Raymond James & Associates, Inc., Research Division

Receptionist (Part-Time)

Raymond James & Associates, Inc., Research Division(26 days ago)

United States, Land O' Lakes, FLOnsitePart TimeJunior$31,760 - $45,719 (estimated)Client Services
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About this role

Independent Financial Services (IFS) is a client-focused wealth management firm delivering personalized financial advisory services. This part-time Receptionist and Administrative Professional will support advisors and clients and help maintain smooth office operations. The role emphasizes professionalism, client service, discretion, and attention to detail within a collaborative team environment.

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Required Skills

  • Reception
  • Phone Handling
  • Scheduling
  • Onboarding
  • Money Processing
  • Documentation
  • Filing
  • Email Management
  • CRM
  • Confidentiality

+1 more

Qualifications

  • High School Diploma

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