Financial Assistant (Corporate) jobs in Fort Myers, FL

Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

O
Administrative Assistant/Reception
  • Omni Financial Services
  • Fort Myers, FL PART_TIME
  • Part-Time Administrative Assistant

    Who we are:

    Founded in 1980, OMNI Financial Services is an independently owned and operated financial services firm with offices in Fort Myers, Tampa, and Orlando. Our firm provides a wide array of products and services to our clients who include business owners, professionals, and affluent families. Some of our services include fee-based financial planning, retirement planning, wealth management, estate planning, business planning, executive bonus plans, employee benefits and more.

    www.omnifinserv.com

    OMNI Resource Group is a full-service business management consulting firm. We specialize in helping business owners increase their revenues, improve their margins, and become more operationally efficient.

    www.orgconsultants.com

    Who we are seeking:

    We are looking for a part-time assistant to support our team with various administrative functions. Primary responsibilities include answering and screening incoming phone calls, scanning documents into files, executive assistant duties for the owner, handling building maintenance and vendor scheduling, and assisting with the organization of various marketing events.

    Candidates must be proficient in Excel and Word, and they must be able to learn new systems that support the position. Candidates should be detail oriented, able to work independently and must be able to prioritize and manage multiple projects while being a good communicator.

    Work Hours and Compensation:

    This is a part-time position located in Fort Myers, FL. With office hours from 10am – 3pm Monday – Thursday. Starting compensation is $18 per hour.

    We have a stable and successful history that spans over 40 years, and we run our firm like a family. We are very flexible with our work environment, and we like to enjoy our time together. We value honesty, integrity, and dedication.

    ****

    Securities offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA CFGAN Insurance Agency LLC), member FINRA, SIPC. Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.

    Job Type: Part-time

    Pay: From $18.00 per hour

    Expected hours: 25 per week

    Benefits:

    • Flexible schedule

    Schedule:

    • Monday to Friday

    Application Question(s):

    • Are you currently local to Fort Myers? This is Required.
    • Do you have at least 2-5 yrs exp as administrative asst? This is required.

    Work Location: In person

  • 10 Days Ago

M
Assistant Branch Manager - 3718 Tamiami Trail
  • Momentum Financial Services Group
  • Port Charlotte, FL FULL_TIME
  • Company DescriptionAre you a dynamic and driven sales leader? If so, Momentum Financial Services Group wants you to join our team. As an Assistant Branch Manager, you will lead a team of Financial Sal...
  • 20 Days Ago

M
Assistant Sales Manager - 3718 Tamiami Trail
  • Momentum Financial Services Group
  • Port Charlotte, FL FULL_TIME
  • Company DescriptionAre you a dynamic and driven sales leader? If so, Momentum Financial Services Group wants you to join our team. As an Assistant Branch Manager, you will lead a team of Financial Sal...
  • 1 Month Ago

D
Financial Planning Assistant
  • D Gates Wealth Management
  • Cape Coral, FL FULL_TIME
  • Responsibilities: Act as the service point of contact for clients; answer and direct phone calls, voicemails, and manage the office text line Manage overall office appearance and ensure a positive fir...
  • 1 Month Ago

C
Assistant Store Manager
  • Community Choice Financial Family of Brands
  • CAPE CORAL, FL FULL_TIME
  • Overview As an Assistant Store Manager (“ASM”), you will use your customer service and leadership experience to help coach and development our Customer Service Representatives while developing your su...
  • 4 Days Ago

A
Financial Professional
  • Alliance Financial Group
  • Fort Myers, FL FULL_TIME
  • Are you starting to think about a change? Do you feel dissatisfied and unfulfilled with your impact in your current job? Consider becoming a part of the Guardian Network as a Financial Professional wh...
  • 7 Days Ago

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0 Financial Assistant (Corporate) jobs found in Fort Myers, FL area

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Project Manager
  • Lee County Tax Collector
  • Fort Myers, FL
  • **This is an onsite position in Fort Myers. The salary range for this position is $65,000.00 - $90,000.00. New employees...
  • 4/24/2024 12:00:00 AM

C
Financial Advisor
  • Cetera Investment Services LLC
  • Fort Myers, FL
  • The Financial Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/23/2024 12:00:00 AM

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Cyber Warfare Engineer Officer FL
  • Us Navy
  • Fort Myers, FL
  • We are looking for highly skilled professionals charged with mastering the capabilities, tools and techniques required t...
  • 4/22/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Fort Myers, FL
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 4/22/2024 12:00:00 AM

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Portfolio Manager
  • Php Management Services Llc
  • Fort Myers, FL
  • Job Description Job Description Description: About us:Precedent Hospitality and Property Management is a full-service pr...
  • 4/22/2024 12:00:00 AM

B
Server
  • Barrington Terrace of Ft. Myers
  • Fort Myers, FL
  • Position Details Employment Status: Full-Time Shift: All Shifts Are you ready to love your job again? Join The Arbor Com...
  • 4/22/2024 12:00:00 AM

T
Dishwasher
  • Topgolf
  • Fort Myers, FL
  • Overview: ???? Text LETSPLAY to 97211 to apply in 2 minutes! ???? or apply online. WE BELIEVE IN THE UNLIMITED POWER OF ...
  • 4/21/2024 12:00:00 AM

C
Financial Advisor
  • Cetera Investment Services Llc
  • Fort Myers, FL
  • The Financial Advisor is responsible for providing financial planning, financial advice and investment management to ser...
  • 4/20/2024 12:00:00 AM

Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943. Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Corporate) jobs
$51,023 to $70,147
Fort Myers, Florida area prices
were up 1.5% from a year ago

Financial Assistant (Corporate) in Cincinnati, OH
Job Description As an Administrative Assistant with the ability to assist the fund team, every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organisational skills so you can prioritise your day.
December 04, 2019
Financial Assistant (Corporate) in Trenton, NJ
Ensure that financial reporting and property accounting activities reflects proper accountability and transparency.
February 09, 2020
Financial Assistant (Corporate) in Tacoma, WA
The branch ensures that financial resources are managed efficiently and reported in a clear and comprehensive manner, is maintaining the official centralized accounts and producing financial statements for the nations which present a true and fair picture of the financial situation of the Allied Command Operations.  Provides corporate functions ACO-wide and assumes full responsibilities for the Centralized Finance and Accounting services located at SHAPE HQ.
November 30, 2019