Skip to Main Content
Administrative Assistant, Client Service
FirstPointe Advisors, LLC Fort Lauderdale, FL

Administrative Assistant, Client Service

FirstPointe Advisors, LLC
Fort Lauderdale, FL
  • $47,000 to $52,000 Yearly
  • Vision , Medical , Dental , Paid Time Off , Retirement
  • Full-Time
Job Description

The role of the Administrative Assistant is to manage and support the day-to-day responsibilities of the Partners. The role will handle a wide range of administrative tasks, manage schedules, facilitate communication, and serve as a liaison between the clients, team members, and outside vendors of the firm.

Duties and Responsibilities

- Firm Ambassador

- Maintain the calendar of the partners.

- Schedule appointments, meetings, and events for the partners.

- Coordinate with other parties to ensure availability and logistics are in place.

- Anticipate conflicts and proactively resolve scheduling issues. Assist team members with their projects and answer incoming calls.

- Screen and manage phone calls, emails, and other correspondence.

- Prepare detailed itineraries and ensure all travel documents are in order.

- Handle last-minute changes or emergencies during travel.

- Prepare meeting agendas, materials, and presentations.

- Take meeting minutes and follow up on action items.

- Coordinate logistics for meetings, including room bookings and catering.

- Order office supplies and maintain inventory as needed.

- Assist in the planning, execution, and follow-up of special projects or events.

- Collaborate with other team members to ensure project deadlines are met.

- Conduct research and gather information to support decision-making.

- Handle sensitive information with utmost confidentiality and discretion.

Company Description
FirstPointe Advisors, LLC is a full-service property tax service provider. We provide our clients with the experience of a national firm with a regional focus. Our primary focus is to provide our clients with property tax appeal services and to be their trusted advisor and partner concerning all things property tax related. Our services range from filing and presenting appeals, researching and obtaining tax bills to filing personal property tax returns to ensure compliance with local jurisdictions. Our firm aims to act as an extension of our clients’ tax and asset management teams.
Why Work Here?
Great culture!!

FirstPointe Advisors, LLC is a full-service property tax service provider. We provide our clients with the experience of a national firm with a regional focus. Our primary focus is to provide our clients with property tax appeal services and to be their trusted advisor and partner concerning all things property tax related. Our services range from filing and presenting appeals, researching and obtaining tax bills to filing personal property tax returns to ensure compliance with local jurisdictions. Our firm aims to act as an extension of our clients’ tax and asset management teams.

Address

FirstPointe Advisors, LLC

6301 NW 5 Way

Fort Lauderdale, FL
USA

Industry

Business

Website

Posted date

18 days ago

How can the hiring manager reach you?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

FirstPointe Advisors, LLC job posting for a Administrative Assistant, Client Service in Fort Lauderdale, FL with a salary of $47,000 to $52,000 Yearly and benefits including retirement, vision, dental, medical, and pto with a map of Fort Lauderdale location.