Admin Asst

Fort Myers, Florida
Financial Services
Job Type
US$ 12.00 - US$ 15.00 per hour, $12 - 15 per hour + none
Ref. Number
Denise Gonnelli, Spherion
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Job Description

Prepare correspondence for advisor signature
??? Copy and track all client and practice materials including business correspondence
??? Copy and follow-up with home office on related issues
??? Schedule client appointments and prepare agendas/ forms for appointments
??? Conduct client appointment reminder calls and check-in calls on follow up items
??? Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
??? Perform other allowable duties as assigned by the financial advisor(s)
Greet clients upon arrival and extend hospitality to clients
??? Set up and maintain client management system
??? Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
??? Document client contacts/calls
??? Track client special events and make appropriate contact per established client contact model

Working hours: 8am-5pm

Strong computer skills, attention to detail, good phone skills, able to multi-task

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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