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Administrative Assistant

WestPoint Financial Group
Indianapolis, IN
  • Posted: 12 days ago
  • Part-Time
Job Description

This position is being offered by Family Business Legacies, LLC. WestPoint Financial Group is assisting with the sourcing of this position.

Family Business Legacies, LLC is looking for a detail-oriented and proactive Administrative Assistant to add to their team. The successful candidate will possess the ability to work in a fast-paced environment with little to no downtime, be well-organized, and have a team player mentality.

This position is Part Time, Monday through Friday, in the office, and schedule is flexible within business hours.

Starting Wage is $15+/hour.

Start Date: On or after January 2, 2023


  • Adhere to processes, procedures, and work instructions as defined by Family Business Legacies, LLC and WestPoint Financial Group
  • Scan, name, and save client meeting notes to OneDrive according to prescribed naming conventions
  • Organize and maintain 5000+ client files in OneDrive and on proprietary platforms
  • Ensure client data across all proprietary platforms matches and is accurate
  • Identify and dispose of unnecessary and duplicate files
  • Identify specific client groups and run reports as requested
  • Organize and maintain end-of-year greeting card list of 500+ clients
  • Prepare client-facing correspondence utilizing templates
  • Communicate with clients, internal peers, other Advisor teams, external vendors, WPFG staff, and MassMutual Home Office personnel regarding products, applications, and other pertinent issues
  • Accurately sort and process incoming and outgoing mail
  • Assist with social media, website, and other marketing projects
  • Complete assigned tasks and projects accurately and on time, identifying any delays as soon as possible
  • Report to and assist the Executive Assistant


  • 1+ years of administrative experience, required
  • Tech-savvy, encompassing the proficient use of computers, scanners and copiers, and including the ability to quickly learn proprietary systems and software
  • Demonstrates superior knowledge of MS Word, PowerPoint, Excel, and Adobe skills
  • Proficiently utilizes and has essential knowledge of OneDrive
  • Exhibits resourcefulness by leveraging available means to fill in knowledge gaps
  • Demonstrates detail-orientation and critical thinking skills
  • Strong organizational skills with the ability to multi-task in a fast-paced environment
  • Exceptional follow through
  • Excellent verbal and written communication skills
  • Exercises the highest level of ethical standards

    WestPoint Financial Group


    Indianapolis, IN



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