Records Clerk

Strive Financial Group is dedicated to helping clients achieve their financial goals through customized, purpose-driven wealth management and retirement strategies. With an experienced team, the company focuses on providing proactive support and ensuring well-informed decisions that align with client aspirations. Strive Financial Group emphasizes building strong partnerships and creating opportunities to make clients' financial dreams a reality. Their mission is to deliver tailored solutions while putting clients at the forefront of their journey to financial success.

This is a full-time, on-site role for a Records Clerk at Strive Financial Group, based in Indianapolis, IN. The Records Clerk will handle daily responsibilities including organizing, maintaining, and managing records and documents in both physical and digital formats. Additional duties include clerical tasks, supporting accurate recordkeeping systems, and responding to internal and external inquiries with professionalism. This position requires attention to detail and a commitment to upholding data confidentiality and organizational integrity.

• Proficiency in Records Management and Document Management
• Strong Clerical Skills, including data entry and file organization
• Excellent Communication skills for collaborating with team members and handling inquiries
• Customer Service abilities to provide support effectively and professionally
• Attention to detail, time management, and organizational skills
• Familiarity with office software and database management systems is a plus
• High school diploma or equivalent is required; additional certifications in records management or related fields are advantageous