Finance Software Administrator

posted:
Location
Naples, Florida
Industry
Finance & Economics (Business and Financial Operations Occupations)
Job Type
Temp to Perm
Working Hours
8:00 AM - 2:00 PM
Salary
US$ 1.00 per hour
Ref. Number
S_39288
Contact
Ashley Hagaman, Spherion
Phone
239-494-3044
Apply Now

Job Description

Specifically this individual will be responsible for data entry into the system, maintaining integrity of the database, working with the advisors to creating financial plans within the system, training staff, communicating key initiatives to staff.

Responsibilities:
We are looking for an individual that has experience with financial planning software, eMoney software experience a plus. The individual that we are looking for would be technologically savvy, would have had some financial services experience. Currently, this is a role that is part time (about 6 hours/a day) but could potentially grow to full time. We would be looking for an immediate start.

Working hours: 8:00 AM - 2:00 PM

Skills:
Assist both clients and advisors with the financial planning software
Front-facing with clients and back-facing with our team
Poactively provide your expertise and support to our advisors and staff with your knowledge of our financial planning software.
Work closely with advisors to assist in creating plans, assist in resolving issues, training staff and clients, and assisting with various projects.

Education:
Associate

Experience:
1-4 years

Qualifications:
Several ways to Apply-
*Apply in Person MONDAY- FRIDAY between the hours of 9:30am -1:30pm or call our office to schedule an appointment.
*4964 Tamiami Trail North, Naples FL 34103
*Apply on line www.spherionjobcentral.com
*Email your Resume by replying to this post
*Call our office at 239-494-3044 for more information.


Spherion_gtwb_naples

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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