Client-Focused Admin Assistant, Financial Services

TalentLink Solutions; Merrillville (IN); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial planning firm is seeking an organized Assistant to support their advisory team and clients. Key responsibilities include managing client interactions, assisting with marketing efforts, and providing administrative support to enhance client relationships. Ideal candidates should have a Bachelor's degree in a related field and at least 3 years of administrative experience. Proficiency in Microsoft programs and a strong detail-oriented approach are essential for success in this role.

Qualifications

• 3+ years’ experience in an administrative role required.
• 1+ years’ experience in marketing or communications preferred.
• Intermediate to Advanced skills in Microsoft programs.

Responsibilities

• Greet and welcome clients professionally.
• Assist in preparing documents for client meetings.
• Handle client inquiries and ensure excellent service.
• Manage the firm's website and social media accounts.

Skills

Organizational skills

Client communication

Technology proficiency

Attention to detail

Education

Bachelor's degree in finance, marketing, or business

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

A financial planning firm is seeking an organized Assistant to support their advisory team and clients. Key responsibilities include managing client interactions, assisting with marketing efforts, and providing administrative support to enhance client relationships. Ideal candidates should have a Bachelor's degree in a related field and at least 3 years of administrative experience. Proficiency in Microsoft programs and a strong detail-oriented approach are essential for success in this role.