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Front desk position at a financial institution

Caldwell Trust Company Sarasota, FL
  • Expired: over a month ago. Applications are no longer accepted.

We are seeking an Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.

Responsibilities:

  • Plan and schedule appointments and events
  • Greet and assist clients and guests
  • Answer inbound telephone calls
  • Implement organized filing system
  • Order and stock office supplies
  • Perform all other office tasks

Qualifications:

  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Strong attention to detail
  • ​Strong organizational skills
  • Positive and motivated attitude

Caldwell Trust Company

Why Work Here?

Private company where employees are family!

Caldwell Trust Company offers many services related to investment management and assisting in estate planning. We offer fiduciary services to help meet each client's wealth and estate planning goals. Trust Officer will advise to successfully protect and transfer client wealth. We are happy to discuss charitable giving strategies aligned with investment objectives to support the causes that matter to our clients. Trust Officers can provide an asset analysis and planning to help clients realize the full potential of their wealth. We offer close personal attention to preserve estate values.

Address

1561 Main Street, Sarasota, FL 34236
Sarasota, FL
USA