17 account coordinator jobs at 17 companies in Estero, FL
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Account Manager, WM Advisory
Sarasota or Naples
OnsiteFull Time
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOECoordinate account administration for trust, custodial, and advisory accounts; strong communication, analytical and organizational skills; in-depth knowledge of personal trust/estate services; Peoplesoft experience; college degree and 5+ years servicing experience preferred.
High school diploma or GED required; current P&C license or willingness to become licensed; familiarity with AMS 360 and Microsoft Office; strong customer service and organizational skills.
AMS 360, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
New Account Coordinator (Fort Myers, FL, US, 33916)
Fort Myers, Florida, United States
OnsiteFull Time
CintasNasdaq: CTAS: Provides managed uniform programs and facility services to businesses.
1+ YOEHigh school diploma/GED, 1+ year office or project management experience, proficiency with Microsoft Office (Word, Excel, Outlook), valid driver's license, strong customer interaction and data-entry skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
Euro-Wall Systems: Designs and manufactures custom folding and sliding door systems.
3+ YOE3+ years in account management, customer service, or project coordination; strong organization, multitasking, verbal and written communication, problem solving, and Microsoft Office proficiency.
Pyramid Global Hospitality: Operates and manages hotels and resorts globally.
2+ YOEHigh school diploma/GED, 2+ years billing/accounting or hospitality finance experience, proficiency with PMS/ONQ, POS and Delphi.fcd, direct billing experience, strong accounting knowledge and communication skills.
The Boat House: Multi-location marine dealership providing boat sales and services.
3+ YOE3+ years closing/settlement/funding or related transaction coordination experience; strong reconciliation and documentation review skills; Microsoft Office/Excel proficiency; excellent organization, communication, and problem-solving.
Rich Mathews - State Farm Agent: An insurance and financial services agency helping customers manage risk and plan for the future.
Strong organizational and customer service skills; experience in insurance or related field preferred; ability to manage customer accounts and coordinate with underwriters.
PulteGroupNYSE: PHM: Constructs residential homes and provides mortgage financing services.
1+ YOEBachelor's degree required; 1-3 years contracts or closing experience (homebuilding preferred); knowledge of accounting principles, contract law, Microsoft Office; strong prioritization, written and oral communication skills.
MarineMaxNYSE: HZO: Retailer of recreational boats, yachts, and related marine services.
Operational and administrative support for F&I; strong communication, organization, and attention to detail; customer-focused with ability to work in a team.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year customer service experience, cash handling, fraud awareness, knowledge of retail banking procedures, strong customer service and communication skills, and ability to work Saturdays.
Shadow Wood Country Club: Private member-owned club providing golf, dining, and recreational amenities.
5+ YOE5+ years progressive accounting experience, bachelor\u0002s in accounting/finance or equivalent, GAAP knowledge, payroll, reconciliations, audit coordination, budgeting, staff supervision, and Microsoft Excel proficiency.
Financial Controller | Dr Brown's Group of Companies
Fort Myers, Florida, United States
HybridPart Time
Northshore Medical & Aesthetics Center: Medical facility providing family medicine, laboratory, and aesthetic services.
Qualified accountant (CPA/CA/ACCA/CIMA) with audit and controllership experience, US tax coordination, multi-entity finance, ecommerce/Shopify and systems experience; strong Excel and commercial finance skills.
Advatix: Provides technology-driven supply chain, fulfillment, and logistics services.
Manage estate and trust administration, prepare inventories/schedules/accountings, draft probate pleadings and fiduciary documents, assist with Form 706/709/1041, coordinate deadlines, and maintain client communication.