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Administrative Assistant
Location:
Indianapolis, IN
Description:
WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be employed by a financial advisor at WestPoint Financial Group. This position is full-time, Monday through Friday, with flexible hours. This position is located in WestPoint's office and may include limited travel for business functions.The ideal candidate is a problem-solver who takes the initiative and consistently demonstrates a proactive approach to supporting the advisor's business. This role requires superior organizational skills, as the successful candidate will support a busy advisor and his clients with both financial services and rental property needs. This person must enjoy working with clients and consistently demonstrate follow-through and accountability. Responsibilities: Answer client calls with promptness and professionalism Utilize CRM to document client interactions and generate business Review client applications for accuracy, provide data entry and case tracking Communicate effectively with clients and prospects across various communication mediums Review and organize incoming mail and e-mail Act as the liaison between the advisor and clients for all financial services and rental property needs Provide day-to-day operational support of property management functions Other administrative support, including reports, tracking, preparing correspondence, maintaining advisor's calendar, coordinating advisor's travel arrangements, etc. Qualifications: Proficient use of computers, Microsoft Office, and the ability to learn proprietary systems and software Excellent written and verbal communication skills (e-mail, letters, phone and in-person) Able to work independently with limited supervision in a fast-paced environment Proactive problem-solver with exceptional organizational and multi-tasking abilities Strong interpersonal communication skills and diplomacy 2+ years customer service experience in an office setting Reliable transportation is required Salary: $18-22/hr Benefits: Paid Time Off (after 30 day probation period)
Company:
Westpoint Financial Group
Posted:
March 20 on PrismHR Hiring
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More About this Listing: Administrative Assistant
Administrative Assistant is a Clerical Administrative Assistant, Administrative Specialist Job at Westpoint Financial Group located in Indianapolis IN. Find other listings like Administrative Assistant by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.
Administrative Assistant is a Clerical Administrative Assistant, Administrative Specialist Job at Westpoint Financial Group located in Indianapolis IN. Find other listings like Administrative Assistant by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.