Administration Assistant

Job Title : Administration Assistant

Location : West Side of Indianapolis

Industry : Financial Services

Overview

Our client, a growing retirement planning firm focused on helping people establish financial freedom through meaning and purpose, are seeking a service-driven Administration Assistant who is highly organized, self-motivated, and finds fulfillment in helping others. Our client stands apart from typical investment advisory companies by fostering a culture that values collaboration over competition. They invest in excellence, aiming to "grow people who grow people."

The Administration Assistant will oversee scheduling, client communication, and data input, coordinate business events, collaborate on marketing initiatives, and ensure a memorable client experience. Working as part of a team, this role coordinates communication and calendars between financial advisors, clients, and the client service team.

Responsibilities

• Answer phones and greet clients warmly and professionally.
• Input client data from source documents into CRM.
• Record notes from client interactions into CRM and maintain our client database.
• Manage electronic tracking and filing, reviewing data for deficiencies or errors.
• Provide support at various after-hours client events.
• Coordinate and host seminars, marketing initiatives, and client events.
• Assemble marketing materials for clients and prospects upon request.
• Assist in sending correspondence to clients, including appointment reminders, thank you notes, invitations, etc.

Qualifications

Company Benefits

About Theoris :

Our goal is to Fuel Your Career! As a Theoris team member, you join a culture based on people-centered values and an environment that fosters both personal and professional growth. We build long-term relationships with our clients and our consultants. With over 30 years of building strong relationships in the industry, we’re uniquely positioned to make the right connections. This knowledge is used to find the right job placement. Our recruiting teams are experts dedicated to the information technology and engineering staffing space and are highly respected by our client base.