What are the responsibilities and job description for the Office Assistant position at Stillwater Financial Group?
Job Title: Office Assistant
Location: In-Home Office Environment
Schedule: Monday – Friday, 9:00 AM – 5:00 PM
About Us
Stillwater Financial Group is a small, successful, and long-established financial firm located in Boca Raton, FL, known for our fast-paced yet collaborative work environment. We pride ourselves on exceptional service, long-term client relationships, and a unique office culture. We are seeking a dependable, detail-oriented Office Assistant to join our team and support daily operations, with a focus on client service, compliance tracking, and administrative support.
Key Responsibilities
New Business Processing
- Prepare paperwork and documentation based on advisor instructions
- Process new accounts and forward confirmations to clients
Compliance Support
- Log all incoming and outgoing monthly correspondence
- Assist with quarterly carrier reports
- Support preparation efforts for annual broker-dealer audits
Client Meeting Preparation
- Print and organize client account summaries and reports
- Prepare new account packages for upcoming meetings
Administrative Duties
- Handle incoming/outgoing mail and email communications
- Maintain organized and up-to-date physical client files
- Monitor and replenish office supplies and printed materials
- Assist with incoming client calls and provide courteous resolutions
Qualifications
- High school diploma required; Associate’s or Bachelor’s degree preferred
- Prior administrative experience
- Proficiency in Microsoft Office Suite
- Financial services or insurance industry
- Strong written and verbal communication skills
- Excellent attention to detail and accuracy
- Highly organized with ability to prioritize and multitask
- Trustworthy and professional; able to handle confidential information
- Friendly and customer service-focused demeanor
Preferred Skills
- Experience with CRM software (e.g., Redtail, Salesforce, etc.)
- Familiarity with financial services terminology or workflow
- Understanding of basic investment or insurance products
- Flexible and eager to grow with evolving business needs
Compensation & Perks
- Competitive salary based on experience
- Two weeks paid vacation annually
- Casual attire welcome in a professional, home-office setting
Check us out!
Website: https://www.stillwaterfinancialgroup.com/
Note: Background check required upon offer of employment
Salary : $60,000 - $75,000