Financial Services Admin Assistant – Hybrid

WestPoint Financial Group; Evansville (IL); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Hybrid/remote flexibility

Professional development

Licensing opportunities

Job summary

SC Financial Partners is seeking an Administrative Assistant to assist with business submissions, client services requests, advisor calendar management, and coordination of team marketing initiatives.

The ideal candidate is highly organized and dependable, thriving in a fast-paced environment and able to support both clients and advisors with strong attention to detail and clear communication. Onsite in Evansville, IN, with potential hybrid after training.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• 1+ years’ experience in an Administrative Assistant role.
• Proficiency with Microsoft Office and CRM systems; strong written and verbal communication.

Responsibilities

• Submit client applications and monitor progress for timely processing.
• Coordinate advisor calendars and meetings; respond to inquiries professionally.
• Document client activities in the CRM with accuracy.
• Prepare client meeting materials and supporting documents.
• Support special projects and overall office operations.

Skills

Strong communication

Organizational skills

Multitasking

Attention to detail

Professionalism

Confidentiality

Education

High school diploma or equivalent

Associate or bachelor’s degree, preferred

Tools

Microsoft Office Suite

CRM systems

Job description

SC Financial Partners is seeking an Administrative Assistant to assist with business submissions, client services requests, advisor calendar management, and coordination of team marketing initiatives.

The ideal candidate is highly organized and dependable, thriving in a fast-paced environment and able to support both clients and advisors with strong attention to detail and clear communication. Onsite in Evansville, IN, with potential hybrid after training.