Top 360 Accounting finance Jobs in Naples, Fl

Compliance & Operations Associate
Capital Wealth Planning —Naples, FL
- $55,000 - $60,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
7d
Accounting Associate
Hunter International, Inc —Naples, FL
- $60,000 - $70,000 a year
- Microsoft Word
- Microsoft Outlook
- Customer service
Quick Apply
Accounts Payable
Borelli Construction of Naples —Naples, FL
- Full-time
- Entry level
Quick Apply
Financial Advisor (Sales) Fortune 100 Firm
Northwestern Mutual The South Florida Group —Naples, FL
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- No experience needed
- Finance
- Business development
- Paid training
- Health insurance
Quick Apply
8d
Accounting & Tax Manager
Everforth, Cybercoders —Bonita Springs, FL
- $80,000 - $120,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
Quick Apply
13d
Fiscal Clerk
Collier County Sheriff's Office —Naples, FL
- From $25.51 an hour
- Full-time
- Computer literacy
- Office
- Data entry
Accounting Technician
Collier County Clerk of the Circuit Court and Comptroller —Naples, FL
- $52,373 a year
- Full-time
- Microsoft Outlook
- Writing skills
- Basic math
- Health insurance
- Dental insurance
Accountant I
Collier County Clerk of the Circuit Court and Comptroller —Naples, FL
- $58,912 a year
- Full-time
- Word processing
- Research
- Office
- Health insurance
- Dental insurance
12d
Accounts Payable Specialist I
Arthrex —Naples, FL
- Word processing
- Basic math
- Continuous improvement
- Paid parental leave
- Health insurance
Accounts Receivable
Jeff Wilson Pools —Naples, FL
- $49,920 - $57,000 a year
- Mid-level
- Office
- 3 years
7d
Budget Analyst I - GMCD - Operations & Regulatory Management
Collier County, FL —Naples, FL
- $56,646 - $91,767 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
4d
Financial Analyst General Ledger
NCH Healthcare System —Naples, FL
- 8 hour shift
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Accounting Manager
Naples Bay Resort —Naples, FL
- $75,000 - $80,000 a year
- Full-time
- Office
- GAAP
- Senior level
- Health insurance
- Paid time off
Quick Apply
Internal Auditor I
Herc Rentals —Bonita Springs, FL
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid parental leave
- Health savings account
Financial Analyst General Ledger
NCH —Naples, FL
- 8 hour shift
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Automobile Dealership Accounts Payable Accountant
Naples Nissan —Naples, FL
- $22 - $25 an hour
- Full-time
- Dealership
- Mid-level
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
2027 Staff Accountant
Novogradac & Company —Naples, FL
- $65,000 - $70,000 a year
- Weekends as needed
- Hybrid work
- Microsoft Excel
- Writing skills
- Research
- Profit sharing
- Paid holidays
General Career Inquiries
Moran Wealth Management —Naples, FL
- Entry level
Accounting Technician – Accounts Receivable
Yellowstone Landscape —Naples, FL
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Analyst Cost Accounting
NCH —Naples, FL
- 8 hour shift
- Microsoft Excel
- Microsoft Outlook
- Mid-level

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accounting finance jobs near naples, fl

Compliance & Operations Associate

Capital Wealth Planning -
Naples, FL

Quick Apply

Job Details

Full-time
$55,000 - $60,000 a year
7 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Interpersonal skills
Spreadsheets
Analysis skills
Bachelor's degree
Attention to detail
Problem-solving
Productivity software
Technical Proficiency

Full Job Description

Capital Wealth Planning is a third-party asset manager who offers its investment strategies to other firms in a sub-advisory capacity. As a Compliance & Operations Associate, you will play an integral role in supporting the day-to-day operations of the firm and assisting the Chief Compliance Officer (CCO) with the administration of the firm's compliance program. This role is responsible for helping ensure regulatory compliance, supporting the firm’s operations, and maintaining efficient policies and procedures. The ideal candidate is highly organized, detail-oriented, and able to balance multiple priorities.

Key Responsibilities:

Ensure ongoing compliance with the Investment Adviser’s Act of 1940, the Investment Company Act of 1940, SEC rules, and other applicable federal securities laws.
Conduct compliance testing to evaluate the effectiveness of internal controls for compliance with applicable regulatory requirements and corporate policy
Maintain documentation according to the firm’s policies and procedures.
Assist with regulatory reporting and regulatory filings – Form ADV 1, 2, 3, 13F, 13H, N-PX, etc.
Maintain compliance calendars and monitor regulatory deadlines.
Assist with the annual compliance review.
Review and track employee Code of Ethics reporting, annual certifications, and personal securities transactions.
Respond to internal and external inquiries.
Ensure firm’s data is accurately reported to various third-party databases.
Complete quarterly and annual due diligence questionnaires on the firm and its investment strategies.
Maintain client records and data integrity within the firm's CRM and portfolio accounting systems.
Maintain existing and develop new standard operating procedures to improve efficiency and consistency.
Coordinate requests and communicate with third parties to resolve operational issues.
Maintain performance composites in line with the Global Investment Performance Standards.
Perform other duties as assigned or required.

Essential Business Experience and Technical Skills:

1-3 years of relevant work experience within the financial services industry is preferred.
Bachelor’s degree in finance or related field required.
Proficiency with Microsoft Excel, Word, and PowerPoint is required.
Strong verbal and written communication skills.
Experience using Orion or a similar portfolio accounting system is preferred.
Experience using Redtail or a similar CRM system is preferred.
Experience with a Registered Investment Adviser, broker-dealer, or financial institution is a plus.
Strong analytical skills and knowledge of the financial services industry - experience with SMAs and ETFs is preferred.

Salary:

$55,000 - $60,000

Benefits:

We offer comprehensive health benefits, PTO, 401(k) with company matching, and more.

Schedule:

M-F 8:30-5:00

Work Location:

Onsite - Naples, FL
This is a remote position

Pay: $55,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

accounting finance jobs in naples, fl

Compliance & Operations Associate

Accounting Associate

Accounts Payable

Financial Advisor (Sales) Fortune 100 Firm

Accounting & Tax Manager

Fiscal Clerk

Accounting Technician

Accountant I

Accounts Payable Specialist I

Accounts Receivable

Budget Analyst I - GMCD - Operations & Regulatory Management

Financial Analyst General Ledger

Accounting Manager

Internal Auditor I

Financial Analyst General Ledger

Automobile Dealership Accounts Payable Accountant

2027 Staff Accountant

General Career Inquiries

Accounting Technician – Accounts Receivable

Financial Analyst Cost Accounting

I want to receive the latest job alert for accounting finance in naples, fl

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