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Trade/Sales Assistant
Robert Half Accountemps
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Palm Beach Gardens, United States
Location
Palm Beach Gardens
Posted
June 20, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
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:
β’ Perform accurate data entry and management within Microsoft Excel to support daily tasks and project requirements.
β’ Monitor financial transactions to ensure funds are allocated correctly and promptly.
β’ Generate and review daily and weekly reports to verify accuracy and compliance.
β’ Provide administrative assistance to support the teamβs operational needs.
β’ Answer inbound calls and address inquiries professionally and efficiently.
β’ Assist in processing account transactions and monitoring cash activities.
β’ Contribute to buying processes and other trade...
Responsibilities:
β’ Perform accurate data entry and management within Microsoft Excel to support daily tasks and project requirements.
β’ Monitor financial transactions to ensure funds are allocated correctly and promptly.
β’ Generate and review daily and weekly reports to verify accuracy and compliance.
β’ Provide administrative assistance to support the teamβs operational needs.
β’ Answer inbound calls and address inquiries professionally and efficiently.
β’ Assist in processing account transactions and monitoring cash activities.
β’ Contribute to buying processes and other trade...