Raymond James · 9 hours ago
Receptionist (Part-Time)
Land o Lakes, Florida - United States
Full-time, Part-time
Onsite
New Grad, Entry Level
0+ years expIndependent Financial Services (IFS) is a dynamic financial advisory firm committed to delivering personalized wealth management solutions. They are seeking a part-time receptionist to be the first point of contact for clients and support advisors and operations with various administrative tasks.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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
Qualification
Required
High School (HS) (Required)
General Experience - 7 to 12 months
Preferred
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
Benefits
Competitive compensation package
Professional development support
Career advancement opportunities
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
Company data provided by crunchbase