14350051
Located in Bonita Springs, FL
Pay: $60,000
Job Full Description
Wealth Management Company is looking for Administrative Support.
Express Employment Professionals has collaborated with a local wealth management firm in search of an Administrative Assistant. This role involves direct interaction with clients and is essential to the firm's operations. The company fosters an exceptional team atmosphere and is committed to supporting employees in their professional development.
Job Responsibilities:
- Answer phones warmly and professionally
- Prepare and follow up on paperwork
- Assist with client reports, mailings, marketing, and pre-appointment prep
- Communicate with clients and prospects
- Perform other administrative tasks as needed
Qualifications:
- ATTENTION TO DETAIL IS IMPERATIVE
- Friendly and professional demeanor
- Administrative skills
- Experience with Microsoft suites
- Strong communication skills
- Must pass FBI background check
- Must have 700 credit score or higher
- Will need to pass the Series 65 exam.
Company offers a matching 401k, paid time off and a work/life balanced schedule
- $60,000~: starting salary
- $70,000~: after 1–2 years of experience and securities license
- $100,000~ ($80,000 salary + $20,000 bonus): 3 years of experience and financial planning classes
Apply online:
Take the first step toward your success. E-mail resumes directly to jobs.naplesfl@expresspros.com or
apply with Express today!
https://www.expresspros.com/NaplesFL/Job-Openings.aspx
We are located at:
3358 Woods Edge Circle Suite #102
Bonita Springs FL, 34134
https://goo.gl/maps/hPJYsKPBsiFaLxbH8
Need more information about this job?
Call the office today: 239-498-5000
Follow us on social media for information regarding job postings, open house and more:
Facebook: https://www.facebook.com/ExpressProsNaples/
Instagram: expresspros.naplesfl
LinkedIn: https://www.linkedin.com/company/expressprosnaplesfl/ #naplesfl3223
Naples, FL
3223
3358 Woods Edge Circle
Suite 102
Bonita Springs, FL 34134
Apply Now Email Us