Top 13 Finance assistant Jobs in Zionsville, In

Financial Assistant
Storen Financial —Zionsville, IN
- $48,000 - $55,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
4d
Legal Assistant - Lending & Finance
Lewis Kappes —Indianapolis, IN
- Full-time
- Customer service
- Organizational skills
- Associate's degree
- Free parking
- Profit sharing
Quick Apply
8d
Graphic Designer and Finance Assistant
Government of Hamilton County, Indiana —Noblesville, IN
- $26.96 an hour
- Extended hours
- Clean driving record
- Public speaking
- English
9d
Assistant Director of Finance - Signia by Hilton Indianapolis
Hilton —Indianapolis, IN
- Full-time
- Hospitality
- Hotel
- Mentoring
- Paid parental leave
- Employee stock purchase plan
Accounting Assistant to Division Controller
Central Division —Fishers, IN
- Full-time
- Microsoft Word
- Microsoft Excel
- English
Quick Apply
11d
Administrative and Finance Assistant
Pro-Tech Vinyl Repair & Upholstery —Indianapolis, IN
- $19.50 - $23.00 an hour
- Full-time
- Office
- Administrative experience
- Organizational skills
- Paid training
- Paid time off
Quick Apply
Financial Aid Assistant
Paul Mitchell Schools —Indianapolis, IN
- $18 - $22 an hour
- Urgently hiring
- Basic math
- Organizational skills
- Entry level
- Paid training
- Paid holidays
Quick Apply
1d
Assistant Controller
MM Group —Indianapolis, IN
- Full-time
- 7 years
- Office
- Finance
Assistant Director of Finance
Omni Hotels & Resorts —Indianapolis, IN
- Weekends as needed
- Oracle
- Management
- Research
Quick Apply
Assistant Chief Financial Officer - Academic Director
Indiana University Health —Indianapolis, IN
- Full-time
- CPA
- Adults
- Finance

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Legal Assistant - Lending & Finance
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Chief Legal Officer/General Counsel
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Administrative Assistant - Finance and Administrative Services
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Deliver clear leadership messaging, represent the field perspective to internal partners, and facilitate team huddles and 1:1s.
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finance assistant jobs near zionsville, in

Financial Assistant

Storen Financial
Zionsville, IN

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Job Details

Full-time
$48,000 - $55,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Teamwork
Microsoft Outlook
Finance
Phone communication
Investment operations
Bachelor's degree
Managing clients in a finance role
Attention to detail
Managing clients in a business operations role
Account management
Client interaction via phone calls

Full Job Description

Job Summary

We are seeking a highly motivated and detail-oriented Financial Assistant to join our dynamic investment team. In this role, you will strengthen the client relationship through excellent service and proactive communication. It is a client-facing role serving as the primary point of contact for all client service-related needs and supporting our team of wealth advisors. This position offers an exciting opportunity to support our clients and our advisors within a fast-paced environment committed to excellence.

Responsibilities

Prepare client-facing documents, forms, reports, correspondence, and meeting materials accurately and in a timely manner. Manage operations and provide administrative support to our team of financial advisors
· Provide timely, exceptional client service by responding to client inquiries and assisting clients with account maintenance, online access help, and other service requests
· Maintain communication with clients via phone or email contact to strengthen the relationship and provide proactive, ongoing service
· Support the investment team in preparation for client meetings and annual reviews
· Learn and follow all investment products used by the firm
· Maintain a general understanding of global market and economic news to support portfolio investment discussions
Process client transactions, including distributions, contributions, money movements, and security transfers, while ensuring timely and accurate execution
Coordinate client communications and scheduling for client annual reviews, new client appointments, and funding follow-up
Manage the new account onboarding process, including preparing and processing account documentation, coordinating with clients to obtain required information and signatures, and submitting applications through custodian platforms
Attend and support client and team events

Skills

Detail-oriented personality with a passion for helping clients with financial needs
Strong verbal, written, and interpersonal communication skills
Technology-driven, with the ability to learn new technology and adapt to a rapidly changing business environment
Commitment to our company, services, team, and client-focused culture
Strong work ethic with a positive, “can-do” approach and willingness to go the extra mile
Knowledge of and/or interest in the financial markets
Effective organizational, multi-tasking, and prioritizing skills
Ability to work effectively independently and in a team environment
Competency with Microsoft Outlook, Word, Excel, and PowerPoint
Client Relationship Management software knowledge is a plus

Competitive compensation with a $45,000 - $55,000 base salary, plus regular quarterly bonus opportunities, based on performance. The role offers the opportunity to build a career in wealth management while working closely with experienced financial advisors and developing meaningful client relationships.

Join us if you’re eager to grow your career in finance by applying your expertise in a collaborative environment that values precision, transparency, and continuous improvement!

Pay: $48,000.00 - $55,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

Education:

Bachelor's (Required)

Experience:

Finance or related field: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance assistant jobs in zionsville, in

Financial Assistant

Legal Assistant - Lending & Finance

Graphic Designer and Finance Assistant

Assistant Director of Finance - Signia by Hilton Indianapolis

Accounting Assistant to Division Controller

Administrative and Finance Assistant

Financial Aid Assistant

Assistant Controller

Assistant Director of Finance

Assistant Chief Financial Officer - Academic Director

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