FINANCIAL SERVICES GENERAL OPERATIONS

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_59649
Contact
Becky Margiotta, Spherion
Phone
239-494-3044
Apply Now

Job Description

A Financial Planning company in North Naples is looking for someone with experience in the Finance services who can handle the back office duties.

Responsibilities:
if you have back office/operations experience in the financial services industry, then this is the job for you.

Assisting in operations, including all aspects of client service: account opening, account maintenance, and client meeting preparation.

Taking the lead in directly communicating with team members

Participation in special projects as needed

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

Skills:
strong Microsoft Office skills

strong professional verbal and written communication skills

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

professional demeanor to interact with all levels of management, other associates, and counterparts at other professional firms

Education:
Associate

Experience:
1-4 years

Qualifications:
2+ years in the financial services industry

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