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Financial Service Assistant / Administrative Assistant in Naples, FL at Rehmann, LLC

Date Posted: 7/16/2018

Job Snapshot

Job Description

Founded in 1941, Rehmann has grown to become one of the largest CPA, business consulting and financial services firms in the Midwest. Rehmann Robson, Rehmann Consulting, Rehmann Financial and Rehmann Corporate Investigative Services form a synergistic collection of business services that make up Rehmann. Through these subsets, we offer services in the areas of tax, accounting, assurance, business consulting, wealth management and corporate investigative services.

What makes Rehmann one of the best? Real Connections. Real Opportunity. Real Impact.

We believe that long term success is curated by REAL connections that entice you to collaborate with Firm leaders and fellow associates, REAL opportunities that push you to maximize your potential while maintaining a work/life integration, and REAL impact that allows you to use your creative ideas to positively affect not only your Firm and career, but your community and clients too. 

We are seeking a talented Financial Service Assistant to support our Naples & Bonita Springs teams. The position will be based in the Naples office. 

How You Will Make an Impact:

  • Conducting research, gathering & analyzing data and preparing forms and reports
  • Working with an advisory team to assist clients with their wealth management needs
  • Drafting documents, proposals, exhibits, presentations and correspondence
  • Working as a liaison between clients and their financial advisors
  • Ensuring accurate and updated information is maintained in all firm systems
  • Working with custodians and vendors to ensure that client requests are completed accurately
  • Arranging meetings, ensuring agendas are prepared, topics are prioritized and that all necessary objectives are met
  • Working with our team to cross-train in administrative and technical functions 

Your Desired Skills & Experiences:

  • 1-2 years of experience in the financial services industry preferred
  • Associate’s degree in general business or similar education/experience combination
  • Outstanding client service and communication skills
  • Commitment to being an excellent representative of the Rehmann brand
  • Working knowledge of Microsoft Word and Excel
  • Ability to multi-task while still providing outstanding customer service to external and internal clients
  • Ability to thrive in a deadline-oriented, fast-paced environment
  • “Can do” attitude and team player
  • Enthusiasm for helping others be successful
  • Unwavering integrity in all situations


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