Financial Advisor Assistant jobs in Lee, FL

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ASSISTANT TO FINANCIAL ADVISOR

Perform general administrative duties, including calling clients, responding to emails, and managing calendars. Prepare and edit correspondence, reports, and presentations for meetings. Organize and maintain digital files. Coordin...

CompanyAlliance Financial Group
AddressFort Myers, FL
CategoryAccounting/Finance
SalaryFrom $25 an hour
Job typePart-time
Date Posted 4 days ago See detail

Assistant to Financial Advisor

Alliance Financial Group

Fort Myers, FL

From $25 an hour

Perform general administrative duties, including calling clients, responding to emails, and managing calendars. Prepare and edit correspondence, reports, and presentations for meetings. Organize and maintain digital files. Coordin...