Administrative Assistant Job at Raymond James (Land o Lakes)

Administrative Assistant

Raymond James

Location:
United States , Land o Lakes

Category:
Office Administration

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Independent Financial Services (IFS) is a dynamic and client-focused financial advisory firm committed to delivering personalized wealth management solutions. Our team thrives on collaboration, integrity, and continuous growth. We’re seeking an Administrative Professional to support our advisors and clients with precision and care. The role is ideal for someone who enjoys helping people, creating a welcoming environment, and keeping the office running smoothly behind the scenes. You’ll be the first point of contact for clients — both in person and over the phone — and a key support partner for our advisors and operations team. The right person brings professionalism, warmth, and a steady presence to the front desk while handling a variety of administrative tasks with accuracy and care.

Job Responsibility:

Greeting clients and creating a welcoming, professional environment
Answering phones, routing calls, and taking accurate messages
Managing calendars and scheduling client appointments
Supporting client onboarding tasks and workflow steps
Processing money movements under advisor direction (check requests, transfers, ACH forms, contribution/withdrawal paperwork)
Ensuring accuracy, proper documentation, and adherence to firm procedures
Light administrative work: scanning, filing, organizing documents
Inbox monitoring and routing emails to the appropriate team members
Updating CRM records and entering basic client information
Maintaining office organization, supplies, and general tidiness
Protect client confidentiality and handle sensitive information with discretion

Requirements:

High school diploma or equivalent required
Previous experience in a receptionist, administrative, or client‑service role
Strong attention to detail and accuracy, especially with client information and money movement forms
Comfort with basic office technology (phones, email, scanning, scheduling tools, CRM basics)
Ability to multitask and stay organized in a steady, client‑focused environment

Nice to have:

Financial services experience is a plus but not required

What we offer:

Competitive compensation package
Professional development support
Career advancement opportunities

Additional Information:

Job Posted:
March 11, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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