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Operations/Administrative Assistant

2 months ago

Carmel, United States Valeo Financial Advisors LLC Full time
Job DescriptionJob Description

Valeo is in search of a positive and service-oriented Operations Assistant to support the complex administrative needs of our headquarters in Carmel, Indiana. This position includes a blend of general office administration and receptionist duties to ensure efficient daily operations. The ideal individual will possess a positive attitude, be highly resourceful, and can balance multiple priorities with ease.

This position requires consistent in-office attendance.

Responsibilities:

  • Serve as the “Director of First Impressions” by greeting all clients and guests and maintaining conference rooms and other related public areas.
  • Screen all incoming phone calls, inquiries, visitors, and correspondence, and route accordingly.
  • Manage the daily office calendar and coordinate meetings for clients, prospects, strategic partners, internal stakeholders, etc.
  • Ensure the office is well-stocked with necessary supplies, coordinate deliveries, and communicate with vendors as appropriate for productive operations.
  • Process incoming checks, mail, and client legal documents by reviewing for accuracy, correctly logging, and distributing to the relevant parties.
  • Filing and organizing records, invoices, and other important documentation.
  • Develop and closely follow appropriate standard operating procedures to ensure compliance with applicable regulatory requirements and corporate quality standards.
  • Manage complex office administrative work requiring the use of independent judgment and initiative.
  • This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem necessary from time to time.

Qualifications:

  • 3+ years of administrative support or equivalent experience in a professional environment required. Prior experience in the finance industry preferred.
  • High school diploma required; higher-level education preferred.
  • Highly proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and database management. Experience working with a CRM system preferred.
  • Possess extremely high attention to detail and discretion when dealing with sensitive and confidential corporate and client information.
  • Very strong interpersonal skills and the ability to build relationships with key stakeholders.
  • Passionate about the client/guest experience with strong organization and time management skills.

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $9B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including flexible leave policies, 401(k) with company match, and health coverage.

Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.

Valeo does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings.