Job details Spherion Naples is seeking an Administrative Specialist to take the next step in a career with a role that combines administrative precision, financial insight, and leadership potential. If you are seeking an opportunity to grow into a leadership role within a dynamic and supportive environment, join our Planning Services team, where you'll play a critical role in preparing client files for their annual reviews and supporting the success of our Advisors. ...
Responsibilities:
The Planning Services team ensures every client meeting is efficient and impactful by:
Using Microsoft Office tools and proprietary Excel-based systems to organize and review client data.
Pulling and analyzing reports to identify key areas for the Advisor's focus, such as missing documents or inconsistencies in financial data.
Preparing comprehensive and accurate client files to facilitate seamless interactions.
This is a computer-intensive, back-office position where attention to detail and precision are essential. While this role starts as a behind-the-scenes position, there???s potential for client engagement and advancement into a Team Lead role.

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

Skills:
Compile and analyze client data using internal tools and software.
Ensure all necessary documents are accounted for and review data for accuracy.
Collaborate with Advisors to address identified issues and opportunities.
Contribute to process improvements and team efficiency.
Strong problem-solving and communication skills with a drive to grow into a leadership role.

Education:
High School

Experience:
1-4 years

Qualifications:
High School Diploma
2+ years proven office experience with a focus on organization and accuracy.
Exposure to financial services is a plus, but not required.
Proficiency in Microsoft Office, especially Excel.
High numerical aptitude and analytical skills.
Excellent organizational and time-management abilities.
Ability to spot discrepancies and ensure data integrity.
Can thrive working autonomously and as part of a team.


Apply Now on this post!!

We offer weekly open interviews Mondays thru Fridays 9:30am-1:30pm

Walk-ins welcome, want to skip the wait....
Call us at 239-494-3044 or send us a text today at 239-263-2998 to schedule an interview!
We are located at:
4964 Tamiami Trail North
Naples, FL 34103

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.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).

Show lessShow more Spherion Naples is seeking an Administrative Specialist to take the next step in a career with a role that combines administrative precision, financial insight, and leadership potential. If you are seeking an opportunity to grow into a leadership role within a dynamic and supportive environment, join our Planning Services team, where you'll play a critical role in preparing client files for their annual reviews and supporting the success of our Advisors.

Responsibilities:
The Planning Services team ensures every client meeting is efficient and impactful by:
Using Microsoft Office tools and proprietary Excel-based systems to organize and review client data.
Pulling and analyzing reports to identify key areas for the Advisor's focus, such as missing documents or inconsistencies in financial data.
Preparing comprehensive and accurate client files to facilitate seamless interactions.
This is a computer-intensive, back-office position where attention to detail and precision are essential. While this role starts as a behind-the-scenes position, there???s potential for client engagement and advancement into a Team Lead role.

Working hours: 8:00 AM - 5:00 PM ...
Skills:
Compile and analyze client data using internal tools and software.
Ensure all necessary documents are accounted for and review data for accuracy.
Collaborate with Advisors to address identified issues and opportunities.
Contribute to process improvements and team efficiency.
Strong problem-solving and communication skills with a drive to grow into a leadership role.

Education:
High School

Experience:
1-4 years

Qualifications:
High School Diploma
2+ years proven office experience with a focus on organization and accuracy.
Exposure to financial services is a plus, but not required.
Proficiency in Microsoft Office, especially Excel.
High numerical aptitude and analytical skills.
Excellent organizational and time-management abilities.
Ability to spot discrepancies and ensure data integrity.
Can thrive working autonomously and as part of a team.


Apply Now on this post!!

We offer weekly open interviews Mondays thru Fridays 9:30am-1:30pm

Walk-ins welcome, want to skip the wait....
Call us at 239-494-3044 or send us a text today at 239-263-2998 to schedule an interview!
We are located at:
4964 Tamiami Trail North
Naples, FL 34103

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.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).

Show lessShow morekey responsibilities

The Planning Services team ensures every client meeting is efficient and impactful by:Using Microsoft Office tools and proprietary Excel-based systems to organize and review client data.Pulling and analyzing reports to identify key areas for the Advisor's focus, such as missing documents or inconsistencies in financial data.Preparing comprehensive and accurate client files to facilitate seamless interactions.This is a computer-intensive, back-office position where attention to detail and precision are essential. While this role starts as a behind-the-scenes position, there???s potential for client engagement and advancement into a Team Lead role.

experience

1-4 years

skills

Compile and analyze client data using internal tools and software.Ensure all necessary documents are accounted for and review data for accuracy.Collaborate with Advisors to address identified issues and opportunities.Contribute to process improvements and team efficiency.Strong problem-solving and communication skills with a drive to grow into a leadership role.

qualifications

High School Diploma2+ years proven office experience with a focus on organization and accuracy.Exposure to financial services is a plus, but not required.Proficiency in Microsoft Office, especially Excel.High numerical aptitude and analytical skills.Excellent organizational and time-management abilities.Ability to spot discrepancies and ensure data integrity.Can thrive working autonomously and as part of a team.

education

High School