Office Administration & Data Entry Associate

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

How to Apply: