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.
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 ResponsibilitiesClient Service
Salary and Benefits
Spectrum Wealth Management is an Equal Opportunity Employer.
Please send resume and cover letter to: email@example.com.
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