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Wealth Management Admin & Client Services Specialist
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-07-31
Listing for:
Hillsboro Bank
Full Time
position Listed on 2026-07-31
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry
Job Description & How to Apply Below
BT Wealth Advisors in Tampa, FL is seeking an Administrative Assistant to support a high-performing wealth management team. You will handle scheduling, document prep, data entry, and general office coordination to help ensure smooth daily operations.
The ideal candidate is detail-oriented, professional, and able to manage multiple routine tasks in a fast-paced environment, with strong Microsoft Office skills and familiarity with CRM systems.
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