Spectrum Wealth Management is an independent, Indianapolis-based wealth management firm dedicated to providing comprehensive wealth management and family office services to high-net-worth clients and their families. We offer a responsive, single point of contact for the wealth management needs of our clients, with a unique team approach through our Investment Management, Wealth Management, and Family Office and Spectrum Private Trust service offerings.

Open Positions

• Client Service and Office Administrator

  We are seeking a Client Service and Office Administrator for our Indianapolis office. This entry-level, on-site position offers a ground-floor opportunity for a professional seeking exposure to the wealth management space, with the chance of advancement to Client Service Associate in one to two years.

  Working closely with the Client Experience and Office Management departments, the Client Service and Office Administrator is responsible for client service support work, administrative office duties, and light bookkeeping tasks. The person in this position further interacts daily and offers as-needed support for all Spectrum staff.

  Position Duties and Responsibilities

  Client Service

  • Assist with maintenance of client records in Spectrum's Client Relationship Management system ("CRM")
  • Assist in completing firm and custodian paperwork
  • Verbal and written communication with clients
  • Schedule and organize client meetings
  • Prepare conference room(s) for client meetings
  • Track client check deposit(s) to the custodian

  Administration

  • Greet clients and other visitors
  • Answer, route, and document incoming telephone calls
  • Process incoming/outgoing mail (open, document, route correspondence)
  • Order and stock office and kitchen supplies
  • Light bookkeeping duties, to be further defined
  • Proof and maintain firm communications utilizing MS Word, Powerpoint, and Excel
  • Maintain and update office procedures
  • Other duties as assigned

  Qualifications

  • 4-year college or associates degree, preferably in communication, business administration, or finance; equivalent work experience may substitute
  • Ability to thrive and grow in a professional, "client-first," small-company environment
  • Exhibit a high degree of honesty, integrity, intellectual curiosity, and utmost respect for confidential matters
  • A self-motivated individual who takes initiative; is organized, detail-oriented, able to multitask, and is persistent with follow-through
  • Team player, collaborative, and able to work with and be respectful of others
  • Proficiency in Word, Excel, and Outlook is required; strong PowerPoint skills and exposure to a CRM system are desirable

  Salary and Benefits

  • Salary reflects industry standards, with consideration provided for education and experience
  • Benefits include health, dental, vision, life, long-term disability, 401(k), and paid time off
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities possible

  Spectrum Wealth Management is an Equal Opportunity Employer.

  Please send resume and cover letter to: mmactaggart@spectrum-mgmt.com.

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