Administrative Assistant

1 month ago


Indianapolis, United States WestPoint Financial Group Full time
Job DescriptionJob Description

WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be employed by a financial advisor at WestPoint Financial Group.

This position is full-time, Monday through Friday, with flexible hours. This position is located in WestPoint's office and may include limited travel for business functions.

The ideal candidate is a problem-solver who takes the initiative and consistently demonstrates a proactive approach to supporting the advisor's business. This role requires superior organizational skills, as the successful candidate will support a busy advisor and his clients with both financial services and rental property needs. This person must enjoy working with clients and consistently demonstrate follow-through and accountability.

Responsibilities:

  • Answer client calls with promptness and professionalism
  • Utilize CRM to document client interactions and generate business
  • Review client applications for accuracy, provide data entry and case tracking
  • Communicate effectively with clients and prospects across various communication mediums
  • Review and organize incoming mail and e-mail
  • Act as the liaison between the advisor and clients for all financial services and rental property needs
  • Provide day-to-day operational support of property management functions
  • Other administrative support, including reports, tracking, preparing correspondence, maintaining advisor's calendar, coordinating advisor's travel arrangements, etc.

Qualifications:

  • Proficient use of computers, Microsoft Office, and the ability to learn proprietary systems and software
  • Excellent written and verbal communication skills (e-mail, letters, phone and in-person)
  • Able to work independently with limited supervision in a fast-paced environment
  • Proactive problem-solver with exceptional organizational and multi-tasking abilities
  • Strong interpersonal communication skills and diplomacy
  • 2+ years customer service experience in an office setting
  • Reliable transportation is required

Salary: $18-22/hr

Benefits: Paid Time Off (after 30 day probation period)



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