About this Receptionist / Administrative Assistant - Financial Services - Bradenton Office role at United Placement Group
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 You’re the First Point of Contact
Alliance America is a well-established wealth management and insurance firm with over 40 years of success serving clients. We are seeking a professional, friendly, and organized Receptionist / Administrative Assistant to serve as the face of our office and support daily operations.
If you enjoy working with people, keeping things organized, and creating a welcoming, professional environment, this is a great opportunity to build a long-term role in financial services.
What You’ll Do
- Greet clients and visitors, creating a welcoming and professional first impression
- Answer and route incoming calls with confidence and professionalism
- Schedule appointments and help manage advisor calendars
- Maintain a clean, organized, and client-ready front office
- Handle incoming and outgoing mail, packages, and general office communications
- Assist with light administrative tasks such as scanning, filing, and document organization
- Support the team with day-to-day office coordination as needed
What We’re Looking For
- 2+ years of experience in reception, front desk, customer service, or administrative support
- Strong phone presence and comfort interacting with clients throughout the day
- Friendly, professional demeanor with excellent communication skills
- Highly organized with strong attention to detail
- Ability to multitask and stay on top of a steady daily workflow
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Reliable and punctual with a strong sense of responsibility
Preferred (Not Required)
- Experience in financial services, insurance, banking, or professional office settings
- Prior front desk or receptionist experience in a client-facing environment
- Associate degree in Business Administration or related field
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 take pride in being the person who keeps the office running smoothly and creates a positive experience for every client who walks through the door, we’d love to connect with you.
Apply today to join a team where your role truly matters.
Alliance America is an Equal Opportunity Employer and values a diverse and inclusive workplace.