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Baker Tilly Finance Operations Assistant in Indianapolis, Indiana

Are you ready for a new challenge where no day is the same?

Do you want to use your administrative skills and customer service experience in a professional setting?

Join Baker Tilly as a Finance Operations Assistant on our ­­­­­Baker Tilly Investment Advisory team in our Indianapolis office! In this role, you will work closely with the Baker Tilly Investment Services team providing administrative and operations support. You will have the opportunity to work in a fast-paced environment serving as a valued and trusted administrator for the team. Come and join a collaborative team where we can help you grow your skills, hone your expertise and provide the flexibility to allow for a healthy work/life balance!

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 146 territories, with 36,000 professionals. The combined worldwide revenue of independent member firms is $3.9 billion. Visit or join the conversation on LinkedIn, Facebook and Twitter.

It’s an exciting time to join Baker Tilly!

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

You will enjoy this role if:

  • You enjoy working in a fast paced environment and crave variety where no day is the same

  • You feel your skills and experience can be better used to contribute to a team effort addressing complex client issues

  • You want to work for a leading investment advisory firm that serves local government clients and has both their clients’ and employees’ best interests in mind and are transparent in their decisions

  • You are highly organized and detail oriented and enjoy supporting a team of people in order to provide top notch client service

  • You want to grow professionally and develop your administrative skills to build a career with opportunities for growth now, for tomorrow

What you will do:

The Finance Operations Assistant is responsible for ensuring the Baker Tilly client experience is best-in-class and develops client loyalty through proactive outreach, client investment service team coordination, and support. Responsibilities include, but are not limited to, the following:

  • Provide high level administrative support to the Baker Tilly Investment Services team by:

  • Preparing client presentations and materials

  • Maintaining paper-based and electronic files

  • Prepare team specific reports using advanced excel functions

  • Generating monthly/quarterly interest earnings reports

  • Preparing PowerPoint presentations

  • Provide high level client service support by:

  • Setting up and establishing new client accounts

  • Preparing investment documents and resolutions

  • Responding to client emails as directed

  • Calculating fees and preparing fee spreadsheets

  • Preparing and distributing statement and fee letters

  • Preparing quarterly statements

  • Reconciling statements to outstanding investments on trade blotter

  • Preparing miscellaneous summaries at client request

  • Researching client information as requested

  • Delegating technical questions to respective team members

  • In tandem with the business development team, manage the new client onboarding process

  • Attending client planning meetings with team to ensure action items are recorded and desired outcomes are achieved

  • Assisting with request for proposals (RFPs)

  • Assisting with construction fund accounting

  • Other special projects as requested

  • Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs

  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community

  • Enjoy friendships, social activities and team outings that encourage a work-life balance

Successful candidates will have:

  • Associate’s degree required; Bachelor’s degree highly desired

  • A minimum of five (5) years of administrative experience supporting multiple individuals; Administrative experience within the banking and/or insurance industry, or within a brokerage firm, highly desired

  • Ability to work independently with minimal supervision

  • Keen sense of accuracy and attention to detail

  • Professional demeanor and ability to handle matters confidentially

  • Ability to provide exceptional client service and exhibit a sense of urgency to complete work in a timely manner

  • Ability to work effectively through ambiguity and change

  • Demonstrated level of technical proficiency with Microsoft Office Suite Skills (Outlook, Word, Excel, and PowerPoint) at the advanced level

  • Eligibility to work in the U.S. without sponsorship, preferred

iCIMS Job ID: 14117

Street: 8365 Keystone Crossing