Administrative Assistant

Our financial services client is seeking an Administrative Support Specialist in Indianapolis, Indiana:

Responsibilities:

Tax Season Support

• Provide administrative support to Financial Advisors and CPAs
• Assist with assembling tax returns and preparing documents for mailing
• Scan documents into the e-file system
• Communicate when documents are uploaded into e-file

Administrative Support

• Answer and transfer client calls
• Handle client inquiries related to investments
• Enter notes into client files
• Filing and document organization
• Monitor and respond to emails
• Provide general administrative support to the team

Qualifications

• College degree preferred
• Strong administrative background
• Comfortable working in a paper-heavy environment
• Strong organizational and communication skills
• Ability to work with a direct management style