Administrative Associate

Lead Advisor is a consulting and search firm specializing in wealth management. This role is for one of our clients in Indianapolis. To view other open roles, visit jobs.lead-advisor.comClient Relations AssistantGeneral ResponsibilitiesThe Client Relations Assistant has responsibility for Client Relationship Program administrative duties including, but not limited to, maintaining the client database, generating client leads and running weekly/monthly reports, under the direction of the program Director. The program has responsibility and accountability for the firms unassigned clients.Specific responsibilities include but are not limited to:Business OperationAssist the CRC Director/Coordinator with all aspects of the clients relations programClient ManagementMaintains unassigned client data in CRM and other systemsUses online search resources for incorrect number requests and sends letters to obtain updated contact informationFollows up on corporate undeliverable mail requests- contacts client for updated informationScans and e-files (Docket) client documents and correspondenceMails Introduction letters to unassigned clientsReviews Client Activity Report/Adv Find for transfers into client center for lead sharing.Makes Introduction calls to clients remaining in the program following segmentation or advisor terminationUnshares and Quiet Files RequestsLead GenerationProactively generates leads of unassigned clientsAge ChangesTC and APB SpreadsheetsMarketing LeadsReportsProvides Monthly Leads Shared and Open Phone Call Reports to DirectorQualificationsLicensing and contracting minimum requirements when interacting with clients:Life and Health Exam preferredObtained within 6 months of hire, if not currently licensedProficient in Microsoft Office Applications (Word- Mail Merge, Excel, Microsoft Dynamics CRM)Competencies3+ years as an Executive Assistant or Administrative ProfessionalStrong organizational and time management skillsStrong attention to detailExcellent written and oral communication skillsExcellent database management skillsLocation:

Hybrid- 3x a week in Indianapolis officeSalary:

40-55k