Executive Assistant � Advisor

Valeo Financial Advisors•Carmel, IN

7h•Onsite

About The Position

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B 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 unlimited PTO, 401(k) with company match, and health coverage. Position Overview: This position provides high-level administrative and operational support to help the advisor serve clients and grow their practice. This role ensures seamless day-to-day organization, proactive coordination, and an exceptional client experience, allowing the advisor to focus on relationship-building and strategic growth. This position requires consistent in-person attendance at our Carmel, Indiana headquarters.

Requirements

3+ years of experience providing administrative support or an equivalent blend of experience.
Bachelor's degree is preferred, but candidates with some higher education experience will be considered if all other qualifications are met.
Highly proficient in Microsoft Office, Adobe Acrobat, and related technology.
Discrete and highly meticulous with sensitive and confidential corporate and client information.
Exceptional interpersonal skills with a proven ability to establish and maintain relationships.
Excellent time management, organization and problem-solving skills.

Nice To Haves

Prior CRM experience a plus.

Responsibilities

Manage all scheduling for advisor, including client meetings, internal team meetings and personal schedule in both Outlook and Salesforce.
Ensure that advisor is meeting client service standards by scheduling quarterly meetings and managing work flow for the advisor and advisors team.
Assist advisor with team communication by monitoring client emails.
Assist advisor and advisor team with client tasks as needed.
Assist with ensuring that all client information is maintained in Salesforce.
Assist advisor with all aspects of prospects including scheduling and entering data in Salesforce.
Email management assist advisor with email management and monitoring. Flag emails for advisor/advisor team as needed.
Track and submit monthly expense report for advisor.
Save client information to Box and/or MFiles as needed.
Travel arrangements handle all travel arrangements as needed.
Order client gifts as needed.
Assist advisor with events and sponsorships as needed.