Technology Assistant Salary in Fort Myers, FL

GCE Wealth Management, a well-established investment services firm located in Fort Myers and Naples, FL, is seeking a qualified professional to join the team in the important role of full-time Financial Advisor Assistant.The ideal candidate might be someone who has spent a few years in the financial services industry supporting a book of business and is looking to continue to advance in his/her career in a fast paced environment with a growing firm. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner. Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.Responsibilities:Frequent client contact by phone and emailAssist clients with service needs, including general account questions, account changes, purchases and withdrawals, sending reports and documentsPrepare and process paperwork for new business accurately, includes paperwork for mutual funds, annuities and life insurance productsPrepare and submit client paperwork and financial transactions accuratelyRespond to and correct paperwork not in good orderInform financial advisor of client issues of significant concernSchedule and confirm client appointments by email and phoneDocument client interactions via Redtail CRM, follow up on client meetingsMonitor incoming and outgoing mail, photocopying, scanning, filing and data entryStay apprised on industry and company rules and regulationsAttend branch operations meetings and sales assistant conferencesOther projects and tasks as assignedDesired Experience and Skills:Experience in financial services preferredDegree in Finance, Series 6, Series 65 (or 63 & 66), and insurance licenses preferred Experience with eMoney planning software Detail-oriented and able to work in a fast-paced environmentManage multiple tasks simultaneouslyProficient with Microsoft Office (especially Excel)Ability to develop strong client relationshipsExcellent oral and written communication skillsAbility to work independentlyProblem solver, critical thinker and creative skillsAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questionsQuick and accurate typingNeat and legible handwriting for written paperwork and note-takingTechnology Used:eMoney Planning SoftwareRedtail CRM, Albridge, Docupace, Morningstar, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)Various investment and insurance company websitesWe offer:A supportive and professional work environmentCompetitive compensationAn opportunity for professional growth and advancement

Company: FGCU Location: Fort Myers, FLSchedule: 40 hours, M-F Duration: 6 month contractDay to Day: The Administrative Assistant II provides administrative support to the Associate Vice President & Chief Information Officer (CIO) as well as other unit leaders in the University Information Technology Services (ITS) Department. Performs and/or oversees a variety of associated administrative, fiscal, staff support, and planning activities, some of which require advanced or specialized knowledge and skills, such as budget administration and control, equipment, facilities, and inventory management, specialized record keeping and database management, and/or specified information-gathering projects and tasks. Coordinates and facilitates meetings, program functions, and/or special events, as appropriate. Trains and supervises staff and/or students. May coordinate specified administrative activities and reporting across multiple organizational units within a department.Must Haves: High School diploma5+ years experience in a full-time administrative support role providing budget management, payroll, maintaining calendars, and project coordinationExperience operating a personal computer and proficient with Microsoft Office Excellent written, verbal, and communication skills

Summary The HR Associate position supports the People Strategy prioritizing Customer Care, High Value Transactional Processing and Overall Projects as determined by quarter. As identified, coordination and administrative support to the People team as projects are initiated. The HR Associate role is to learn, roll up the sleeves and offer help as needed to keep the projects going, keep efforts organized and have fun. Collaborates by offering help no matter what the task among the People team relative to Talent Management, Total Rewards, Payroll, and Executive Office support. Primary Responsibilities Customer Care -Learn and then serve and support employees as they have questions, concerns and issues requiring support and care relative to their peoples needs. Email, in-person, help-desk tools. -Offer presence and HR representation during company teaming and events -Help define and demonstrate within the company what Customer Care means to Scotlynn as we evolve as a company. Ensure care to our employees as they are onboarded and to those we look to attract to Scotlynn. Frist impressions are everything. Treat all who need our services with kindness, care, and respect. Project Work Supporting the People Strategy -Support the People Strategy with hands-on daily work to keep projects on track and help other team members wherever needed. Work in a team environment being collaborative as projects get assigned, executed, and completed. -Continuous improvement is critical as we continue to grow; always look for ways to do things better, more efficiently while keeping a simple mindset on how we get work completed. -Exhibit energy and enthusiasm everyday as work gets completed. If you need work and have free time, just ask for more. -Refer to the project list that has been developed for the Associate role. High Value Transactional Work -Day to day processing of important work that impacts our teammates and their pay, benefits, and life changes. This includes our onboarding process, orientation and creating a great first impression and experience for new hires. -Assist in ensuring customer care and critical work is completed during peak times, vacations and change in HR talent. Commitment to roll up the sleeves mindset and teamwork is paramount, and we all jump in together to get the work completed. -Actively learn and expand the Kronos (payroll, talent management system) knowledge, work to hone your knowledge especially in areas you will actively be using. -Support the data sharing and development of regular reporting and ad hoc as requests come in. Knowledge and Skill Requirements Actively working toward a bachelors degree in business management, Human Resource Management. Prior HR intern experience is ideal yet not required.Organizational and time management skillsWhile being developed, can be resourceful, learn on the fly, seek solutions to bring along with the challenges.Technically skilled and comfortable with learning new technology.Ability to multi-task, prioritize work and focus to see projects through to completion.Strong positivity, interpersonal savvy, and communication skills.Positive visibility and presence are required to maintain a professional demeanor & appearance on behalf of the company internally and in the public. Working Conditions Working conditions are normal for an office environment Scotlynns Commitments At Scotlynn, We Are Committed To Providing Equal Opportunity In All Employment Aspects And Value A Diverse And Inclusive Culture. Scotlynn Is An Equal Opportunity Employer. Additional Information Include #SucceedwithScotlynn When Answering The Questionnaire To Show Your Desire To Join Our Team!