Administrative Assistant - WestPoint Financial Group
Indianapolis, IN
About the Job
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)