Administrative Assistant (Indianapolis)

Our financial services client is seeking an Administrative Support Specialist in Indianapolis, Indiana:

Responsibilities:
Tax Season Support
Provide administrative support to Financial Advisors and CPAs
Assist with assembling tax returns and preparing documents for mailing
Scan documents into the e-file system
Communicate when documents are uploaded into e-file
Administrative Support
Answer and transfer client calls
Handle client inquiries related to investments
Enter notes into client files
Filing and document organization
Monitor and respond to emails
Provide general administrative support to the team
Qualifications
College degree preferred
Strong administrative background
Comfortable working in a

paper-heavy environment
Strong organizational and communication skills
Ability to work with a

direct management style