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Executive Assistant

Company: WestPoint Financial Group
Location: Indianapolis
Posted on: January 26, 2023

Job Description:

This position is being offered by Argos Financial -Group.WestPoint Financial Group is assisting with the sourcing of this position.Argos Financial -Group has been helping Hoosiers improve upon their financial lives for over 25 years. - -It is our deep commitment to consistently improve the financial well-being of all the individuals, families, and businesses we work with on an ongoing basis.Argos offers comprehensive financial services for our clients' lives including Wealth Management, Retirement Plan Services, and Financial Planning. - Our reputation thrives on our high level of customer satisfaction as we help our clients achieve confidence in their financial goals.As a result of our continued growth, we are looking for an experienced, professional, detail-oriented Executive Assistant to join our practice.The salary range for this role is commensurate with experience and credentials. - -We offer flexible hours within the core workday and are looking for someone between 25 and 40 hours per week.Duties:

  • General administrative, office management
  • Organization and project management
  • Expeditious account opening and investment application processing
  • Prioritize and handle client service requests; problem-solving
  • Keep detailed notes of client meetings
  • Assist with social media and website updates
  • Other duties as assignedExperience:
    • 2+ years administrative experience (required)
    • 2+ years financial services experience (required)
    • Investment/FINRA registrations are a plus, but not requiredQualifications:
      • Highly detail-oriented with strong multi-tasking skills
      • Works well under pressure
      • Ability to organize and maintain files and databases
      • Excellent verbal and written communication skills
      • Fast learner
      • Adept with technology and -Microsoft Word Suite
      • Excellent organizational and time management skills
      • Excellent interpersonal skills, telephone presence and data entry skills
      • Works proactively and independently to accomplish assigned tasks
      • Must be comfortable working with all levels of the organization

Keywords: WestPoint Financial Group, Indianapolis , Executive Assistant, Other , Indianapolis, Indiana

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