We are seeking a highly organized and detail-oriented Client Liaison Administrator to join this growing team in Indianapolis, IN. You will play a vital role in supporting our financial advisors by providing exceptional administrative and client service support. Apply today!Responsibilities:Act as the primary point of contact for clients, handling phone calls, emails, and scheduling appointments.Assist advisors with account opening, management, and closure processes. Ensure accurate and up-to-date client information within the CRM system.Prepare meeting materials and agendas for client meetings, ensuring advisors have everything they need for successful client interactions.Assist with the client onboarding process, including collecting necessary documentation, verifying client information, and ensuring a smooth start to the financial planning experience.Maintain accurate client records and financial data in the firm's CRM system.Assist with ensuring adherence to industry regulations and internal compliance procedures.Provide administrative support for various financial planning projects as assigned by the advisors.Perform general office tasks such as copying, scanning, document preparation, and filing.