We are in search of a driven, service-oriented professional that will be responsible for overseeing scheduling, communication, and other key administrative functions in support of a senior advisor. The ideal individual will have the ability to exercise good judgment in a variety of situations, possesses strong written and verbal communication, and has the ability to maintain a realistic balance among multiple priorities.

This is position is based out of our Carmel, IN location.

Primary duties include:

• Manage calendars and coordinate meetings for client meetings, internal huddles, etc.

• Coordinate the expense reporting process including tracking eligible expenses, gathering appropriate documentation, etc.

• Develop and closely follow appropriate standard operating procedures to ensure compliance with applicable regulatory requirements and corporate quality standards.

• Coordinate with the internal support team as needed to ensure the advisor's practice runs smoothly.

• 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.

Requirements

• 2+ years of administrative support or equivalent experience required. Awareness of financial terms and industry functions preferred.

• High school diploma required; higher-level education preferred.

• Experience working with a CRM system required; NetSuite experience preferred

• Highly proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and database management.

• 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.

Valeo Financial Advisors is one of the largest fee-only, investment firms in the Midwest. With nearly $7 billion under management, clients in 40+ states, client retention over 99%, and year over year company growth, we are driven to change an industry that advertises promises better than it delivers them.

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.