Financial Support Associate

Financial Support Specialist

LHH Recruitment Solutions is seeking a highly organized and detail-oriented Financial Support Specialist to support our client's three-person financial advisory office in Indianapolis. This role is heavily manual, paper-based, hands-on administrative work, supporting tax return processing, document handling, client communications, filing, and investment-side administrative tasks. This position requires someone who takes direction well, thrives in a heads-down environment, and can operate with precision in a structured, fast-paced office.

Location: Indianapolis, IN 46254

Employment Type: Temp for MLA - Long-term temporary with 4-month training period

Compensation: $23.00 - $25.00 per hour

Work Schedule: M-F - 8:30 AM 5:30 PM / M-Th - 8:30 AM 5:00 PM after April 15 32 hours (Friday Off)

Responsibilities/Day to Day:

• Assemble, organize, and prepare physical tax return packets.
• Scan completed documents into the E-file system with accuracy.
• Maintain handwritten notes and ensure proper documentation within client files.
• File, sort, and maintain paper-based records in an organized system.
• Prepare and update client documentation and administrative packets.
• Transport completed tax returns to designated shipping locations (e.g., UPS).
• Perform daily scanning, filing, sorting, and manual document handling.
• Support office workflow by preparing materials, updating folders, and managing paper queues.
• Maintain a structured and organized workspace to ensure consistent document flow.
• Answer incoming calls, provide basic assistance, and route callers appropriately.
• Record client updates and interactions using handwritten notes in the appropriate files.
• Assist with routine administrative tasks related to investment account servicing.
• Maintain up-to-date documentation and notes for client servicing needs.
• Monitor general email inboxes and identify items requiring follow-up.

Qualifications:

• Minimum 2 years of administrative or office support experience.
• Strong ability to work in a manual, paper-heavy environment.
• Exceptional attention to detail and accuracy in handling documents.
• Ability to follow structured processes and take direction well.
• Strong organizational skills with the ability to prioritize and maintain workflow in a fast-paced setting.
• Clear and professional communication skills (phone and in-person).
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Ability to handle confidential client information with discretion.
• Must be able to work onsite every day; no remote or hybrid options.
• Experience in financial services, tax preparation support, accounting offices, or document-intensive environments (preferred).
• Associate or bachelor's degree (preferred but not required).
• Experience handling handwritten documentation and structured filing systems.
• Familiarity with processes that require accuracy, repetition, and adherence to steps.

Pay Details: $22.00 to $24.00 per hour