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Client-Focused Admin Assistant, Financial Services

Job in Merrillville, Lake County, Indiana, 46411, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-06-26
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A financial planning firm is seeking an organized Assistant to support their advisory team and clients. Key responsibilities include managing client interactions, assisting with marketing efforts, and providing administrative support to enhance client relationships. Ideal candidates should have a Bachelor's degree in a related field and at least 3 years of administrative experience. Proficiency in Microsoft programs and a strong detail-oriented approach are essential for success in this role.
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