Annex Wealth Management, LLC

Description Join us in our NEW Office in the heart of Naples, Florida Annex Wealth Management is a 5-time Best Places to Work recipient. Join our team to find out why We are an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management’s growth. Check us out on LinkedIn and our YouTube Channel Office Administrator – Naples, FL The Office Administrator directs and assists clients as they come into the office. This role also has a hand in the day-to-day operations and responsible for the organization and efficiency of daily office operations. From scheduling client meetings, to communicating between departments, you will be responsible for completing multi-level tasks in a professional and timely manner. Your Role Manage the reception area and staff to ensure effective communication both internally and externally Provide office guests with a hospitable experience Supervise the maintenance of office areas, equipment, and facilities Interact with IT, phone and building personnel as needed Assist with additional company projects Requirements 1-3 years’ experience in an office administrator role Proficiency in Microsoft Office suite Excellent written and verbal communication skills Ability to multi-task, organize, and prioritize work Must have superior communication skills, both written and verbal Must be highly organized and self-motivated with a sense of urgency What You Can Expect In return for your talent, time and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid holidays, vacations, and a 401(k) plan. Equal Employment Opportunity Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply. J-18808-Ljbffr

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