Carmel, Indiana, United States · On-site
Description About Shepherd Financial Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people a…
Skills: Customer Service, Office Administration, Microsoft Office Suite, Organization, Attention To Detail
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The Office Administrator manages the front desk, serving as the primary point of contact for clients and guests. They are also responsible for day-to-day office operations, facilities support, and providing administrative assistance to the broader team.
Candidates must be proficient in Microsoft Office Suite and possess strong organizational and communication skills. The role requires a professional, warm demeanor and the ability to manage multiple priorities in an on-site environment.
Description
Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. For businesses, we guide retirement plan committees and employees through processes that prioritize education, engagement, and cost-effective solutions. For individuals and families, we create strategies to help our clients grow, protect, and transfer their assets. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.
While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each Shepherd Financial team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client we serve.
Integrity: We thoughtfully serve our clients and one another with trusted, dedicated, and highly responsive care.
Service: We regularly and generously share our time, expertise, and money to positively impact the well-being of our clients, community, and one another.
Empathy: We genuinely value people, honor their unique experiences and capabilities, and create inclusive, collaborative environments.
Innovation: We are engaged and passionately curious, generating creative and flexible solutions for our clients and team.
Quality: We provide consistent service and resources, offering unmatched value and accountability to our clients and the financial industry.
Growth: We intentionally seek opportunities to learn, develop, and flourish, emphasizing individual and team health.
The Office Administrator plays a vital role in ensuring the smooth and professional operation of Shepherd Financial’s main office. This individual is the face and voice of Shepherd Financial as they are the first person clients and guests encounter, whether in person or over the phone. A warm greeting, genuine smile, and an attentive, professional presence set the tone for every client relationship. Beyond the front desk, the Office Administrator provides exceptional customer service and day-to-day support across multiple areas of the business.
The ideal candidate is naturally warm and personable, as well as organized, dependable, and detail-oriented, with a proactive mindset and a strong ability to manage multiple priorities. They take pride in creating a welcoming environment and ensuring that office operations run efficiently and effectively.
Retirement plan consulting | Wealth management
At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind. Better financial decisions start with a clear understanding of what matters most to you. We build strategies around your priorities, and the realities you’re navigating. For employers, we sit alongside you to design and support retirement plans in a way that lightens the load for your team and prepares your employees for what’s ahead. For individuals and families, we help connect financial decisions to real life, so your plan reflects not just what you want to build, but how you want to live. Across everything we do, it’s our people who make the difference, bringing care and intention to every relationship. Meet the team behind Shepherd. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.
Offices: 111 Congressional Blvd, Suite 100, Carmel, IN 46032, US
Retirement plan consulting | Wealth management
At Shepherd Financial, we partner with organizations and families to deliver purposeful financial guidance that brings clarity and lasting peace of mind. Better financial decisions start with a clear understanding of what matters most to you. We build strategies around your priorities, and the realities you’re navigating. For employers, we sit alongside you to design and support retirement plans in a way that lightens the load for your team and prepares your employees for what’s ahead. For individuals and families, we help connect financial decisions to real life, so your plan reflects not just what you want to build, but how you want to live. Across everything we do, it’s our people who make the difference, bringing care and intention to every relationship. Meet the team behind Shepherd. Advisory services offered through Shepherd Financial Investment Advisory, LLC or Capital Analysts, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Shepherd Financial, LLC and Shepherd Financial Investment Advisory, LLC are independent of and not affiliated with Capital Analysts or Lincoln Investment.
Offices: 111 Congressional Blvd, Suite 100, Carmel, IN 46032, US
