Front Desk Admin (Brokerage Services)

Front Desk Admin (Brokerage Services)
Location Fort Myers, FL | Onsite

Compensation & Schedule
• $21/hr- $22/hour max | M-F, 8am -5pm

Role Impact
Step into a key front-line role at a respected financial services firm. As our go-to person at the front desk, you’ll create a welcoming first impression for clients and ensure critical office workflows run smoothly. This is a high-visibility position ideal for someone who thrives on connection, precision, and being part of a team that values trust and professionalism.

Key Responsibilities

• Manage front-desk reception, phone routing, and visitor check-in
• Process incoming/outgoing mail, FedEx, and client checks per internal procedures
• Maintain accurate documentation for check deposits and transaction records
• Provide real-time assistance to clients with general account inquiries
• Support internal RMD (Required Minimum Distribution) processes during fall cycle

Minimum Qualifications

• 1 year of administrative, receptionist, or front-desk experience
• Proficiency in Microsoft Outlook, Excel, and shared document systems
• Strong organizational and time management skills
• High level of accuracy and accountability in daily tasks

Core Tools & Systems

• Microsoft Office Suite (Outlook, Excel, Word)
• Internal CRM platforms (Redtail, Salesforce, or equivalents)
• Electronic check processing systems
• FedEx/USPS mail tracking
• Office phone systems

Preferred Skills

• Familiarity with brokerage or financial services environments
• Experience handling confidential or regulated documentation
• Interest in learning financial transaction workflows