This position requires client service excellence. The role will include scheduling and preparing for meetings, managing client communications, and ensuring operational efficiency. It’s ideal for someone who enjoys both detail-oriented work and building strong client relationships. **Key Responsibilities** + Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients + Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion + Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Assist with compliance documentation and recordkeeping + Coordinate mailings and gifting + Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures + Performs other duties and responsibilities as assigned **Knowledge, Skills and Abilities:** + Proficiency in Microsoft Office Suite + Proficiency in CRM software + Exceptional communication skills + High attention to detail and a client-first mindset + General office practices, procedures, and methods + Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines + Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns **Preferred Qualifications** + Bachelor’s degree preferred + SIE, series 7 & 66 licenses OR willing to obtain within specified period _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._