Top 281 Entry level associate Jobs in Boca Raton Fl

IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Advisory Support Associate
Concorde Investment Services —Boca Raton, FL
- $50,000 - $60,000 a year
- Full-time
- Office
- Data entry
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
1d
Investment Associate (Financial Services)
Hennion & Walsh Inc —Boca Raton, FL
- $30,000 - $61,000 a year
- Customer service
- Office
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Customer Support Associate
Celsius —Boca Raton, FL
- Email
- Microsoft Outlook
- Office
- Data entry
- Paid holidays
- Disability insurance
Quick Apply
Associate Plan Support Consultant - FULLY REMOTE
Slavic401K —Boca Raton, FL
- $21.39 - $28.00 an hour
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Quick Apply
5d
Service Associate - Night
EōS Fitness —Boca Raton, FL
- $16 - $17 an hour
- Overtime
- Inventory management
- Computer literacy
- Microsoft Office
- Paid holidays
- Dental insurance
Quick Apply
Operations & HR Administrative Assistant (Hybrid)
ARKA GRILL COMPANY LLC —Pompano Beach, FL
- $24 - $27 an hour
- Part-time
- Hybrid work
- Microsoft Outlook
- Computer literacy
- Office
- Mileage reimbursement
- Dental insurance
Quick Apply
2d
Warehouse Associate - Entry Level
Ferguson Enterprises, LLC —West Palm Beach, FL
- $15.61 - $23.41 an hour
- Full-time
- Background check
- Forklift
- Residential
- Paid parental leave
- Health insurance
8d
Retail Sales Associate
Skechers USA Retail, LLC —Deerfield Beach, FL
- $15.00 - $15.91 an hour
- Part-time
- 18 years or older
- Merchandising
- No high school diploma
- On-the-job training
- Flexible schedule
Quick Apply
Production Associate I
The Shade Store —Pompano Beach, FL
- $15 an hour
- Full-time
- Basic math
- High school diploma or GED
- Ability to lift 50 pounds
- Disability insurance
- Health insurance
Quick Apply
Admissions Representative
NRG MGMT LLC —Boca Raton, FL
- Full-time
- High school diploma or GED
- Associate's degree
- 2 years
- Health insurance
- Dental insurance
Associate Specialist - Technical Applications Group
Nestlé Health Science —Boca Raton, FL
- Monday to Friday
- Microsoft Excel
- Basic math
- Bachelor's degree
Service Desk Morning Shift
Planet Fitness —Delray Beach, FL
- $14 - $15 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- Maintenance
- 401(k) matching
Quick Apply
Veterinary Receptionist
BluePearl Vet, LLC —Fort Lauderdale, FL
- $18 - $27 an hour
- Weekends as needed
- US work authorization
- Communication skills
- Entry level
- Pet insurance
17h
Health Information Specialist I
Datavant —Pompano Beach, FL
- Overtime
- 18 years or older
- Computer literacy
- HIPAA
- Health insurance
- Dental insurance
Entry Level- Part Time Office Services/Hospitality Assistant
IST Management Services —Boca Raton, FL
- $16 an hour
- Part-time
- Customer service
- Computer literacy
- Office
- Opportunities for advancement
Quality Assurance Associate
CEDENT —Pompano Beach, FL
- Organizational skills
- Associate's degree
- Communication skills
Service Desk
Planet Fitness —Coconut Creek, FL
- $14 - $15 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- Maintenance
- 401(k) matching
Quick Apply
Operations Associate
Crate and Barrel —West Palm Beach, FL
- Email
- English
- Cash register
- US work authorization
- Store discount
- Disability insurance
13d
Night Shift - Production Associate I
The Shade Store —Pompano Beach, FL
- $15 - $16 an hour
- Full-time
- Basic math
- High school diploma or GED
- Ability to lift 50 pounds
- Disability insurance
- Health insurance
Quick Apply

I want to receive the latest job alert for entry level associate in boca raton fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

entry level associate jobs near boca raton fl

Administrative Assistant jobs in Pompano Beach, FL

Entry Level Office Assistant jobs in Boca Raton, FL

Production Associate jobs in Pompano Beach, FL

Investment Associate jobs in Boca Raton, FL

Virtual Assistant jobs in Boca Raton, FL

Customer Service Representative jobs in Boca Raton, FL

Veterinary Receptionist jobs in Fort Lauderdale, FL

Operations Associate jobs in West Palm Beach, FL

Warehouse Associate jobs in West Palm Beach, FL

Retail Sales Associate jobs in Deerfield Beach, FL

Administrative jobs in Macon, GA

Administrative Assistant jobs in Brooklyn, NY

Administrative Assistant jobs in Norman, OK

Administrative Assistant jobs in Edmond, OK

Administrative Assistant jobs in Columbus, OH

Medical Assistant jobs in San Ramon, CA

Administrative Assistant jobs in Silver Spring, MD

Dental Assistant jobs in Albuquerque, NM

Entry Level Office Assistant jobs in Northport, NY

Entry Level Office Assistant jobs in Brentwood, CA

IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$80,000 - $95,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Electronic fund transfers
Teamwork
Microsoft Excel
Money transfers
Process improvement
Series 7
Data entry
Data accuracy checks
Experience at securities companies
Quality data entry

Full Job Description

Overview

The Associate, Concorde Virtual Assistant (CVA) Program – IRA & Roth Conversion Specialist is a transaction-focused role responsible for supporting financial professionals with IRA-related workflows, including rollovers, transfers, and Roth conversions.

This role is not a general operations position. It is a specialized function combining IRA technical expertise, broker-dealer operational precision, and advisor-facing execution support.

The individual in this role acts as a transaction quarterback, ensuring that IRA and Roth conversion transactions are structured correctly, submitted cleanly, and processed efficiently from initiation through completion.

Location & Work Structure

This position is based in Boca Raton, Florida. The role will begin remotely and transition to regular in-office collaboration once the office is operational. Candidates must be located in or willing to relocate to the Boca Raton area. This will not permanently be a remote or hybrid role.

Key Responsibilities

IRA & Roth Conversion Execution (Primary Focus)

Serve as the dedicated operational specialist for IRA-related transactions, including:
Traditional, Roth, SEP, and SIMPLE IRAs
Direct and indirect rollovers (including 60-day rule considerations)
Roth conversions (cash and in-kind)
Guide financial professionals through Roth conversion workflows, including:
Tax implications (ordinary income recognition)
Timing considerations (calendar year vs. settlement timing)
Withholding elections and potential errors
Identify and proactively address transaction risks, including:
Pro-rata rule implications across aggregated IRA accounts
Partial conversions
Improper structuring or incomplete documentation

Custodial & Transfer Processing

Execute and support account transfers, including:
ACATS and non-ACATS transfers
Custodian-to-custodian transfers vs. client-driven rollovers
Work across custodial platforms such as Schwab, Fidelity, Pershing, CNB, or similar
Review and troubleshoot transfer paperwork to ensure accuracy and completion

New Account Processing & NIGO Prevention

Pre-screen all submissions prior to compliance review to ensure they are in good order
Identify and correct common NIGO issues, including:
Missing or inconsistent signatures
Incorrect account registrations
Mismatched identifying information (e.g., SSNs, account titles)
Inconsistent dollar amounts across documents
Ensure alignment across all documentation, including IRA adoption agreements, transfer forms, and subscription documents

Compliance & Regulatory Awareness

Operate with a working understanding of:
FINRA expectations
Anti-money laundering (AML) red flags
Prohibited transaction rules under IRC §4975
Identify and escalate potential compliance or suitability concerns
Maintain audit-ready documentation standards across all transactions

Alternative Investment Integration

Support IRA and Roth conversion transactions involving alternative investments, including:
Subscription agreements
Suitability questionnaires
Accreditation verification
Funding timelines tied to closing windows
Ensure alignment between IRA structures and alternative investment requirements

