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Veterans Sourcing Group | Lake Mary, Florida, United States | Posted May 16, 2026
Position Overview
Job Title: Administrative AssistantDuration: 12+ Months (Possible extension)Location: Lake Mary, FL 32746Onsite 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...