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Client-Focused Administrative Assistant in Wealth Management

Job in Merrillville, Lake County, Indiana, 46411, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-08-22
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 50000 USD Yearly USD 40000.00 50000.00 YEAR
Job Description & How to Apply Below
A financial planning firm in Merrillville is seeking a highly organized and efficient Assistant to support the advisory team. Responsibilities include greeting clients, preparing documents, managing calendars, and assisting with marketing efforts. The ideal candidate has a bachelor's degree, 3+ years in an administrative role, and is proficient in Microsoft programs. This role is crucial for maintaining ongoing client support and enhancing client relationships through excellent service and meticulous attention to detail.
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