Trade/Sales Assistant

Description We are looking for a detail-oriented Trade/Sales Assistant to join our team in Palm Beach Gardens, Florida. This Contract to permanent position is ideal for individuals who excel in administrative tasks and have a keen interest in learning about the financial services industry. In this role, you will support critical processes, ensuring data accuracy and smooth operations.

Responsibilities:
• Perform accurate data entry and management within Microsoft Excel to support daily tasks and project requirements.
• Monitor financial transactions to ensure funds are allocated correctly and promptly.
• Generate and review daily and weekly reports to verify accuracy and compliance.
• Provide administrative assistance to support the team’s operational needs.
• Answer inbound calls and address inquiries professionally and efficiently.
• Assist in processing account transactions and monitoring cash activities.
• Contribute to buying processes and other trade...

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