Administrative Assistant
On-site · Carmel, Indiana, United States
Job Summary
The Branch Administrative Assistant provides high-level administrative support to the Branch Manager and team. Responsibilities include managing calendars and scheduling meetings via Teams, Zoom, and Outlook; handling emails, letters, packages, and phone calls; arranging travel; drafting professional emails; using spreadsheets and relational databases to inform management on clients and deals; performing research, updating databases/CRM, and tracking follow-up tasks; supporting day-to-day operations by opening and tracking tickets, resolving billing issues, and following up on documents; assisting with onboarding and offboarding; completing expense reports and reconciling receipts; performing various personal administration tasks; and cross-training in multiple departments to support the branch’s efficiency and effectiveness.
Required Qualifications
- High School diploma or equivalent
- Previous banking, financial services, or mortgage experience preferred, but not required
- Excellent communication skills
- Excellent time management and organization skills
- Proficient in Microsoft Office
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