Administrative Assistant

Job Description Summary

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

Work Experience

Certifications

Travel

Workstyle

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.