3 jobs found for Financial in Naples, Florida

Spherion Naples Florida is seeking a Client Relations Associate for a leading Financial Planning Firm dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and comprehensive financial planning, to provide our clients with peace of mind and financial security. Our team is comprised of experienced professionals who are passionate about delivering exceptional service and building long-lasting relatio

Spherion is seeking a skilled and dedicated Trust, Estate, and Probate Paralegal to join a dynamic team.Responsibilities:Assist attorneys with all aspects of trust, estate, and probate administration.Draft and prepare legal documents including wills, trusts, powers of attorney, and probate forms.Manage and maintain client files, ensuring accuracy and confidentiality.Communicate with clients, beneficiaries, and other parties involved in estate matters.Condu

Spherion is seeking a Fiduciary Accountant for a growing Law Firm in Naples, FL.Responsibilities:Identify, collect, analyze, abstract, and organize facts and documents, including wills and trustdocuments.Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheetsrelating to client investments.Extract information for preparation of tax returns as needed.Review estate planning documents, including wills and trust agreeme