Office & Client Service Administrator - Fort Myers, FL

Advisor Talent Solutions•Fort Myers, FL

3d•$50,000 - $55,000

About The Position

Advance your career and truly make a difference as an Office & Client Service Administrator. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills to join a well-established Independent Advisory and Financial Service Company. At Advantage Retirement in Fort Myers, FL , we are seeking a full-time administrator who thrives in a client-focused environment and is proficient with technology. In this pivotal role, you’ll support the Advisory team, carry out essential office and administrative functions , and deliver exceptional client service. You will help create a positive client experience, foster strong relationships, and ensure compliance and smooth day-to-day operations—all while representing the firm with a positive attitude, attention to detail, solid work ethic, and proactive approach. We offer a welcoming work environment, competitive pay, and opportunities for professional and personal growth for the go-getter.

Requirements

Strong organizational skills
Excellent written and verbal communication
Attention to detail and commitment to accuracy
Proactive management style and consistent follow-through
Ability to multitask in a fast-paced office environment
Professional and personable demeanor
Experience with MS Office Suite and quick learning of new software
CRM experience (Salesforce, Wealth Box, Redtail, etc.)

Nice To Haves

Associate’s Degree preferred
2+ years’ experience in the financial industry

Responsibilities

Receive incoming client calls and provide friendly, professional service
Manage and resolve client service requests, such as account openings, closings, transfers, and beneficiary/address changes
Process new client applications
Enter prospects and maintain client interactions in the CRM/database
Keep CRM updated with all client communications
Prepare client review summaries and meeting materials for Advisors
Manage and coordinate calendars, schedule, reschedule, and confirm appointments
Assist with client updates, reports, mailings, and other administrative tasks
Support Advisors with follow-up on marketing leads
Work independently and proactively toward business and personal goals
Build and nurture relationships with prospects and clients
Maintain professional communication within the team and with clients
Run errands as needed
Participate in projects and initiatives to enhance client experience