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Financial Advisor Administrative Assistant Jobs in Indiana

MBC Talent Connections

Financial Advisor

Fort Wayne, IN · On-site +1

$90K - $120K/hr

Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial ... Less administrative responsibility * Resources to support continued growth Responsibilities

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Collect data, create plans using firm standard tools, and assist in presenting results. * Ensure ...

CBIZ, Inc.

Administrative Assistant

Indianapolis, IN · On-site

$17.25 - $23.25/hr

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer ...

CBIZ

Administrative Assistant

Indianapolis, IN · On-site

$17.25 - $23.25/hr

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer ...

CBIZ

Administrative Assistant

Indianapolis, IN · On-site

$17.25 - $23.25/hr

CBZ) is a leading professional services advisor to middle-market businesses nationwide. With ... financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer ...

Principal

Licensed Financial Advisor

Indianapolis, IN · On-site

We're seeking experienced Financial Advisors who are passionate about building relationships ... administrative tasks and prospecting challenges and more time focused on serving clients and ...

FIRST MERCHANTS

Financial Advisor

Merrillville, IN

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

Principal

Licensed Financial Advisor

Indianapolis, IN · On-site

$100K/yr

We're seeking experienced Financial Advisors who are passionate about building relationships ... administrative tasks and prospecting challenges and more time focused on serving clients and ...

First Merchants Bank

Financial Advisor

Merrillville, IN · On-site

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate ... Respond timely to client and prospect requests. * Assist in the development of an annual sales plan.

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Financial Advisor Administrative Assistant information

See Indiana salary details

$10

$22

$37

How much do financial advisor administrative assistant jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial advisor administrative assistant in Indiana is $22.21, according to ZipRecruiter salary data. Most workers in this role earn between $17.84 and $24.95 per hour, depending on experience, location, and employer.

What is a financial advisor administrative assistant?

A Financial Advisor Administrative Assistant is a professional who supports financial advisors by handling administrative tasks such as scheduling appointments, managing client communications, preparing documents, and maintaining records. They play a key role in ensuring the smooth operation of a financial advising office, allowing advisors to focus on providing financial advice to clients. Their responsibilities may also include handling paperwork for investments, keeping track of compliance requirements, and assisting with client onboarding. Strong organizational and communication skills are essential for success in this role.

What are the main responsibilities of a financial advisor administrative assistant during client meetings and follow-up?

As a Financial Advisor Administrative Assistant, you play a crucial role before, during, and after client meetings. You are typically responsible for scheduling appointments, preparing necessary documentation, and organizing client files ahead of meetings. During meetings, you may assist with note-taking or managing presentation materials. Afterward, you often handle follow-up tasks such as updating client records, preparing summary reports, and ensuring that any action items or service requests are promptly addressed. This support helps ensure meetings run smoothly and clients receive timely, professional service.

What are the key skills and qualifications needed to thrive as a financial advisor administrative assistant, and why are they important?

To thrive as a Financial Advisor Administrative Assistant, you need strong organizational abilities, attention to detail, and a background in finance or business administration, often supported by an associate's or bachelor's degree. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically required. Excellent communication, discretion, and time management are crucial soft skills for supporting advisors and interacting with clients. These capabilities ensure smooth office operations, accurate client record-keeping, and a positive client experience in a regulated financial environment.

What are popular job titles related to Financial Advisor Administrative Assistant jobs in Indiana?

For Financial Advisor Administrative Assistant jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Administrative Assistant jobs in Indiana look for?

The top searched job categories for Financial Advisor Administrative Assistant jobs in Indiana are:

Financial Advisor Administrative Assistant jobs near you
Infographic showing various Financial Advisor Administrative Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $46,202 per year, or $22.2 per hour.

Administrative Assistant

Ameriprise Financial

Greenwood, IN • On-site

$17 - $23/hr

Part-time

Re-posted 7 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

108th of 151 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
This position is part-time (working Monday through Friday 9:00 am to 2:00 pm in office) and completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines.
This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar or event.

Responsibilities and Position Functions:

Administrative Assistance:
Copy and track all client and practice materials including business correspondence
Copy and follow-up with home office on related issues
Schedule client appointments and prepare agendas/ forms for appointments
Conduct client appointment reminder calls and check-in calls on follow up items
Assist the financial advisors
Perform other allowable duties as assigned by the financial advisor
Client Care:
Greet clients upon arrival and extend hospitality to clients
Set up and maintain client management system
Document client contacts/calls
Track client special events and make appropriate contact per established client contact model


Key Traits for this position:
Strong organizational and computer skills
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
Ability to support and provide guidance for compliance within the advisor's practice
Positive attitude and sincere willingness to constantly learn and grow
Education, Other Designations and Requirements:
High school degree or higher
This position is subject to fingerprinting and a background check

Full-Time/Part-Time

Part time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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