Indianapolis, Indiana
Financial Administrative Assistant Job Opening in Indianapolis, Indiana - At Matkovic Financial Group, we offer tax, investment and financial services to individuals and small corporate clients. Our mission is to help our clients attain their goals through personalized financial planning. We take a comprehensive teamwork-based approach and realize that our client's financial objectives are best achieved with an integrated strategy comprised of tax, insurance and investment advice. For over 30 years, Matkovic Financial Group has established itself as a sophisticated, regionally-focused financial planning and tax accounting firm.
You will be a key member of our team by providing essential administrative support for our clients and our firm. You will have a unique opportunity to advance your skills and credentials while working with clients and learning how to provide customized, holistic financial planning and tax accounting services.
SUMMARY:
The primary function of the Financial Administrative Assistant/Client Service Associate is to provide administrative support to our financial and tax advisors and office team, by putting the needs of the client first and consistently demonstrating exceptional service every single time. This position performs moderately complex to complex tasks in the areas of administrative support and client service.
Responsibilities include, but not limited to:
Greeting clients and visitors;
Screening and/or selectively referring callers;
Supporting clients by providing services in account management;
Handling client requests;
Maintaining client databases and compiling information to prepare reports using appropriate software;
Setting up client appointments and maintaining the Advisors? schedules ensuring the schedule is adequately full;
Preparing for client appointments ensuring all necessary data is prepared in advance;
Ensuring necessary tasks are completed including new account paperwork, scanning of documents and archival of documents;
Performing various client services tasks ensuring every client receives exceptional service in every interaction;
Performing additional administrative tasks and special projects as assigned including basic office functions;
Creating marketing pieces and coordination compliance approval, as well as implementing marketing plans;
Managing company?s website and social media image through Twitter account, Facebook profile and profile;
Light bookkeeping;
May help with tax/return processing and assembly.
Minimum Qualifications:
Four years related experience (administrative, customer service, marketing)
Associate/BS/ BA in a business related field preferred
Proficient in Microsoft Office
FINRA Series 6 or 7 & 63 licenses preferred, will pay for licenses and training materials for the right candidate
QuickBooks Pro experience preferred
Act! Database experience preferred
Light bookkeeping, tax experience a plus
Experience in Banking, Training, Education, Teaching or Paraprofessional Industry a plus
Competencies:
Building Trust, Integrity and Confidentiality
Client Centric
Good Communication Skills
Positive Attitude
Teamwork and Sharing
Computer/Internet Skills
Willingness to Learn
Detail Orientated
Job Type: Full-time
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