Careers

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]