Personal Administrative Assistant
Gilman Ciocia - Fort Myers, FL

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Income Tax and Financial Planning firm is seeking a full-time personal administrative assistant with experience in a sales environment.

Responsibilities include :
interfacing with clients,

making appointments,

coordinating promotional activities/events,

completing and processing paperwork within specific deadlines,

researching client and company inquiries,

compiling a variety of portfolio performance reports,

preparation of correspondence and filing.

Job requirements include: Advanced computer skills (Word, Excel, Power Point and Outlook), must be able to work in a fast paced professional environment with the ability to multitask and think independently. Strong administrative, computer and customer service skills are essential. Series 6 or 7 License preferred.
This position will require working out of our BonitaSprings and Fort Myers office.

Monster - 19 months ago - save job - block
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