Now Hiring: Office Administrative Assistant

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.

Details:

  • IN-PERSON position in Professional Office in Columbus, Indiana
  • Monday – Friday, 8am – 5pm
  • One hour lunch
  • Paid holidays and vacation days
  • Retirement Plan
  • Start date: as soon as possible
  • Salary Range: dependent upon financial services experience, higher education degrees, is negotiable

Requirements:

  • Bachelor Degree Preferred
  • Excellent Communication Skills
  • Computer Proficient including Microsoft Office and Outlook
  • Proficient Math Skills

General Office Duties:

  • Answer phone & greet daily appointments
  • Check voicemail daily
  • Type any/all correspondence to clients & prospects: thank-you letters, referral letters, etc
  • Scan, copy, and archive documents
  • Maintain an organized and client pleasing office appearance
  • Make coffee, empty trash, wash dishes (coffee pots, cups, etc.- not many) daily
  • Filing and organization
  • Assist clients with non-investment questions
  • Resolve client problems or inquiries, or refer to appropriate staff member
  • Schedule meetings
  • Deposit checks
  • Send client funds as requested via check, ACH, or wire
  • Maintain check deposit folder and shred after expiration
  • Keeping detailed notes on client activity (CRM)
  • Keep current on Raymond James and industry updates and changes (via RJnet, staff meetings, etc…) affecting our branch office and/or clients
  • Check Mail daily
  • Client Access support to clients
  • Maintain Document Retention and Shredding schedule
  • Assist Financial Advisors and other staff

Send resume to [email protected] or mail/drop off to :

Forman Investment Services
2635 Foxpointe Dr, Ste B
Columbus, IN 47203

 

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