Administrative Assistant

22 hours ago


Indianapolis, Indiana, United States WestPoint Financial Group Full time
Job Opportunity

We are seeking a highly skilled and detail-oriented Administrative Assistant/New Business Coordinator to join our team at Gordon F. Homes. As a key member of our office, you will play a vital role in supporting our advisor and clients throughout the application process.

Key Responsibilities:

  • Submit business applications and manage the process cycle
  • Support client requests and inquiries in a timely and professional manner
  • Problem solve and provide administrative support to our busy advisor
  • Perform additional administrative duties as needed

Requirements:

  • 2+ years of professional administrative experience
  • Proficient use of MS Office (Word, Excel, Outlook, etc.) and CRM experience a plus
  • Excellent telephone, written, and interpersonal communication skills
  • College degree or comparable professional work history
  • Investment/FINRA registrations are a plus, but not required

Desired Skills and Traits:

  • Team player with ability to adapt to change and other responsibilities
  • Ownership with time management, organization, and product knowledge
  • Attention to detail and effective communication skills
  • Proper grammar usage in communication with clients
  • Acts as a liaison for advisor with business partners and clients
  • Capable of completing multiple tasks and meeting established objectives and deadlines

Benefits:

  • Health, Dental
  • Group Life Insurance and STD/LTD
  • Paid Time Off/Sick and Paid Holidays
  • 401k with Match

Salary Range: $22-25/hr



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