Top 79 Private family office Jobs in Naples Fl

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Naples, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
12d
APP/PA Clinic (Estero/Bonita)
Florida Cancer Specialists & Research Institute —Bonita Springs, FL
- Overtime
- Background check
- Nursing
- Marketing
- Tuition reimbursement
- 401(k) matching
Independently Licensed Mental Health Therapist (PTSD) - Florida
Rebound —Florida
- Weekends as needed
- Remote
- LMFT
- Licensed Clinical Social Worker
- Mid-level
- Paid parental leave
- Health insurance
Quick Apply
APP Clinic (Naples)
Florida Cancer Specialists & Research Institute —Naples, FL
- Overtime
- Background check
- Nursing
- Hospital
- Tuition reimbursement
- 401(k) matching
11d
APRN/PA Clinic (Naples)
Florida Cancer Specialists & Research Institute —Naples, FL
- Overtime
- Background check
- Nursing
- Hospital
- Tuition reimbursement
- 401(k) matching
Telepsychiatrist
Array Behavioral Care —Florida
- Full-time
- Remote
- Psychiatry
- Mid-level
- 1 year
- Health savings account
- Disability insurance
Quick Apply
Registered Nurse (RN)
VITAS Healthcare —Marco Island, FL
- $36 - $40 an hour
- Full-time
- Skilled nursing facility
- RN License
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Direct Sales Agent Specialist (1645)
Direct Auto —Bonita Springs, FL
- $20 an hour
- Online Application
- US work authorization
- Fair chance
- Marketing
- Paid training
- Paid holidays
3d
Mental Health Therapist - Florida
NOCD —Florida
- Weekends as needed
- Remote
- LMFT
- Licensed Clinical Social Worker
- Mid-level
- Paid parental leave
- Health insurance
Quick Apply
General Manager
WeDriveU —Naples, FL
- $115,000 - $125,000 a year
- Full-time
- CDL B
- Google Workspace
- 5 years
- Commuter assistance
- Paid holidays
Quick Apply
Director of Land Planning
RVi Planning + Landscape Architecture —Bonita Springs, FL
- Office
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health savings account
7d
Fundraising Professional
Green.Earth —Naples, FL
- $110,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- Commercial
Quick Apply
Dispatcher
WeDriveU —Naples, FL
- $20.78 an hour
- Full-time
- Mid-level
- Team management
- Commuter assistance
- Paid holidays
Quick Apply
3d
SENIOR GIFT OFFICER
Avow Hospice —Naples, FL
- $85,000 - $110,000 a year
- Microsoft Outlook
- 5 years
- Word processing
- 403(b) matching
- Mileage reimbursement
Quick Apply
Private Banker & Market Leader
Central Bancompany —Naples, FL
- Finance
- Bachelor's degree
- Travel
Business Relations Manager
VSF Capital Structuring —Naples, FL
- $36,000 - $120,000 a year
- Part-time
- Hybrid work
- Mid-level
- Business development
- In-person
- Dental insurance
- 401(k)
Quick Apply
Lead Teacher (Naples Center)
Florida Gulf Coast University —Naples, FL
- Full-time
- School experience
- Classroom
- CPR Certification
- Health savings account
- Paid holidays
PWM Private Wealth Advisor
U.S. Bank National Association —Naples, FL
- $143,905 - $186,230 a year
- Full-time
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
Contact Center Representative
Florida Cancer Specialists & Research Institute —Naples, FL
- Full-time
- Background check
- Microsoft Excel
- High school diploma or GED
- Tuition reimbursement
- 401(k) matching
PRN LPN or RN for Private Duty Nursing Case
McKenney Home Care —Bonita Springs, FL
- $35 - $40 an hour
- Part-time
- Background check
- CPR Certification
- Vital signs
- Health insurance
- Dental insurance
Quick Apply
6d

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private family office jobs near naples fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Naples, FL

Quick Apply

Job Details

Full-time
12 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Executive administrative support
Employee relationship building
Bachelor's degree
Client services
Business Administration
Account management

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or a related field preferred
Experience in brokerage operations and compliance within the financial services industry would be highly beneficial
Prior Raymond James experience preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Location:
Clearwater, FL, with flexibility for candidates located in the Naples or Tampa areas to work from a nearby Steward Partners office.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

private family office jobs in naples fl

Registered Client Administrative Manager

APP/PA Clinic (Estero/Bonita)

Independently Licensed Mental Health Therapist (PTSD) - Florida

APP Clinic (Naples)

APRN/PA Clinic (Naples)

Telepsychiatrist

Registered Nurse (RN)

Direct Sales Agent Specialist (1645)

Mental Health Therapist - Florida

General Manager

Director of Land Planning

Fundraising Professional

Dispatcher

SENIOR GIFT OFFICER

Private Banker & Market Leader

Business Relations Manager

Lead Teacher (Naples Center)

PWM Private Wealth Advisor

Contact Center Representative

PRN LPN or RN for Private Duty Nursing Case

I want to receive the latest job alert for private family office in naples fl

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