Financial Operations Coordinator

7 days ago


Indianapolis, Indiana, United States ARTISTRY WEALTH, LLC Full time

Job Summary:

We are seeking a skilled Financial Operations Coordinator to join our team at Artistry Wealth, LLC. This is a full-time on-site role located in Indianapolis, IN with an opportunity for relocation to Carmel at year-end.

About Us:

Brunette & Associates, the parent company of Artistry Wealth, is an independent wealth management firm specializing in holistic financial planning with over eighty years' combined experience in the field.

Responsibilities:

  • Welcome and manage client interactions
  • Handle incoming calls, dictation, and client deposits
  • Maintain electronic client files and perform administrative tasks
  • Support the team with operational duties

Requirements:

  • Strong Client Services and Customer Service skills
  • Excellent Communication and interpersonal skills
  • A proven track record of delivering high-quality Customer Satisfaction
  • Familiarity with basic finance concepts
  • The ability to multitask and thrive in a fast-paced environment
  • Attention to detail and organizational skills
  • Proficiency in Microsoft Office applications

Estimated Salary Range:$55,000 - $65,000 per annum, commensurate with experience.



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