Location
Lake Mary, Florida
Job Type
Full-time
Posted
May 16, 2026
Job Description
Job Title: Administrative Assistant
Duration: 12+ Months (Possible extension)
Location: Lake Mary, FL 32746
Onsite Role (4 days a week)
Responsibilities:
Duration: 12+ Months (Possible extension)
Location: Lake Mary, FL 32746
Onsite Role (4 days a week)
Responsibilities:
- Responsible for providing leverage for the entire Tax-Sensitive group relative to administration and support.
- S/he will be a central figure in organizing prospect, client and consultant meetings and events.
- Risk management is a critical function for this role pertaining to internal audit requirements for privacy, confidentiality and record keeping.
- Responsible for reconciling calculated prices, amounts and dates on all municipal bond trade tickets, immediately in the morning after each trading day and provide assistance to the trading desk.
- Will be responsible for maintaining and updating spreadsheets / reports to facilitate trading.
- Assist Product Management with the m...
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