Financial Relationship Representative

What We’re Looking For…
We are seeking a full-time Financial Relationship Representative to join our team! Our Financial Relationship Representative is an integral part of our team at the Legacy Foundation at Shell Point, serving as a key member of the Daily Money Manager team in various capacities providing outstanding service to clients and family members. 
Job Functions (essential):
  1. Conducts presentation of Daily Money Management program to new and potential clients and completes new client enrollment process
  2. Responsible for reconciling monthly bank statements and investment accounts for clients
  3. Oversees Medicare Part D program for Shell Point residents, enrolls residents in their choice of insurance program as requested  and maintains spreadsheet
  4. Makes copies of insurance cards for Shell Point Pharmacy, Medicare billing, vault file and client and distribute as appropriate
  5. Assists with client insurance claims
  6. Visits with clients and residents throughout the community
  7. Oversees client income tax compilation at year-end and maintains tax spreadsheet
  8. Serves as Notary  and witness of legal documents
  9. Answers telephones, greets clients and makes appointments
  10. As assigned by the Financial Services Manager and the Executive Director
Knowledge, Skills, Abilities, and Other Requirements:
  • Experience in delivering outstanding customer service in banking, trust, financial, insurance or accounting industries
  • Proven proficiency in using Microsoft Office including Outlook, Word, Excel, and QuickBooks
  • Must be highly organized and be able to handle multiple priorities effectively
  • Excellent ability to communicate clearly, concisely and appropriately based upon the situation and/or problem in both verbal and written form
  • Must consistently represent the Shell Point Core Values of Caring for, Serving and Satisfying residents and employee
  • Must demonstrate exemplary ethical behavior
What You’re Looking For…
One of the top 25 employers in Lee County, Shell Point boasts a caring and compassionate work environment where employees genuinely care for the residents they serve. It is an environment of kindness and dignity that sets us apart from the rest. With approximately 2,400 residents and more than 1,100 employees, Shell Point Retirement Community is the largest of its kind in the State of Florida and the second largest in the country. We believe, as our residents and employees do, that Shell Point is a truly unique place and may represent the smartest choice you can make for your future.
Employees mean everything to us which is why we strive to provide a total compensation package that is so much more than just a paycheck. In addition to pay, total compensation includes health and wellness plans, rewards and incentives, perks and paid time-off as well as an assortment of other benefits that aim to increase financial security, offer professional development, and promote a healthy, fulfilling life. We recognize that our continued and unparalleled success as one of the largest life care communities in the country is thanks to our team of dedicated, compassionate, and talented employees who choose to make Shell Point their second home. Our commitment is to offering them a great work environment with competitive pay, great benefits and perks.
Health & Wellness
  • Medical, Vision & Dental
  • FREE Onsite Health Clinic with FREE Generic Prescriptions
  • 403(b) with Company Match plus 3% profit share
  • Generous Paid Time Off (PTO)
  • Group Term Life Insurance
  • Free Annual Flu Shot
  • Employee Assistance Program
  • Discounted Employee Café
  • Bridge Toll Reimbursement
  • Corporate Discounts
  • Tuition Discounts & Scholarships
  • Interest Free Emergency Loan Program
  • Referral Bonus
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, marital status, or any other characteristic protected by law.