exemplary performance

Financial support available for Professional Development (notary public, state licensing, continuing education)

Part-Time and/or Full-Time available, depending on the needs of the best candidate, minimum 30 hours/week

Flexible schedule

Office open Monday-Friday 9-5, closed all government holidays

Well appointed office located in St. Petersburg, FL

  • ID: #51710703
  • State: Florida Tampa bay area 33601 Tampa bay area USA
  • City: Tampa bay area
  • Salary: USD TBD TBD
  • Showed: 2024-05-16
  • Deadline: 2024-07-15
  • Category: Admin/office