Come join our team of professionals! We’re hiring an administrative assistant to work in our office.
Job Overview:
Professional Columbus, Indiana office is seeking a professional to be first point of contact for our busy firm. This essential role needs to provide next level client service and assistance to our financial advisors. The ideal candidate will possess highly detailed and strong organizational skills, multi-tasking capabilities, excellent written and verbal communication skills, neatness and punctuality, and have a friendly disposition.
Details:
- Full Time – in-person only (not a remote position)
- Monday – Friday
- 8 am – 5 pm, 1 hr lunch
- Long Term Employment position
- Professional Office in Columbus, Indiana
- Professional Dress Required
- Excellent Written and Communication Skills Required
- Computer Skills Required (Microsoft Teams, Outlook, Microsoft Office, CRM systems)
- Punctuality, Neatness, Highly Detailed, Attentiveness, and Dedication Required
- Series 7 helpful, but not necessary
- Business Degree helpful, but not necessary
- $18+/hr depending on education, licensing, and experience
- 2 weeks vacation after probation period
- Simple IRA match
Job responsibilities include:
- Greeting clients at front desk and on phone
- Assisting Financial Advisors with paperwork and client service
- Scheduling Appointments
- Scanning, faxing, emailing, filing, data entry, reactive client relationship tasks, and other general office duties
- Maintaining scanners and copiers
- Using our CRM system
- Basic Knowledge of the Financial Services Industry
- Accurate Record Keeping
- Maintaining Very Strict Confidentiality of Client Information
- Providing a High Level of Service to clients and our Financial Advisors
- Sorting Mail
- Light Kitchen Duties such as making coffee daily, washing coffee dishes, emptying trash weekly
Send resumes to:
Forman Investment Services
2635 Foxpointe Drive, Suite B
Columbus, IN 47203
Or by email to:
[email protected]
About Forman Investment Services

If you are not familiar with us, Forman Investment Services is an independent practice located in Columbus, Indiana focusing on Family Wealth Management and generational planning. We serve clients not just locally, but across the country and globe. In today’s day and age, especially after experiencing COVID, we are very comfortable communicating from any distance whether it be in person, a Zoom call, or by phone. We confidently adapt to our clients lives and unique relationship in the style of communication and complexity.
Our planning encompasses much more than choosing investments, as we must consider tax/estate planning, education funding, insurance, retirement planning, and so much more. We work with a select group of clients who value time, family, and recreation, and need today’s investment, tax, and estate planning complexities coordinated for them. We also provide one-time plans to those that are not in need of an ongoing advisor relationship yet to help get you on the right track.
Reach out to us for an introduction if you are interested in learning more!
Any opinions are those of Forman Investment Services and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Prior to making an investment decision, please consult with your financial advisor about your individual situation.