Phyton Talent Advisors
Linkedin · Posted 27d ago
Administrative Assistant
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Indexed description
Our financial services client is seeking an Administrative Support Specialist in Indianapolis, Indiana:
Responsibilities:
Tax Season Support
- Provide administrative support to Financial Advisors and CPAs
- Assist with assembling tax returns and preparing documents for mailing
- Scan documents into the e-file system
- Communicate when documents are uploaded into e-file
Administrative Support
- Answer and transfer client calls
- Handle client inquiries related to investments
- Enter notes into client files
- Filing and document organization
- Monitor and respond to emails
- Provide general administrative support to the team
Qualifications
- College degree preferred
- Strong administrative background
- Comfortable working in a paper-heavy environment
- Strong organizational and communication skills
- Ability to work with a direct management style
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