Client-Focused Administrative Assistant in Wealth Management

TalentLink Solutions; Merrillville (IN); On-site; USD 40,000 - 50,000; Full time

Job summary

A financial planning firm in Merrillville is seeking a highly organized and efficient Assistant to support the advisory team. Responsibilities include greeting clients, preparing documents, managing calendars, and assisting with marketing efforts. The ideal candidate has a bachelor's degree, 3+ years in an administrative role, and is proficient in Microsoft programs. This role is crucial for maintaining ongoing client support and enhancing client relationships through excellent service and meticulous attention to detail.

Qualifications

• 3+ years of experience in an administrative role.
• 1+ years of experience in marketing or communications preferred.
• Strong communication skills with clients and business contacts.

Responsibilities

• Greet clients in a professional manner in person and via phone.
• Assist in preparing documents for client meetings.
• Manage calendars and schedule meetings for the advisory team.
• Handle client requests promptly and schedule client events.

Skills

Client interaction skills

Organizational skills

Marketing skills

Tech-savvy

Attention to detail

Education

Bachelor's degree in finance, marketing, business, or a related field

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

A financial planning firm in Merrillville is seeking a highly organized and efficient Assistant to support the advisory team. Responsibilities include greeting clients, preparing documents, managing calendars, and assisting with marketing efforts. The ideal candidate has a bachelor's degree, 3+ years in an administrative role, and is proficient in Microsoft programs. This role is crucial for maintaining ongoing client support and enhancing client relationships through excellent service and meticulous attention to detail.