What are the responsibilities and job description for the Part-Time Executive Assistant - Financial Services position at WestPoint Financial Group?
WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be the employee of WestPoint Gutwein Group.
This role offers Part-Time hours (20 hours per week) during business hours, Monday through Friday. This role is on-site in the Indianapolis office.
About WestPoint Gutwein Group
WestPoint Gutwein Group is dedicated to helping clients build lasting memories along the journey to their financial goals. Thoughtful planning is combined with deep, lifelong relationships. The planning process provides structure, but the ongoing partnership and personal connection truly sets us apart.
WestPoint Gutwein Group is seeking a part-time Executive Assistant who brings excellence, high energy, and a proactive mindset to every task. This detail-driven, highly efficient professional will stay ahead of needs, keep operations running smoothly, and ensure nothing falls through the cracks while supporting the team’s productivity and success.
What You'll Do
Responsibilities:
WestPoint Gutwein Group offers an energetic, team-first culture where collaboration, learning, and serving exceptional clients are truly valued. From day one, you'll be welcomed by supportive colleagues and responsive leaders who are invested in your success and excited to help you grow.
Competitive Hourly Rate: $24-26/hour
This role offers Part-Time hours (20 hours per week) during business hours, Monday through Friday. This role is on-site in the Indianapolis office.
About WestPoint Gutwein Group
WestPoint Gutwein Group is dedicated to helping clients build lasting memories along the journey to their financial goals. Thoughtful planning is combined with deep, lifelong relationships. The planning process provides structure, but the ongoing partnership and personal connection truly sets us apart.
WestPoint Gutwein Group is seeking a part-time Executive Assistant who brings excellence, high energy, and a proactive mindset to every task. This detail-driven, highly efficient professional will stay ahead of needs, keep operations running smoothly, and ensure nothing falls through the cracks while supporting the team’s productivity and success.
What You'll Do
Responsibilities:
- Schedule client meetings and annual reviews
- Manage ongoing client communications
- Prepare materials and documentation for annual review meetings
- Open new accounts and process money movements accurately and efficiently
- Handle day-to-day client service needs, including account updates and fund transfers
- 1 year of administrative experience in professional office setting
- Excellent written and verbal communication skills; committed to delivering a seamless client experience
- Strong organizational skills with the ability to manage multiple tasks and priorities efficiently
- High attention to detail and accuracy
- Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
- Moderate to advanced experience with CRM systems (required)
- Industry experience a plus (not required)
WestPoint Gutwein Group offers an energetic, team-first culture where collaboration, learning, and serving exceptional clients are truly valued. From day one, you'll be welcomed by supportive colleagues and responsive leaders who are invested in your success and excited to help you grow.
Competitive Hourly Rate: $24-26/hour
Salary : $24 - $26