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Beacon Hill Associates is seeking an Administrative Assistant to support a premier wealth management office in Tampa, FL.
This is a fantastic contract opportunity to play a key role in supporting advisors and office operations within a highly professional, client-focused environment. In this role, you’ll manage administrative processes, handle client documentation, and assist with daily office needs to ensure smooth and efficient operations.
Daily Duties:
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Provide administrative support to advisors, anticipating and completing client-related tasks.
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Manage office needs including inventory reviews, expense reporting, and travel/entertainment coordination.
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Review, scan, and file client documents (trust, legal, account opening) into electronic folders.
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Determine appropriate handling of physical files (onsite storage, offsite storage, or shredding).
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Participate in special projects and provide backup support to other teams as needed.
Top Three Daily Tasks:
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Reviewing, scanning, and filing client documentation.
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Managing office administrative needs such as expenses and travel coordination.
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Supporting advisors with project-based or client-related tasks.
Ideal Candidate:
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3+ years of administrative experience; compliance or financial services background a plus.
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Extremely organized with strong attention to detail.
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Proficiency with Microsoft Office Suite.
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Strong written and verbal communication skills.
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Ability to multitask in a fast-paced, professional environment.
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Capable of lifting up to 20 lbs and handling physical file management.
Additional Details:
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Location: Tampa, FL (onsite)
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Hours: Monday-Friday, 8:00 AM – 5:00 PM
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Duration: October 1 – December 31, 2025 (possibility of extension into 2026)
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Pay Rate: $22-25/hour
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Culture: Business professional, high-net-worth client environment
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Training: Virtual onboarding provided
If you’re a dependable, detail-oriented professional who thrives in a polished, client-focused environment, we encourage you to apply today through Beacon Hill Associates.
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