Administrative Coordinator

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.