Overview
Office Administrative Assistant Jobs in Apollo Beach, FL at Fortunium Wealth Management
Title: Office Administrative Assistant
Company: Fortunium Wealth Management
Location: Apollo Beach, FL
Company Description Fortunium Wealth Management is a comprehensive financial services firm dedicated to building strong foundations for financial growth, supporting long-term success, and preserving client legacies. The firm integrates financial planning, wealth management, insurance solutions, and real estate services to provide tailored strategies for individuals and businesses. Led by Joel Marius, who brings over 26 years of experience in wealth management, insurance, and both residential and commercial real estate, Fortunium emphasizes practical, experience-based solutions. Clients benefit from structured plans, ongoing strategy adjustments, and estate-focused guidance designed to support long-term financial stability and well-being.
Role Description The Office Administrative Assistant is a full-time, on-site role based in Apollo Beach, FL, supporting the daily operations of Fortunium Wealth Management. This role includes managing phone calls, greeting visitors, and handling correspondence in a professional and courteous manner. Responsibilities involve organizing client files, maintaining office records, scheduling appointments and meetings, and assisting with document preparation and data entry. The Office Administrative Assistant will support executives with calendar management, basic reporting, and coordination of client meetings, while ensuring the office environment is orderly, well-supplied, and efficient. This position also requires collaborating with team members, handling confidential information with discretion, and providing reliable administrative support to enhance client service.
Qualifications
- Candidates should possess strong Administrative Assistance and Clerical Skills for managing daily office operations and documentation.
- Candidates should possess professional Phone Etiquette and Communication skills for interacting with clients, partners, and internal team members.
- Candidates should possess Executive Administrative Assistance experience for supporting calendars, meetings, and administrative tasks for leadership.
- Candidates should possess proficiency with office software tools (e.g., MS Office, calendars, email platforms) and basic data entry skills.
- Candidates should possess strong organizational abilities, attention to detail, and time management skills in a fast-paced environment.
- High school diploma or equivalent is required; additional coursework or certification in office administration or business is beneficial.
- Experience in financial services, real estate, or insurance environments is an asset but not mandatory.
- Candidates should possess a high level of professionalism, reliability, and the ability to handle confidential information responsibly.
