Administrative Assistant

Job Description Summary

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.

IFS offers a competitive compensation package, professional development support, and career advancement opportunities.

Job Description

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.

Key Responsibilities

• 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

Preferred Qualifications

• 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
• Financial services experience is a plus but not required

Independent Financial Services and its employees are independent contractors with respect to Raymond James ; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Education

High School (HS) (Required)

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Resident