63147 K Strategies Group Jobs

Generational Strategies Group in Naples, FL are experts in advanced estate and tax planning strategies. We help our clients Preserve, Protect and Perpetuate a lifetime of hard work onto the people they care most about, children, grandchildren, and charity.

Our firm was founded as an Estate planning consulting firm. Our clients being owners of privately-owned family businesses, corporate executives and high net worth individuals, our mission is to help them build a comprehensive estate plan that will deliver their lives work to who they want, when they want, and how they want.

We are seeking an Administrative Assistant to join our team. You will perform clerical and administrative functions in order to drive company success. There is opportunity for growth and advancement.

Responsibilities:

• Draft correspondences and other formal documents
• Plan and schedule appointments and events
• Greet and assist onsite guests
• Answer inbound telephone calls
• Develop and implement organized filing systems
• Perform all other office tasks
• Create presentations in Microsoft PowerPoint

Qualifications:

• Previous experience in office administration in finance or insurance industries preferred
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• ​Strong organizational skills

Compensation:

• Competitive salary based on experience
• Benefits may be negotiable