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

Pyramid Consulting, Inc

Data Center Technician(Break fix) Job at Pyramid Consulting, Inc

 ...Immediate need for a talented Data Center Technician(Break fix). This is a 12 months contract opportunity with long-term potential and is located in Temple, TX (Onsite) . Please review the job description below and contact me ASAP if you are interested. Job ID:2... 

Cheyenne Regional Medical Center

Registered Nurse Job at Cheyenne Regional Medical Center

 ...A Day in the Life of a Registered Nurse: The Registered Nurse assesses, plans, implements, evaluates and supervises individual patient care...  ...in Bedside Shift Report. Collaborates with the Clinical Nurse Manager to assure the integration of the ANAs Scope &... 

LeaderStat

Executive Director Job at LeaderStat

CONFIDENTIAL search Bed-size: Below 100 Shift/Schedule: M-F 8-5 Expecting to need someone until March Looking for someone to oversee operations and remain compliant with Nevada policies and regulations.

McFarlin Stanford

Landscape Designer Job at McFarlin Stanford

 ...Professional to join our team. This role requires strong knowledge and proven success in selling both softscapes (planting, lawns, gardens) and hardscapes (patios, walkways, retaining walls, outdoor living spaces). Our company core software Aspire Software gives you... 

Pryor Associates Executive Search

Life Asset Management/ERM Actuary - PR13023A Job at Pryor Associates Executive Search

Life Asset Management/ERM Actuary opening in Hartford, CT. Provide portfolio optimization, capital management, asset management, ERM analysis, and software development for numerous Life insurance companies. Ideal candidate is ASA or pre-ASA with 5+ years of asset management...