POSITION SUMMARY We are currently seeking a highly organized and detail-oriented individual to join our team as an Administrative Coordinator.
This is a key role that requires excellent multitasking abilities and a strong background in Operations. If you are a motivated and proactive individual with a passion for organization, process enhancements and relationship management, we would love to hear from you.
ESSENTIAL DUTIES AND RESPONSIBLITIES
Administrative Coordinator Duties :
- Schedule appointments, coordinate team meetings and send meeting invitations
- Organize and maintain electronic files
- Assist in preparing and editing documents, reports, and presentation's
- Coordinate travel arrangements and accommodations for the team
- Assist with supporting Advisor sales contests and trips
- Order office supplies and maintain inventory
- Assist with on-boarding for staff and other staff support needs
- Assist with on-boarding and off-boarding for Advisors
- Coordinate the compilation and management of Advisor training materials
- Assist with organization of new Advisor training classes
- Maintain New Client Win distribution and posting
- Creation and management of Formstack forms for updates and reports
- Phone system management
- Manage email distribution lists
- Maintain Advisor Incentive point tracking
- Create PowerPoint presentations
REQUIREMENTS :
- Excellent organizational and time management skills
- Attention to detail and high level of accuracy
- Proficiency in PowerPoint, Excel, Word and Outlook
- Ability to learn and work in multiple software applications
- Strong written and verbal communication skills
- Ability to handle confidential information with professionalism and discretion
- Strong problem-solving and decision-making abilities
- Ability to work independently and as part of a team
- Must be local to Indianapolis or surrounding area
- Must be willing to travel to our Annual Summit in January
PREFERRED QUALIFICATIONS
- Associate or bachelor’s degree
- 1-3 years’ experience in a similar role within sales or related area
Ready to Join Our Team?
If you are a results-oriented leader with a passion for operational excellence, we encourage you to apply! We offer a competitive compensation package and a dynamic work environment where you can make a real difference.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or veteran's status.
Applicants with a disability or a disabled veteran may request a reasonable accommodation if he / she is unable or limited in his / her ability to access job openings or apply for a job on our website as a result of his / her disability.
The applicant may request reasonable accommodations by contacting us at 317-661-1740.