Wealth Management Professional

Job Summary:We are seeking a skilled Client Service Associate to join our team at ARTISTRY WEALTH, LLC. In this role, you will be responsible for providing top-notch support to our clients, ensuring their needs are met efficiently. Key duties include account opening, money movement, and resolving custodial issues. As a vital member of our team, you will...

Financial Planning OpportunityWe are seeking a skilled Financial Advisor to join our team at Atria Wealth Solutions. As a key member, you will provide expert guidance on financial planning and wealth management services to our valued clients.About the Role:This is a fantastic opportunity for a motivated and results-driven individual to take their career to...

Job OverviewWealth Management at Artistry Wealth, LLC offers an above-par compensation package for a skilled Client Service Associate/Team Lead. This role is ideal for individuals with strong attention to detail and organizational skills who are passionate about providing critical support to the firm and our daily operations.Key Responsibilities:- Account...

Job OverviewBrunette & Associates, a wealth management firm in downtown Indianapolis, seeks a skilled Receptionist to join their team.

Tax Season ProfessionalWe're seeking an experienced Tax Season Professional to join our team at Absolute Wealth Management LLC. This is a seasonal, full-time/part-time position with a competitive weekly compensation of $1,300.As a Tax Season Professional, you will be responsible for preparing and reviewing individual and business tax returns with accuracy...

About the RoleAs a Seasonal Financial Specialist at Absolutely Wealth Management LLC, you will play a critical role in helping our clients navigate the busiest time of the year.Your responsibilities will include preparing and reviewing individual and business tax returns with accuracy and attention to detail, collaborating with our team to resolve tax issues...

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...

Job OverviewThe Machine Shop Estimator role at CGV Wealth Enterprises in Indianapolis, IN involves inspecting equipment/parts to determine repair or replacement needs. A strong diagnostic, troubleshooting, and failure analysis skillset is required for this position.ResponsibilitiesSource and price replacement partsPrepare detailed customer quotes and job...

Job Title:Data Entry SpecialistJob Description:We are seeking an experienced Data Entry Specialist to join our team. As a Data Capture Operator, you will be responsible for accurately capturing data from electronic images using specialized software. Your attention to detail and ability to work efficiently under pressure will be crucial in meeting our...

About the Role:The Client Service Associate will be a key member of our team at ARTISTRY WEALTH, LLC. In this role, you will provide crucial support to our clients, ensuring their financial needs are met efficiently. Your responsibilities will include managing account openings, money movement, and resolving custodial issues. As a valued team member, you will...

About the RoleWe're looking for a talented insurance professional to join our team at The Dorr Agency. As a licensed and non-licensed agent, you'll have the opportunity to work with a variety of clients and provide them with life, health, and wealth solutions.CompensationThe compensation for this role includes a base salary of $80,000 per year, plus...

ResponsibilitiesThe Data Capture Operator will be responsible for:Accurately entering alphabetic and numeric data from electronic images using software applications.Reading, analyzing, and classifying documents based on assigned criteria.Operating and maintaining scanning equipment to ensure optimal performance.Reviewing completed work to ensure quality...

About the Role:Job Summary:We're seeking a skilled Data Capture Operator to join our team. As a Data Capture Operator, you'll be responsible for accurately keying information and scanning various documents. You'll work with software applications to capture data from electronic images with speed and accuracy.Duties and Responsibilities:Entering alphabetic and...

Travel Management RoleWe are seeking a highly skilled Government Travel Consultant to join our team at ADTRAV Travel Management. As a key member of our team, you will be responsible for managing all aspects of travel management for our government clients. This role requires strong communication skills and attention to detail to ensure accurate booking and...

Job Title:The Customer Service Liaison is a key role at Professional Management Enterprises, requiring a skilled professional to interact with clients, providers, and facilities.About the Job:This position involves managing inbound and outbound calls, emails, and messages from clients and stakeholders, providing accurate information and resolving complex...

Job Title:The Client Support Representative plays a vital role at Professional Management Enterprises, serving as the frontline ambassador for our organization.About the Job:This position entails handling various tasks, primarily focusing on managing inbound and outbound calls from clients, providers, and facilities. The successful candidate will provide...

Omni Management Services Inc. is a dynamic Residential Management company based in Downtown Indianapolis. We are seeking a detail-oriented Property Manager to join our team.The successful candidate will have strong communication, customer service, and organizational skills. They must be able to schedule and attend meetings with clients outside regular...

Job OverviewAt Professional Management Enterprises, we are seeking a skilled Client Service Representative to join our team. This role will play a crucial part in ensuring exceptional customer experience and resolving any concerns that may arise.We offer a competitive salary of $45,000 - $55,000 per year, depending on location and experience.Key...

**About Professional Management Enterprises:**We are a dynamic organization seeking highly skilled professionals to support our medical management operations.As a Medical Operations Coordinator, you will play a vital role in providing non-clinical support to our team, handling complex file reviews and inquiries from members and providers.**Job Summary:**This...

Job SummaryProfessional Management Enterprises is seeking an experienced Call Center Representative to join our team. This is an exciting opportunity to work with a dynamic organization that values customer satisfaction and employee growth. As a Call Center Representative, you'll be responsible for providing top-notch service to our members, resolving their...