Financial Office Manager

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Located in Indianapolis, IN

Salary: $15.00 - $20.00

Our client, wealth management advisor in Fisher, IN, needs an Administrative Assistant to help him keep up with paperwork related to investment and insurance policies. We are looking for someone who really takes pride in their work. If you have the right experience, attitude and are ready for a better job - we want you to apply with us!

 

What will you be doing?

  • Completing forms and applications completely and accurately within expected deadlines
  • Using financial investment CRM system to maintain client records
  • Updating data in Excel spreadsheets, mail merging Word documents, scheduling meetings using Outlook
  • Filing
  • Calendaring meetings with clients and prospects
  • Provide support such as answering phones, replying to emails, preparing policy paperwork, transcribing information into forms and letters, etc.

Other experience that will put you at the top of the list for consideration includes:

  • Computer experience with Microsoft Office (Word, Excel, Outlook, and PowerPoint)
  • Prior investment industry experience.
  • Prior customer service experience; especially a pleasant phone voice and great phone etiquette.
  • Excellent organizational skills.
  • Able to work well with minimal supervision.
  • Naturally curious and friendly.
  • Morningstar experience

What''s in it for you?

  • $15.00 - $20.00 per hour
  • This is a long-term opportunity. Our client wants to hire someone to help him grow.
  • The opportunity to join and contribute to a successful, well-established company.
  • During your assignment you will have access to benefits that can include medical, dental, vision, life, and earned holiday pay.

For more information and to apply, please call Express Employment Professionals at (317) 596-9370. E can take your application over the phone. You also can visit www.expressindynorth.com, or send your resume to jobs.fishersin@expresspros.com.

 

We look forward to hearing from you!

 

 

 

Job keywords: administrative assistant, admin assistant, admin support, secretary, receptionist, temp to hire, temporary to hire, evaluation hire

 

 

Express Office: Fishers (Indianapolis North)
7259 Fishers Landing Drive
Fishers, IN 46038
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