Administrative Assistant (Financial Services)

Reports to: Naples President  

Employment Type: Full-Time and On-site  

ABOUT THE COMPANY

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.

Reception Duties

• 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. 

Must-Have 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. 

WHY YOU’LL LOVE WORKING HERE 

You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.  

• 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.