Administrative Assistant

Job ID
# of Openings


Position Summary

PFM, a leading financial and investment advisory firm, has a position open in our Orlando office for an Administrative Assistant.  This person will be responsible for coordination of webinar trainings offered to our clients, researching and compiling background information, production of official documents, proposals, presentations, as well as administrative and compliance tasks. This fast-paced, deadline-driven job requires a great deal of flexibility, strong organizational and communication skills, and a high degree of attention to detail. Proficiency in Microsoft Word, PowerPoint, and Excel required. Professional presence in the office and while interfacing with clients in person, via phone or email is a must. Bachelor’s degree or 3-5 years equivalent professional work experience required.


An Administrative Assistant at PFM (internally titled “Senior Associate”) is an integral team member who takes ownership of assigned tasks, possesses strong prioritization and excellent organizational skills, is able to manage multiple, time-sensitive tasks from multiple team members.



  • Scheduling and facilitating client meetings and events, including ordering meals, reserving conference space and audio/video needs, etc
  • Planning/coordinating conference events for team (registration, presentations, organizing supplies, shipping, travel arrangements, meals)
  • Coordinate and facilitate webinar training meetings (experience with Webinars preferred)
  • Providing management support on product development projects, episodic and ongoing marketing efforts and market development
  • Assisting with the preparation, proofreading and finalization of proposals, presentations and reports in Microsoft Word, PowerPoint and Excel – includes management of ongoing reporting efforts related to firm-wide marketing efforts and programs.
  • Assisting with travel arrangements and expense reporting
  • Keeping group members aware of schedules/meetings
  • Assisting managers with expense/time forms
  • Serving as a liaison between PFM offices

Other administrative duties as needed


Experience Required

  • Bachelor’s degree or 3-5 years equivalent professional work experience


Knowledge, Skills and Abilities Required:

  • Prior experience using WebEx to schedule webinar trainings
  • Proficient in Microsoft Word, PowerPoint, and Excel
  • Able to research information in response to specific direction
  • Firm command of written English including spelling, punctuation, grammar usage, proofreading, and organization
  • Skill in prioritizing and coordinating given assignments
  • Knowledge of secretarial and general office procedures



  • Professional presence in all communications including phone and email
  • Strong oral and written communication skills
  • Meticulous, organized and creative
  • Ability to prioritize and manage multiple assignments
  • Ability to work independently
  • Commitment to excellence
  • Strong sense of personal responsibility
  • Team player

The PFM Group is an equal opportunity employer (EOE, M/F/D/V) and maintains a drug-free work environment.


Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed