Administrative Associate

2 months ago


Indianapolis, United States Lead Advisor Full time

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com


Client Relations Assistant

General Responsibilities

The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but not limited to, maintaining the client database, generating client leads and running weekly/monthly reports, under the direction of the program Director. The program has responsibility and accountability for the firm’s unassigned clients.


Specific responsibilities include but are not limited to:

Business Operation

  • Assist the CRC Director/Coordinator with all aspects of the clients relations program


Client Management

  • Maintains unassigned client data in CRM and other systems
  • Uses online search resources for incorrect number requests and sends letters to obtain updated contact information
  • Follows up on corporate undeliverable mail requests- contacts client for updated information
  • Scans and e-files (Docket) client documents and correspondence

· Mails Introduction letters to unassigned clients

· Reviews Client Activity Report/Adv Find for transfers into client center for lead sharing.

· Makes Introduction calls to clients remaining in the program following segmentation or advisor termination

· Unshares and Quiet Files Requests


Lead Generation

  • Proactively generates leads of unassigned clients
  • Age Changes
  • TC and APB Spreadsheets
  • Marketing Leads


Reports

  • Provides Monthly Leads Shared and Open Phone Call Reports to Director


Qualifications

  • Licensing and contracting minimum requirements when interacting with clients:
  • Life and Health Exam – preferred
  • Obtained within 6 months of hire, if not currently licensed
  • Proficient in Microsoft Office Applications (Word- Mail Merge, Excel, Microsoft Dynamics CRM)


Competencies

  • 3+ years as an Executive Assistant or Administrative Professional
  • Strong organizational and time management skills
  • Strong attention to detail
  • Excellent written and oral communication skills
  • Excellent database management skills


Location: Hybrid- 3x a week in Indianapolis office

Salary: 40-55k


  • RN House Supervisor

    4 weeks ago


    Indianapolis, United States Indiana University Health Full time

    Join Our Team: RN House Supervisor - Associate Administrator About Us: Riley Children's Health is Indiana's largest and most skilled pediatric system, with over 50 locations across the state. As one of the nation's leading healthcare networks specifically for children, our multidisciplinary team of pediatric primary care and specialists can deliver and...


  • Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com Client Relations Assistant General Responsibilities The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but...


  • Indianapolis, United States Lead Advisor Full time

    Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.com Client Relations Assistant General Responsibilities The Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but...


  • Indianapolis, Indiana, United States BCforward Full time

    Job Title: Administrative AssistantDescription:We are seeking an experienced Administrative Assistant to join our team at BCforward. As an Administrative Assistant, you will provide administrative support to our team and ensure the smooth operation of our office.Responsibilities:Provide administrative support to our team, including answering phones,...


  • Indianapolis, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH is seeking an Administrative Assistant with at least 2 years of experience for a temp to hire opportunity with a client in Indianapolis, IN. This small manufacturing company is looking for someone that is focused on completing daily tasks and able to work with little supervision. Responsibilities· Greeting visitors coming...


  • Indianapolis, United States Chugh, LLP Full time

    Job Description The Administrative Assistant's primary purpose is to ensure that the administrative operations of the office they work in run smoothly. The role is an ideal fit for someone who has strong organizational and planning skills, energetic, and detail oriented. PRIMARY JOB RESPONSIBILITIES: Greet and welcome clients. Data entry Screen, answer, and...


  • Indianapolis, United States CHUGH LLP Full time

    Job DescriptionThe Administrative Assistant's primary purpose is to ensure that the administrative operations of the office they work in run smoothly. The role is an ideal fit for someone who has strong organizational and planning skills, energetic, and detail oriented.PRIMARY JOB RESPONSIBILITIES:Greet and welcome clients.Data entryScreen, answer, and...


  • Indianapolis, United States Amergis Full time

    Amergis Healthcare Staffing is looking for qualified Administrative Assistants to be responsible for a variety of administrative and clerical duties to help improve efficiencies at a medical office. The Administrative Assistants will be the initial contact person for patients when they enter the medical office.Responsibilities Candidate will plan and...


  • Indianapolis, United States Brilliant Infotech Full time

    Job Title: Administrative Assistant Duration: 12+ Months Location: Indianapolis, INDescription: Work involves gathering and analyzing data. The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the contractor. Other duties, responsibilities and activities may change or...


  • Indianapolis, United States Aston Carter Full time

    Description: The Administrative Assistant provides coordination and support the operations of the team. This position includes a high volume of data entry. The job interfaces frequently with peers and managers and occasionally with customers, ensures all tasks are compliant with applicable Federal, State, and Local Department of Transportation regulations...


  • Indianapolis, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH is seeking an Administrative Assistant to join a firm on the north side of Indianapolis, Indiana in a contract to hire capacity.Responsibilities:Documentation management and organizationData EntryFront desk work answering phones and greeting guestsQualifications:1+ year of administrative experience in a professional...

  • Claims Administrator

    2 weeks ago


    Indianapolis, United States OneAmerica Full time

    At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together....


  • Indianapolis, United States ATC Full time

    The essential functions of this role are as follows: Provides high level administrative assistance to an agency, department, or facility. Reviews total department or agency organizational structure and functions and advises changes to promote efficiency and effectiveness. Administers staff functions in support of program areas. Prepares special reports...


  • Indianapolis, United States Aston Carter Full time

    Description: The Administrative Assistant provides coordination and support the operations of the team. This position includes a high volume of data entry. The job interfaces frequently with peers and managers and occasionally with customers, ensures all tasks are compliant with applicable Federal, State, and Local Department of Transportation regulations...


  • Indianapolis, United States Robert Half Full time

    Job DescriptionJob DescriptionRobert Half is seeking an Administrative Assistant for one of our clients based in Indianapolis, Indiana. As an Administrative Assistant, your role will involve a high volume of data entry and frequent interfacing with peers, managers, and occasionally customers. You will be tasked with ensuring all operations are compliant with...


  • Indianapolis, United States Aston Carter Full time

    Aston Carter is looking to hire an Administrative Assistant in Indianapolis, IN! This position offers competitive pay with a top company in the area. Job Description: + Sign manifests/bills of lading (BOLs) as the end facility. + Manage life cycle of signed manifests/BOLs, including Land Disposal Restrictions (LDRs) associated paperwork, IDP Scanning,...


  • Indianapolis, United States CBIZ, Inc. Full time

    With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...


  • Indianapolis, United States Acadia Healthcare Full time

    Description Our vision is to create a facility that is a true industry leader in the delivery of exceptional behavioral health treatment. We will: Promote comprehensive, high-quality, integrated care to improve the emotional well-being of the patients we serve Integrate the application of the most current evidence-based, trauma-informed practices of...


  • Indianapolis, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH is seeking a Payroll and Benefits Administrator for a client in Indianapolis. The Payroll and Benefits Administrator will be responsible for overseeing and administering comprehensive benefits programs. This role involves processing payroll, managing health and welfare plans, retirement plans, and other employee benefits,...


  • Indianapolis, Indiana, United States Enviri Corporation Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Enviri Corporation. The successful candidate will provide administrative support to the operations team, ensuring seamless day-to-day activities.About UsClean Earth is a leading provider of environmental services in the United States, offering...