Jobs Companies United Placement Group Receptionist / Administrative Assistant - Financial Services - Bradenton Office

About this Receptionist / Administrative Assistant - Financial Services - Bradenton Office role at United Placement Group

United Placement Group · Onsite · Bradenton, Florida, United States

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.

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About United Placement Group

United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

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