Relationship Manager (Part-Time, in-office) – 2 Positions Available
Forman Investment Services | Columbus, IN
We’re hiring a part-time Relationship Manager to support a growing, relationship-focused financial advisory practice.
This is not a typical admin role.
The advisor works with a dedicated Relationship Manager who fully owns the client workflow—from scheduling and meeting prep to follow-up and CRM documentation. When this role runs well, the entire practice runs well.
What You’ll Do
• Manage all client scheduling and annual review cadence
• Coordinate and track document collection ahead of meetings
• Prepare meeting materials (cash flow summaries, tax inputs, etc.)
• Deliver complete prep packages ahead of every meeting
• Draft and send personalized client summaries within 48 hours
• Keep CRM fully up to date with all client interactions
• Support ongoing client communication and outreach
What Matters Most
We can teach systems. We’re looking for how you work.
• You follow through and meet deadlines
• You are detail-oriented and organized
• You communicate clearly and warmly
• You handle confidential information with discretion
• You ask questions instead of guessing
Qualifications
Required:
• High school diploma (Associate or Bachelor degree preferred)
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong written communication skills
• Excellent organizational ability
• Professionalism and discretion
• 20 hours/week, with flexibility during busy periods
Preferred (Not Required):
• Experience in financial services or a professional office
• Familiarity with CRM systems
• Exposure to Raymond James or Financial Services software
• Experience supporting a calendar-intensive role
Role Details
• 20 hours per week
• Two positions available (Set hours could possibly be adapted slightly for perfect candidate.)
- Position 1: M-F 9:15am-1:15pm
- Position 2: M-F 1-5pm (every other Thursday 9:30-1:30pm instead of 1-5pm)
• In-office in Columbus, Indiana, never remote
• Competitive hourly pay (based on experience)
• Financial services experience is helpful, not required
The Standard
After every client meeting:
Follow-up is handled The client receives a clear summary within 48 hours CRM is updated Next steps are scheduled
That’s the job.
If you’re someone who takes pride in doing things right, enjoys creating order, and wants to be part of a high-trust, client-focused practice, we’d like to hear from you. Please specify which position you are applying for.
Send or drop off resume at:
Forman Investment Services
2635 Foxpointe Dr
Columbus, IN 47203
Please specify which position you are applying for.
