Client Services & Marketing Assistant - Financial Planning

A financial planning firm in Merrillville is seeking a highly organized Assistant to join their team. This role involves supporting the advisory team and clients through various tasks, including client interaction, marketing assistance, and administrative support. Ideal candidates will have a Bachelor's degree, 3+ years of administrative experience, and strong Microsoft Office skills. This is a full-time position with client-facing responsibilities, ensuring a positive experience for all clients during their retirement planning journey. #J-18808-Ljbffr