Administrative Assistant

Fort Myers, Florida
Administrative & Support Services (Office and Administrative Support Occupations)
Job Type
Temp to Perm
Working Hours
8:00 AM - 5:00 PM
US$ 10.00 - US$ 12.00 per hour
Ref. Number
Recruiter, Spherion
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Job Description

We are looking for an Administrative Assistant to join a growing Fort Myers team.

This Administrative Assistant position is a full time and fast paced position.

Responsibilities are below but not limited too:
Prepare correspondence for advisor's signature
Copy & track all client & practice materials including business correspondence
Schedule client appointments and prepare agendas/forms for appointments
Conduct client appointment reminder calls & check-in calls on follow up items
Assist the planning assistant, paraplanner, associate financial advisors and advisors
Perform other allowable duties as assigned by the financial advisor
Greet clients upon arrival
Set up and maintain client management system
Write notes or letters to clients on personal letterhead of administrative nature only & administer client appreciation
Document client contacts/calls
Track client special events

Working hours: 8:00 AM - 5:00 PM

The Administrative Assistant Must have the following skills:
Strong organizational and computer skills
Direct attention to detail and organization
Effective communication with clients and other advisors
Effective & efficient time management
Polite & clear phone manner
Ability to multi-task
Ability to adhere to rules & regulations as stated & required by advisor
Positive attitude and sincere willingness to learn & grow

High School

0-1 years

MS Office
Customer Service background


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, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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