Office Administrator/Client Services Coordinator

3 weeks ago


Indianapolis, United States Marietta Financial Services, Inc. Full time
Job DescriptionJob DescriptionSeeking a client services coordinator/administrative assistant for a busy CPA firm located on the Northwest side of Indianapolis. This position involves a variety of responsibilities and requires strong organizational skills. We are looking for a motivated and experienced individual with the ability and willingness to manage the administrative duties associated with tracking and onboarding new clients as well as assisting with ensuring a good client experience for existing clients and be a team player in a fast-paced, deadline driven environment.

Essential Duties & Responsibilities:

  • Client communication via phone and email
  • Manage online client portal data
  • Track processes to ensure a smooth onboarding experience
  • Organize/assemble data and contact clients to deliver information
  • Contact clients on current and past due accounts
  • Provide back-up on phones to answer and direct calls
  • Administrative support: data entry, proofreading, & preparing client correspondence
  • Assist staff as needed
Requirements:
  • Must be proficient in all MS Office products
  • Must possess very strong, customer service interpersonal skills
  • Strong written and verbal communication skills
  • Must be organized and able to multi-task effectively
  • Reliable and able to work weekdays from 8am-5pm (extra hours required during tax season)
  • Previous work in a CPA office/administrative role (preferred)
  • Bachelor's Degree (preferred)




  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.Responsibilities Provide...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities Provide...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities ...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.Responsibilities Provide...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities Provide...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors.Responsibilities Provide...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities Provide...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities ...


  • Indianapolis, United States WealthPoint Advisors Full time

    WealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of advisors. Responsibilities Provide...

  • Office Administrator

    4 weeks ago


    Indianapolis, United States Marietta Financial Services, Inc. Full time

    Job DescriptionJob DescriptionSeeking an office administrator for a busy CPA firm located on the Northwest side of Indianapolis. This position involves a variety of responsibilities and requires strong organizational skills. We are looking for a motivated and experienced individual with the ability and willingness to manage office operations and be a team...


  • Indianapolis, United States WealthPoint Advisors Full time

    Job DescriptionJob DescriptionWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of...


  • Indianapolis, United States WealthPoint Advisors Full time

    Job DescriptionJob DescriptionWealthPoint Advisors is a financial services firm that specializes in providing personalized investment and wealth management solutions to clients. We are looking for a Client Service Administrator to join our team, who will be responsible for providing outstanding customer service to our clients and supporting our team of...


  • Indianapolis, United States Office Pride Full time

    We are looking for an experienced Human Resources Coordinator to ensure that all human resources (HR) operations are carried on smoothly and effectively. You will be part of the HR Team. A HR Coordinator must be a professional with deep knowledge of all matters concerning HR departments. You should be able to manage programs and lead staff while also...

  • Office Administrator

    2 weeks ago


    Indianapolis, United States Xced Aviation Services Full time

    Job DescriptionJob DescriptionRecognized as one of Crain’s “Best Places to Work in Chicago” as well as a 2022 “Great Places to Work” by the Great Place To Work Institute Inc., Sasser prides itself on supporting an employee-driven, opportunity-based culture that empowers, recognizes, and rew­­ards its employees. From highly competitive benefits to...

  • Office Administrator

    2 weeks ago


    Indianapolis, United States Xced Aviation Services Full time

    Job DescriptionJob DescriptionRecognized as one of Crain’s “Best Places to Work in Chicago” as well as a 2022 “Great Places to Work” by the Great Place To Work Institute Inc., Sasser prides itself on supporting an employee-driven, opportunity-based culture that empowers, recognizes, and rew­­ards its employees. From highly competitive benefits to...

  • Office Coordinator

    1 month ago


    Indianapolis, United States Ole Mexican Foods Full time

    At Ole, our mission is to produce the finest Authentic Mexican inspired products with an unwavering commitment to quality and freshness. We believe that holding a seat at your dinner table is the ultimate compliment, and we strive to help families create wholesome, fun, and authentic eating experiences. BASIC FUNCTION: Responsible for daily administration...

  • Office Coordinator

    2 weeks ago


    Indianapolis, United States Ole Mexican Foods Full time

    At Ole, our mission is to produce the finest Authentic Mexican inspired products with an unwavering commitment to quality and freshness. We believe that holding a seat at your dinner table is the ultimate compliment, and we strive to help families create wholesome, fun, and authentic eating experiences. BASIC FUNCTION: Responsible for daily administration...


  • Indianapolis, United States CORNERSTONE CONSTRUCTION GROUP LLC. Full time

    Job DescriptionJob DescriptionCornerstone is looking for an administrative assistant to join our team in our Indianapolis office. This person will work to support the daily operations of the office. The ideal candidate is a high-energy individual with excellent organizational skills, a strong attention to detail and the ability to communicate effectively in...


  • Indianapolis, United States CORNERSTONE CONSTRUCTION GROUP LLC. Full time

    Job DescriptionJob DescriptionCornerstone is looking for an administrative assistant to join our team in our Indianapolis office. This person will work to support the daily operations of the office. The ideal candidate is a high-energy individual with excellent organizational skills, a strong attention to detail and the ability to communicate effectively in...


  • Indianapolis, United States Kinder Morgan Full time

    Primary Purpose: This position supports the department in a variety of areas including high-level administrative assistance to the department vice presidents, and directors, all in a prompt and efficient manger while maintaining a high level of accuracy. Essential Responsibilities: Office administration:Office operations: opening/closing of office, engage...