Office Administration & Data Entry Associate Job at Independent Financial Partners (IFP), Tampa, FL

L1RBeEJsaXBCWnkxZjRJZ2hBT1ZpUzQ3
  • Independent Financial Partners (IFP)
  • Tampa, FL

Job Description

About IFP

We are a broker-dealer and RIA providing support to financial advisors in all areas of their business: compliance, technology, marketing, operations, practice management, and more. Our goal is to be the easiest and most frictionless firm to work with for financial advisors and we are looking for creative and talented people to help us perpetually strive toward that goal. At IFP, innovation and user experience drive everything that we do. We are growing fast, and as we grow, we are excited to provide current and prospective employees new and exciting opportunities.

Why Join Us?

At IFP, we believe in fostering a supportive and collaborative environment. We offer a competitive salary, comprehensive benefits, and opportunities for professional growth. Join us to be a part of a team that values your contribution and empowers you to make a difference.

Overview:

The Office Administration & Data Entry Associate plays a vital role on our Business Processes team, ensuring smooth day-to-day operations and contributing to a welcoming and well-maintained office environment. This position involves a variety of responsibilities, including managing data entry, ordering supplies, arranging travel accommodations, and scheduling meetings. We are seeking a motivated individual with strong organizational skills and attention to detail who is eager to grow within our company. This entry-level role provides a unique opportunity to learn about our firm and industry while developing valuable skills. The ideal candidate will demonstrate a commitment to operational excellence and a proactive approach to contributing value to our organization.

Key Responsibilities:

  • Accurately perform data entry tasks across multiple platforms
  • Order office supplies and manage inventory
  • Coordinate hotel and flight reservations
  • Maintain cleanliness and organization of kitchen areas and other communal spaces
  • Receiving and distributing mail
  • Assist in implementing and optimizing operational processes in coordination with the Business Processes department
  • Support various administrative tasks as needed
  • Coordinate and schedule interviews
  • Assist with vendor management
  • Coordinate and schedule home office visits for prospective advisors during the recruitment process
  • Plan and organize office events
  • Book conference rooms

Qualifications:

  • Proven experience in administrative roles or similar.
  • Strong organizational and multitasking skills.
  • Excellent communication and interpersonal abilities. Must be able to communicate in a timely and professional manner.
  • Familiarity with data entry and Microsoft 365.
  • A keen eye for detail and a proactive approach to problem-solving.
  • Desire to learn and grow

Featured Benefits:

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • LTIP

Job Tags

Home office,

Similar Jobs

BritePros Medical Staffing

Nurse Practitioner - Orthopedics Job #2857 Job at BritePros Medical Staffing

 ...Nurse Practitioner Orthopedics To $104K Chicago, IL Job # 2857 Who We Are? BritePros Healthcare Staffing is completely committed to sourcing only the best administrative and clinical talent in the healthcare industry. Our pool of candidates within the world... 

Resilience Enterprises

Brand Ambassador Job at Resilience Enterprises

 ...As a Brand Ambassador on your team, you would be responsible for providing exceptional customer service, driving sales, and ensuring a positive experience for customers. This role requires a combination of product knowledge, communication skills, and the ability to build... 

Insight Global

Bank Teller Job at Insight Global

 ...Job Description: A client of Insight Global is seeking a bank teller to join their team. The ideal candidate will be responsible for providing exceptional service to customers by handling routine financial transactions, resolving inquiries, and promoting the banks products... 

PACE, Inc

Territory Sales Manager Job at PACE, Inc

 ...annual booking requirements and programs and can present them professionally. Recognize and address training opportunities within dealerships sales, parts, and service departments. Monitors competition, develops and maintains competitive comparisons by gathering... 

iContact Camera

Marketing Manager Job at iContact Camera

 ...Marketing Manager On-Site | Sausalito, CA | Full-Time $80k/year - $130k/year About iContact Camera iContact Camera is transforming video communication with innovative hardware and software tools that enhance engagement, memory retention, and trust. Our patented...