Wealth Client Services & Admin Associate

Larson Wealth Partners, LLC; Indianapolis (IN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Profit Sharing Bonus Program

401(k) with Employer Match (up to 4%)

Comprehensive Medical, Dental, and Vis

Long-term Disability, Life Insurance,

Voluntary Short-term Disability

Paid Time Off and Holidays

Training & Educational Opportunities

Team Events

Job summary

Larson Wealth Partners, LLC in Indianapolis, Indiana is seeking a proactive Client Services Associate to support a small advisory team. This role combines administration, client communication, and operational duties to help the firm deliver exceptional service and maintain a well-organized office.

Responsibilities include onboarding clients, scheduling, reporting, processing paperwork, vendor liaison, travel arrangements, and safeguarding confidential documents while supporting senior

Qualifications

• 2–3 years relevant work experience.
• Bachelor’s degree preferred.
• Proficiency with MS Office (Word, Excel, Outlook, PowerPoint).
• Professional and friendly communication required.

Responsibilities

• All office administration duties, including phones, emails, scheduling meetings, and document handling.
• Onboarding new clients and assisting with client requests and reporting.
• Maintain scheduling for multi-advisors and prepare and run reports as needed.
• Proc ess reporting and distribute to designated parties; oversee daily office operations.
• Coordinate travel arrangements and liaise with vendors for facility maintenance.

Skills

MS Office proficiency

Client communication

Office administration

Education

Bachelor's degree preferred

Tools

MS Office Suite (Word, Excel, Outlook, PowerPoint)

Job description

Larson Wealth Partners, LLC in Indianapolis, Indiana is seeking a proactive Client Services Associate to support a small advisory team. This role combines administration, client communication, and operational duties to help the firm deliver exceptional service and maintain a well-organized office.

Responsibilities include onboarding clients, scheduling, reporting, processing paperwork, vendor liaison, travel arrangements, and safeguarding confidential documents while supporting senior