Job Description

Job Description

Job Description

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:

Note: Background check required upon offer of employment

Stillwater Financial Group, formerly known as Long Financial Services, Inc., provides the unique, personal service your financial future demands. Nothing is more important than knowing your hard-earned money is safe and working for you. Leslie Roberts, Founder and CEO of Stillwater Financial Group, has over 25 years of experience in the industry and takes her business to each client's kitchen table, getting to know you on a personal level and finding out what will work best for you and your money.

Company Description

Stillwater Financial Group, formerly known as Long Financial Services, Inc., provides the unique, personal service your financial future demands. Nothing is more important than knowing your hard-earned money is safe and working for you. Leslie Roberts, Founder and CEO of Stillwater Financial Group, has over 25 years of experience in the industry and takes her business to each client's kitchen table, getting to know you on a personal level and finding out what will work best for you and your money.

Job Tags

Similar Jobs