Administrative Assistant

POSITION: Administrative Assistant 

Location: Fort Lauderdale – HQ

Department: Retirement Income Source

FLSA Classification: Non-Exempt

Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.
 

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Administrative Assistant plays a critical role in managing the Chief Growth Officer’s daily workflow, communication, and priorities. This position requires exceptional organization, professionalism, and meticulous attention to detail to ensure seamless coordination between departments, meetings, and travel schedules. 

Key Responsibilities

• Manage the Chief Growth Officer’s complex calendar and coordinate internal, external, and cross-department meetings using Outlook for optimal scheduling and time management.
• Prepare and proofread executive correspondence, reports, and presentations; serve as the primary point of contact and gatekeeper for the CGO, handling calls, emails, and confidential communications with professionalism.
• Support meetings by preparing agendas and materials, uploading notes and action items, distributing concise post-meeting recaps outlining clear deadlines and responsibilities, and anticipating executive needs for seamless execution.
• Drive project support by tracking deliverables, coordinating timelines, assisting with accurate data entry and Excel updates, supporting technology updates, and other operational tasks as required.
• Plan and manage intricate travel arrangements, including flights, accommodations, ground transport, and meeting itineraries, ensuring all supporting materials and documentation are accurate and accessible.
• Handle confidential assignments and sensitive communications with the utmost discretion and integrity; review and process expense and personnel documents, invoices, and receipts as delegated.
• Lead recognition initiatives for executive milestones, team appreciation, and special communications.
• Support the Operations Manager with departmental projects as needed. 

Must-Have Qualifications

Background and Education:

• High school diploma required, higher education preferred 
• 2-5 years’ professional administrative support experience in a fast-paced environment 
• High levels of professionalism in communication, both written and verbal 

Technology Expertise:

• Microsoft Office: Excel, Outlook, Dynamics 
• Google Drive / Shared Folders: Document organization
• Zoom + Microsoft Teams: Virtual meetings

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account 
• Dental & vision plans 
• Generous PTO + 10 NYSE company holidays per year 
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly vehicle detailing (at additional cost)