Administrative Assistant (Financial Services)

livingHR • Naples, FL

1d • Onsite

About The Position

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.

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.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees