Forman Investment Services is seeking an engaging, dedicated professional to assist the financial advisors in our office and provide a high level of service to our clients.
Duties would include client communications, appointment scheduling, organizing financial reports, and front office duties, including welcoming new and current clients by phone and in-person.
We’re looking for candidates who are professional, highly detailed, organized, and self-motivated with a client service mindset.
The position requires work availability daily Monday-Friday, will the flexibility of full or part-time hours (30 hour minimum).
Computer proficiency required.
Send resume to [email protected] or mail/drop off to :
Forman Investment Services
2635 Foxpointe Dr, Ste B
Columbus, IN 47203