Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service.

Responsibilities and Duties

  • Manage operations and offer support to our team of financial advisors
  • Manage annual review preparation
  • Offer compliance oversight
  • Process distributions, contributions and new account documents
  • Coordinate outbound calls to clients for annual reviews, new client appointments and funding follow up calls
  • Communicate with clients to prepare and finalize financial documents
  • Attend and support client and team events

Qualifications and Skills

  • Detail oriented personality with an interest in helping clients with financial needs
  • Ability to effectively present information and respond to questions from clients and the general public
  • Technology driven and willingness to learn new technology and software programs
  • Strong attention to detail
  • Loyalty and belief in our company, services and team & client-focused culture
  • Strong work ethic and willingness to go the extra mile
  • Salesforce software and Ultra Tax knowledge a plus

Experience

  • Minimum of 2 – 4 years experience as financial services assistant
  • Knowledge of the investment process, IRA tax code, distributions and annuities are a plus

Education

  • 4 year college degree

Remuneration

  • Full-time position
  • Salary – range of $40 – 50K
  • Bonus

Other Benefits Available

  • 401K with 4% matching dollar for dollar
  • Health, vision and dental insurance
  • Short term disability
  • Paid vacation
  • Health and wellness incentive or fitness reimbursement
  • Cell phone reimbursement incentive

To apply

Send qualified resumes to storen@storenfinancial.com

Click here to learn more about Storen Financial.
Click here to learn more about our team.