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Job Details
Financial Services - Planning Services
Ciccarelli Advisory Services
Job Start Date:
06/25/2020
Type of Position:
Full Time
Number of Openings:
1
Job Location & Contact:
9601 Tamiami Trail N
Naples
,
FL
34108
239-262-6577
Email
Job Description:
Do you like to work with numbers and data? Do you have experience in the financial services industry? If so, Ciccarelli Advisory Services has a unique opportunity for someone like you. We are a family-focused comprehensive financial planning firm located in Naples, Florida that has been serving our family of clients for over 35 years. This position will include: Managing the process of annual client meeting preparation, including data entry, compilation, reporting, and interpretation of data Establishing, updating and maintaining files throughout the process Participation in special projects as needed
Experience Required:
2+ years in the financial services industry Enjoys working with data and can apply an “analytical eye” when compiling data and creating reports Experience in supporting and assisting financial advisors Strong Microsoft Office skills Strong professional verbal and written communication skills Project management skills for both long- and short-term projects Professional demeanor to interact with all levels of management, other associates, and counterparts at other professional firms
How to Apply:
Please email your resume to ciccarelli@cas-naplesfl.com.
Application Deadline:
Jan 01, 1900
Submit your resume
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