Administrative Assistant

Located in Indianapolis, IN

Salary: $24.04-$28.84/hr

Express Employment Professionals has partnered with a respected, locally owned wealth management office on the southside of Indy that is looking for an Administrative Assistant.

Job Summary:

We are seeking a highly organized, detail-oriented, and proactive Administrative Assistant to support a team of advisors and ensure smooth daily operations within a financial planning office. This role involves organizational and administrative responsibilities, client interaction or scheduling and greeting in-office, and ongoing coordination of meetings and meeting materials/reports. This position offers growth potential where professionalism and efficiency are valued, with opportunities to pursue licensing for trade support and financial plan delivery.

 

Responsibilities:

• Manage front desk operations, including greeting guests with professional phone etiquette
• Handle multi-line phone systems, direct calls, and take detailed messages
• Perform data entry, filing, and document proofreading to ensure accuracy
• Schedule appointments and manage calendar arrangement using Microsoft Outlook, Teams, and Salesforce CRM tools
• Assist with supply ordering, maintaining office equipment, and organizing files
• Provide customer support by phone and email, addressing inquiries promptly and professionally
• Support document preparation for financial planners
• Maintain confidentiality of sensitive client information in compliance with privacy policies

 

Requirements:

• Previous office administration, clerical work, or related roles within a professional setting
• Strong computer literacy skills with proficiency in Microsoft Office (Word, Outlook, Teams, Excel), Salesforce CRM, and data entry skills
• Familiarity with front desk operations, multi-line phone systems, and office management procedures
• Exceptional verbal and written communication skills
• Excellent organizational skills with the ability to multitask effectively in a fast-paced environment
• Exceptional attention to detail for proofreading documents and managing schedules
• Strong time management skills to prioritize tasks effectively
• Ability to maintain professionalism under pressure while providing outstanding customer service

 

Schedule:

Full-time, Monday - Friday from 8:30am-5:30pm, in person 

Pay & Benefits:

• $24.04 - $28.84/hr
• Evaluation Hire
• Benefits upon hire:
• Medical insurance
• PTO & paid holidays
• Professional Development Assistance
• After 2 years of employment – IRA with company contribution

  

How to apply: Email your resume to Erin.Anderson@ExpressPros.com or call 317-888-5700 Monday-Friday between 8am-5pm.

Visit our office in person: 201 S. Emerson Ave., Suite 110 Greenwood, IN 46143 SE Corner of Main St. & Emerson - ½ mile off I-65S at the Greenwood exit 99. Next door to Starbucks.

 

About Express Employment Professionals:

At Express Employment Professionals, we're proud to be the go-to resource for job seekers and employers on the South Side of Indianapolis. Our mission is to connect driven professionals with respected employers across Indianapolis, Greenwood, Franklin, Shelbyville, and neighboring communities.

 

Our Certified Professional Staffing Team excels in Contract and Direct Hire placements in Office Services, Engineering, Accounting & Finance, and Skilled Manufacturing. We’re a no-cost solution for job seekers—our partner companies hire us directly to help them find the right talent. That means no fees, just real opportunities with quality employers.

 

Apply Now