FINANCIAL PLANNING/ CLIENT RELATIONS

posted:
Location
Naples, Florida
Industry
Finance & Economics (Business and Financial Operations Occupations)
Job Type
Temp to Perm
Working Hours
8:30 AM - 5:00 PM
Salary
US$ 20.00 per hour
Ref. Number
S_59647
Contact
Becky Margiotta, Spherion
Phone
239-494-3044
Apply Now

Job Description

A financial planning management company in North Naples is looking for Financial Planner/ Client Relations Associate. We need someone that is strong with numbers, Excel, attention to detail, team player but can work independently.

Responsibilities:
managing the process of annual client meeting preparation, including data entry, compilation, reporting, and interpretation of data

establishing, updating and maintaining files throughout the process

participation in special projects as needed

Working hours: 8:30 AM - 5:00 PM

Skills:
enjoys working with data and can apply an "analytical eye" when compiling data and creating reports


strong Microsoft Office skills

strong professional verbal and written communication skills

project management skills for both long- and short-term projects

Education:
Associate

Experience:
1-4 years

Qualifications:
2+ years in the financial services industry
professional demeanor to interact with all levels of management, other associates, and counterparts at other professional firms
experience in supporting and assisting financial advisors


*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.

Apply Now