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
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
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.
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.
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.