Service Administrator

Allworth Financial(2 months ago)

Indianapolis, IN, Indiana, United StatesOnsiteFull TimeSenior$118,664 - $159,645 (estimated)Service

About this role

The Service Administrator is a senior member of Allworth Financial's Service Team who partners with Financial Advisors to enhance the client experience and support firm growth. The role is situated within a high-growth RIA and emphasizes operational excellence, compliance awareness, and collaboration across internal teams. This is a full-time, exempt position based in Indianapolis requiring five days in-office work.

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Required Skills

Client Liaison
Relationship Management
Process Improvement
Team Leadership
Account Management
Trade Execution
Onboarding
Notary Services
CRM Systems
Financial Planning

+7 more

Qualifications

Bachelor's Degree
CFP®
CFA®

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.

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