Administrative Assistant (Financial Services)
Reports to: Naples President
Employment Type: Full-Time and On-site
ABOUT THE COMPANY
Join an independent wealth management company built on relationships, not transactions with a mission to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. Clients are served across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. The team is close-knit, community-minded, and committed to doing right by their clients—and each other.
WHAT YOU’LL DO
As the Receptionist, you’ll play a vital dual role in ensuring the smooth operation of the office while providing high-level administrative support to senior leadership. You’ll be the first point of contact for visitors and clients, creating a welcoming and professional environment.
Reception Duties
Serve as the welcoming face of the office—greet visitors and clients with warmth and professionalism.
Answer, screen, and direct incoming phone calls.
Provide general information and respond to basic inquiries.
Manage incoming and outgoing mail and deliveries.
Maintain a clean, organized, and presentable front desk and reception area.
Schedule and manage meeting rooms and shared spaces.
Must-Have Requirements
Proven experience as a receptionist, administrative assistant or similar.
Excellent communication skills with a natural sense of hospitality and professionalism.
Strong organizational skills and attention to detail.
Adaptable to last minute changes with a high sense of urgency.
Proficient in Microsoft Office Suite (Word, Excel, Outlook) and an interest in learning new systems.
Familiarity with office equipment (printers, copiers, phone systems).
Ability to maintain confidentiality and handle sensitive information.
Experience working with leadership teams.
Nice-to-Haves
Experience in a professional or financial services environment.
Familiarity managing vendor relationships or office budgets.
WHY YOU’LL LOVE WORKING HERE
You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.
Health & Wellness: Company-paid comprehensive medical insurance. Optional dental and vision plans available at employee cost.
Financial Benefits: 401(k) with an annual company contribution.
Work-Life Balance: Generous PTO, paid holidays, and a supportive team culture.
Wellbeing: Access to mental health resources and wellness initiatives.
Culture: Annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.
#LI-MW1
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Experienced Technical Account Manager to lead API-driven partner onboarding, troubleshoot integrations, and deliver partner-facing BI using MySQL and Tableau.
Experienced HR leader needed to build and scale people strategy at a small private equity firm, driving culture, performance, rewards, and compliance in a hybrid San Francisco office.
Support store operations and associate development at a busy Dollar Tree location by assisting with customer service, merchandising, inventory, and daily opening/closing tasks.
Experienced pediatric cardiac RN with leadership skills needed to support unit operations and clinical excellence at MUSC's nationally ranked Pediatric Heart Center.
Northwestern Medicine is hiring a Patient Access Ops Coordinator to manage staffing, training, scheduling and daily operations that ensure seamless patient registration and access delivery.
Republic Indemnity seeks an experienced Sr. Claims Processing Technician to organize high-volume workers' compensation claim files and support claims staff while helping improve operational efficiency.
Support luxury retail operations as a Back Office Associate at Diamonds Direct, managing inventory, vendor relationships, and store administrative processes.
Veolia is hiring an Administrative Coordinator in Arkadelphia to manage clerical tasks, maintain records and reports, coordinate meetings and travel, and support the project team with administrative operations.
Visa is hiring a Site Reliability Engineer in Austin to help automate operations, resolve incidents, and drive reliability improvements across critical payment systems.
Rowan Digital Infrastructure is hiring a Business Operations Senior Associate in Denver to standardize processes, support cross-company projects, and coordinate executive approval workflows to drive operational excellence.
Carbon Health seeks an experienced Center Manager in San Mateo to lead clinic operations, drive patient experience, and ensure regulatory and financial accountability.
Lead material flow engineering and warehouse optimization for Anduril’s Columbus manufacturing operations, driving inventory accuracy, lean processes, and ERP/WMS execution to support high-rate production.
Westlake is hiring a Senior Production Planner to own production scheduling and supply optimization for the Polyethylene Group at its Houston corporate office.
Omnicare (CVS Health) is hiring a Back-End Pharmacy Technician to manage medication packaging, fulfillment and inventory for long-term care pharmacy operations.
Clean Earth is hiring a Construction Manager to direct operations, safety, regulatory compliance, and staff at its Northeastern Beneficial Use Facilities.
Designing meaningful workplace experiences, where people are supported.
12 jobs
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
