Financial Services Assistant

Company Description Matthew Baker Inc. is a growing organization specializing in financial services for individuals and businesses. The company is committed to providing clear, reliable, and client-focused guidance across a range of financial needs. Team members collaborate closely to deliver high-quality service and maintain strong client relationships. The workplace culture emphasizes integrity, professional development, and consistent support for both clients and staff. Joining Matthew Baker Inc. offers the opportunity to contribute to a trusted local presence in the Munster, IN community.

Role Description The Financial Services Assistant is a full-time, on-site role based in Munster, IN. This position supports financial advisors and other team members with daily client service activities, administrative tasks, and documentation. Responsibilities include preparing and updating client files, processing forms, organizing financial information, and supporting routine account maintenance. The role involves answering client inquiries, scheduling appointments, coordinating follow-ups, and helping ensure all interactions are accurate and timely. The Financial Services Assistant also assists with basic financial data entry, report preparation, and compliance-related tasks, while maintaining strict confidentiality and attention to detail.

Qualifications

• Candidates should possess strong analytical skills to interpret financial information and support accurate documentation.
• Candidates should possess knowledge of finance and financial services to assist with client accounts and understand common products and terminology.
• Candidates should possess clear communication skills to interact professionally with clients, colleagues, and external partners.
• Candidates should possess customer service skills to provide responsive, respectful, and solutions-focused support to clients.
• Relevant skills such as proficiency with office software (e.g., spreadsheets, CRM tools), strong organizational abilities, and reliable time management are beneficial.
• Previous experience in a financial services, banking, or administrative support role is preferred but not required.
• An associate or bachelor’s degree in finance, business, or a related field is advantageous.

We have been in business 31 years and still growing.