Advisor Support & Communication

Act as a primary point of contact for financial professionals executing IRA and conversion strategies
Translate complex IRA rules into clear, actionable guidance
Provide direct, solution-oriented feedback, including:
“This will be rejected because of X—here’s how to fix it”
Proactively guide financial professionals toward cleaner submissions and more efficient workflows

Operational Execution & Throughput Management

Manage multiple concurrent transactions across financial professionals with minimal oversight
Prioritize work based on urgency, including:
Time-sensitive funding deadlines
Investment closing windows
Track transaction status, outstanding requirements, and funding progress
Maintain consistent throughput while ensuring accuracy and compliance

Training & Advisor Enablement

Educate financial professionals and their staff on:
IRA rules, including RMDs, beneficiary designations, and inherited IRA considerations
Roth conversion mechanics and common pitfalls
Best practices for submission quality and documentation
Reinforce process discipline and reduce repeat errors through ongoing feedback

Team Collaboration

Partner with Operations, Compliance, and custodians to resolve complex transaction issues
Contribute to standardized workflows and process improvements
Support a team-first environment by sharing knowledge and best practices

Qualifications & Skills

Technical Expertise (Required)

Strong working knowledge of:
Traditional, Roth, SEP, and SIMPLE IRAs
Contribution limits, eligibility rules, and Required Minimum Distributions (RMDs)
Beneficiary designations and inherited IRA rules
Roth conversion mechanics, including tax implications and pro-rata rule application
Understanding of:
ACATS and non-ACATS transfers
Direct vs. indirect rollovers

Broker-Dealer Operations Experience

Experience with new account processing and transfer workflows
Strong understanding of NIGO conditions and prevention
Familiarity with:
IRA adoption agreements
Transfer forms and LOAs
Subscription agreements

Detail Orientation & Accuracy

Ability to reconcile:
Account titles across documents
Dollar amounts across forms and systems
Client identifying information across all records
Strong checklist discipline and process consistency
High level of precision in data entry and documentation

Advisor-Facing Communication

Ability to clearly explain complex concepts in practical terms
Strong written and verbal communication skills
Ability to provide direct, constructive feedback to financial professionals

Technology & Systems

Experience with CRM systems (e.g., Redtail, Salesforce, or similar)
Familiarity with document management and e-signature platforms (e.g., DocuSign)
Intermediate Excel skills for tracking pipelines and reconciling transactions

Licensing Requirements (Preferred)

Securities Industry Essentials (SIE) preferred
Series 99 or Series 7 preferred, or willingness to obtain within 6–12 months of hire
Candidates with active licenses strongly preferred

Core Competencies

Ownership & Accountability
Advisor Experience Focus
Execution & Precision
Problem Anticipation
Independent Workflow Management

Success Profile

A successful candidate in this role:

Anticipates issues before submission rather than reacting after rejection
Understands both IRA tax mechanics and operational workflows
Improves processing speed, reduces NIGO rates, and enhances advisor experience
Operates independently while managing high transaction volume

Additional Notes

This role supports a national advisor base with fluctuating transaction volume, including end-of-quarter and year-end spikes
Success is measured by:
Reduction in NIGO rates
Transaction accuracy and processing speed
Advisor satisfaction and engagement

Pay: $80,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Experience:

IRA & Roth conversions including alternative investments: 1 year (Required)

License/Certification:

Series 99 or Series 7 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

entry level associate jobs in boca raton fl

IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program

Advisory Support Associate

Investment Associate (Financial Services)

Customer Support Associate

Associate Plan Support Consultant - FULLY REMOTE

Service Associate - Night

Operations & HR Administrative Assistant (Hybrid)

Warehouse Associate - Entry Level

Retail Sales Associate

Production Associate I

Admissions Representative

Associate Specialist - Technical Applications Group

Service Desk Morning Shift

Veterinary Receptionist

Health Information Specialist I

Entry Level- Part Time Office Services/Hospitality Assistant

Quality Assurance Associate

Service Desk

Operations Associate

Night Shift - Production Associate I

I want to receive the latest job alert for entry level associate in boca raton fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected