Financial Assistant Professional

Job OverviewGCE Insurance & Wealth Management is a reputable investment services firm in Fort Myers and Naples, FL. We are seeking a qualified professional to join our team as a full-time Financial Advisor Assistant.This role requires excellent customer service and problem-solving skills to provide information to our advisors and clients efficiently and...

Job OverviewWe are seeking a detail-oriented Financial Assistant to join our team at Kalayjian Consulting Inc. As a vital member of our small accounting firm, you will be responsible for providing comprehensive administrative support, assisting with bookkeeping tasks, managing documents, handling mailings, and ensuring the smooth operation of our office.Key...

Job DescriptionAs an Office Administrator/Bookkeeping Assistant at Kalayjian Consulting Inc, you will play a vital role in ensuring the smooth operation of our office and assisting with bookkeeping tasks.Main ResponsibilitiesManage documents, handle mailings, and ensure accurate financial records.Assist in preparing financial reports, maintaining accurate...

Key ResponsibilitiesAssist clients with annuity account maintenance, non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, and death claims.Update databases with closed accounts, portfolio values, and general information, ensuring accuracy and consistency.Support clients with online registrations for accessing accounts via Orien or...

Job DescriptionWe are seeking an experienced Financial Administrative Assistant to join our team at Kalayjian Consulting Inc. The successful candidate will provide comprehensive administrative support, assist with bookkeeping tasks, manage documents, handle mailings, and ensure the smooth operation of our office.Main Responsibilities:Bookkeeping and...

Company OverviewSNI Financial is a reputable firm seeking an experienced professional to join our team. We are dedicated to providing exceptional services in the field of taxes and accounting.

We are looking for a highly skilled Administrative Assistant - Financial Services to join our team at AIR EXPRESS HVAC LLC. In this role, you will provide administrative support to our finance department, including tasks such as data entry, bank reconciliation, and preparing financial reports.Duties and Responsibilities:Provide administrative support to the...

Job DescriptionPrideStaff - Fort Myers is looking for a highly organized Financial Assistant to join their team. As an Accounting Assistant, you will be responsible for various tasks, including entering payables, reconciling vendor balances, and performing file maintenance. Your strong analytical skills and attention to detail will be essential in this...

Job OverviewAs a Financial Services Representative with Brandon Mauler - State Farm, you will be responsible for marketing and selling financial products that manage everyday risks. With a focus on customer education and sales skills, this role is ideal for individuals who are passionate about helping others navigate their financial options.Salary and...

Company OverviewHBK CPAs & Consultants is a leading accounting firm that offers a unique blend of public accounting services and consulting expertise. With hundreds of collaborating professionals, we have created thousands of close, caring, supportive client relationships.Our growth requires talented individuals who are capable, dedicated, and passionate...

Job OverviewWe are seeking a detail-oriented and organized accounting professional to join our team in Fort Myers. The ideal candidate will have a strong background in accounting and a passion for maintaining financial accuracy.This role is crucial for ensuring our financial records are up-to-date and compliant. As an accounting specialist, you will maintain...

We are seeking a detail-oriented and organized Bookkeeper to join our team in Fort Myers, Florida.Job DescriptionMaintain accurate financial records and ledgers, process accounts payable and receivable, prepare and reconcile bank statements, assist with monthly, quarterly, and annual financial reporting, manage payroll processing and employee records, ensure...

Job Description:The role of the Executive Assistant is to provide high-level administrative support to executives, ensuring they operate efficiently and effectively. This includes managing calendars, prioritizing meetings, and coordinating travel arrangements.A key aspect of this position is identifying and accommodating the preferred support methods for...

Job OverviewGCE Insurance & Wealth Management, a reputable investment services firm in Florida, is seeking a skilled professional to join the team as a Financial Advisor Assistant.This full-time position requires exceptional customer service and problem-solving skills to effectively support advisors and clients. The ideal candidate should have experience in...

Job OverviewWe are seeking a meticulous Detailed Financial Recorder to join our team in Fort Myers, FL.Main Responsibilities:Maintain accurate financial records and ledgersProcess accounts payable and receivablePrepare and reconcile bank statementsAssist with monthly, quarterly, and annual financial reportingQualifications:Associate's degree in accounting,...

Career Advancement OpportunitiesAs a Strategic Financial Advisor at Suncoast Credit Union, you will have the chance to build a rewarding career in wealth management while making a meaningful impact on our members' lives. With a focus on financial planning and investment advice, this role offers a unique blend of challenges and opportunities for growth. Our...

Job SummarySuncoast Credit Union is seeking a Financial Planning Expert to join its team. As a key member of our wealth management division, you will play a vital role in providing comprehensive financial planning and investment advice to our valued clients.About the RoleThis position involves working closely with clients to understand their financial goals...

Job Title: Financial Services Liaison About Equity Trust: Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold. With an Equity Trust account,...

**Job Overview:** Financial Support SpecialistWe are looking for a highly skilled Financial Support Specialist to join our team in Fort Myers, Florida. As a Financial Support Specialist, you will be responsible for providing support to our accounting team, including data entry, financial reporting, and vendor management.Key Responsibilities:Enter financial...

Discover a dynamic career opportunity as a Financial Planning Specialist with Jobot. Our organization is dedicated to providing personalized and professional financial services to high net worth individuals, small businesses, self-employed professionals, and freelancers across specialized industries.Dynamic Professional EnvironmentWe offer a fast-paced and...