Invst, LLC is a distinguished SEC-registered investment advisor based in Indianapolis, Indiana. Our mission is to serve our clients with unparalleled integrity and expertise, free from the influence of Wall Street giants. As a fiduciary, our commitment is to always act in the best interest of our clients, guiding them towards achieving their financial goals with trust and transparency. We believe in our core values of Always Got Your Back, Personal Integrity, Abundance, Batteries Included, Whatever It Takes, Without Whining, While Only Winning (WITWOWOW), and Always Growing!
Position Overview:
Invst, LLC is seeking a highly organized, detail-oriented, and dynamic Executive Assistant to provide comprehensive support to our CEO. The ideal candidate will be the linchpin for the CEO's daily operations, ensuring efficient management of their calendar, communications, and the seamless execution of company initiatives and events. This role is pivotal in enabling our CEO to focus on leading the firm towards continued success and growth. Position has growth opportunities within firm.
Key Responsibilities:
Calendar Management: Efficiently manage the CEO's calendar, including scheduling appointments, prioritizing engagements, and ensuring optimal allocation of the executive's time.,
Communication: Handle the drafting, editing, and management of emails, memos, and other communications on behalf of the CEO, ensuring clarity, professionalism, and timely dissemination of information.,
Event and Meeting Coordination: Organize internal and external meetings and events, including logistics such as scheduling, sending reminders, arranging catering, and ensuring all necessary materials are prepared.,
Administrative Support: Provide high-level administrative assistance, including document preparation, accounting tasks, and managing specific projects to support the CEO and the firm's objectives.,
Professional Development: Participate in opportunities for professional growth and development to enhance skills relevant to the role and the firm's evolving needs.
Key Characteristics and Skills:
Exceptional Organizational Skills: Demonstrated ability to prioritize, multitask, and follow up on projects with minimal direction.,
Strong Communication Skills: Excellent verbal and written communication skills in English, with the ability to communicate effectively across all levels of the organization.,
Technical Proficiency: Good computer skills with proficiency in MS Office applications (Outlook, Word, Excel, PowerPoint).,
Detail-Oriented: A keen eye for detail and a commitment to excellence in all administrative and operational tasks.,
Proactive and Independent: Ability to work independently, anticipate needs, and take initiative in a fast-paced environment.
Qualifications:
Proven experience as an Executive Assistant or similar role, preferably within a financial services or investment advisory context.,
Bachelor's degree in business administration, communications, or a related field is preferred.,
Experience in event planning and management is a plus.
Benefits:
Competitive salary and benefits package including monthly bonuses, 401K, Medical Insurance Reimbursement.,
Opportunities for professional development and growth within the company.,
A dynamic and supportive work environment committed to diversity, equity, and inclusion.,
Flexible PTO.
Invst, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.