9 docusign jobs at 6 companies in Indianapolis, IN
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Client Service Associate - Wealth Management
Carmel, Indiana, United States
HybridFull Time
Shepherd Financial: Provides retirement plan consulting and wealth management services to organizations.
3+ YOE3-5+ years in wealth management or financial services; undergraduate degree preferred; experience with custodians, Redtail CRM, Docusign; strong MS Office; knowledge of investment accounts; ability to manage multiple priorities; compliance with internal policies; start by 8:30 AM.
Redtail CRM, Docusign, Microsoft Office (Word, Excel, PowerPoint), Orion
Prosperity BankNYSE: PB: Provides regional personal and business banking and financial services.
High school diploma or equivalent; completion of Personal Banker mentor/learning plan; strong communication, sales, and basic math skills; ability to operate 10-key and business systems.
Prosperity BankNYSE: PB: Providing retail and commercial banking and financial services.
High school diploma or equivalent; completion of Personal Banker Mentor Program or Learning Plan; up to 3 years new-account experience acceptable; strong communication, math, 10-key and basic computer skills; sales and customer-service orientation.
United Way of Central Indiana: Supports social services through philanthropy and community investments.
2+ YOEAssociate degree (or equivalent experience) required; 2+ years supporting business applications and platforms; experience with Microsoft 365, project management platforms, AI tools, training, vendor management, and documentation.
Microsoft Office 365 (O365), ChatGPT, Microsoft Copilot, Claude, Asana, FormStack, DocuSign, Microsoft Teams, SharePoint
Associated Asset Management: Professional management services for homeowner associations and residential communities.
3+ YOEMinimum 3 years community management experience (developer communities preferred); strong customer-service and conflict-resolution skills; budgeting and financial administration experience; strong computer proficiency; valid driver\u0002s license; high school required.
Chicago or Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yrHybridFull Time
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
2+ YOE2+ years alternative investments or asset/wealth management experience; strong analytical, communication, and Excel/PowerPoint skills; experience reviewing SEC filings; willingness to pursue SIE/Series7/63; ability to travel.
Simon Property GroupNYSE: SPG: Owns and operates premier shopping and mixed-use retail destinations.
Administrative experience in a fast-paced office, proficiency with Outlook and Office, ability to learn new software, strong organization, multitasking, communication, confidentiality, and document management skills.
TyMetrix, Coupa, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft SharePoint, DocuSign, TAP