WestPoint Financial Group · 17 hours ago
Executive Administrative Assistant - Financial Services
Indianapolis, IN
Full-time
Onsite
Entry, Mid Level
$25/hr - $32/hr
2+ years expWestPoint Financial Group, in partnership with The Crossroads Group, is seeking a Client Relationship Manager/Executive Administrative Assistant - Financial Services to provide dedicated support for the lead advisor and shared support across the team. The role involves assisting with business submissions, client service requests, and ensuring compliance while maintaining positive client relationships.
AdviceFinanceFinancial ServicesImpact Investing
Responsibilities
Submit client applications and proactively monitor business in progress to ensure timely follow-through
Communicate effectively with underwriting and review teams to support seamless case progression
Respond to client inquiries and service requests with professionalism and care
Document all client-related activities and updates in the CRM system accurately
Anticipate needs and provide strategic support to busy advisors across the practice
Build genuine and positive rapport with clients and prospects, reinforcing trust and long-term engagement
Schedule annual review appointments
Oversee scheduling and time management to optimize advisor availability
Track advisor licenses, renewals, and company appointments to maintain regulatory compliance
Prioritize tasks effectively and meet deadlines with minimal oversight
Demonstrate accountability and follow through on assigned responsibilities
Provide back-up coverage to fellow administrative team members as needed
Other administrative duties as assigned
Qualification
Required
High school diploma or equivalent required; associate or bachelor's degree preferred
2+ years of professional administrative experience
Exceptional communication skills—written, verbal, and interpersonal
Strong organizational abilities with proven multi-tasking capability
Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)
Comfortable with Zoom, Teams, and Calendly
Experience using CRM systems required
Technologically adept with a solid understanding of digital workflows
Preferred
associate or bachelor's degree
Prior experience in insurance, investments, or banking
Benefits
Paid Holidays and PTO
Potential for bonus opportunity
Company
WestPoint Financial Group
WestPoint Financial Group provides investment advisory and financial planning services to associates to achieve personal and business goals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McRoberts
Managing Partner
John Greene
Chief Growth Officer
Company data provided by crunchbase