Job Description

You're not just answering phones. You're the first impression of a firm that's redefining what financial advisory looks like. If you thrive in a fast-paced environment, love people, and want to be part of something genuinely different — read on.

ABOUT US

Invst is an award-winning, SEC-registered investment advisor in Indianapolis — named one of USA Today's Best Financial Advisory Firms . We're not your typical Wall Street firm. We put clients first, act with integrity, and build a team culture where everyone is treated like an essential part of the mission. We help people live the life they want by making money work for them.

FRONT DESK ADMINISTRATOR

Be the warm, professional face and voice clients encounter first

Manage reception, switchboard, and appointment coordination

Keep the office running — supplies, mail, conference rooms

Support all departments with admin tasks and research

Assist with events, client gifts, and special projects

Track invoices and expenses for the Finance team

Cross-train across teams — grow your role over time

Prepare conference rooms for client meetings and presentations

KEY RESPONSIBILITIES

Client Services & Reception:

• Greeting clients and visitors with a friendly, professional attitude
• Operate switchboard and direct potential clients to relevant departments
• Assist with coordinating conference room bookings and appointments

Office Administration:

• Maintain a clean and organized front desk, waiting area, and conference rooms
• Record, file, and track all outgoing and incoming couriers, and sort mail
• Order and stock office supplies, beverages/snacks, and other necessities
• Assist with document management, scanning, and filing
• Maintain restrooms, kitchen, and lunch area
• Prepare conference rooms for client meetings, including refreshments, and materials

Team Support:

• Assist with administrative tasks and provide research and support to all departments and individuals, where necessary
• Help with event planning, client appreciation gifts, and special projects
• Cross-train with different teams and provide backup when necessary
• Ad hoc duties as required and directed by Leadership team
• Record all incoming invoices and expenses in register, gaining appropriate approval where necessary, and forward to Finance Department in a timely fashion

QUALIFICATIONS AND SKILLS

• Bachelor’s degree or equivalent experience is desired
• Excellent communication and telephone skills (fluent, spoken, and written English)
• Good computer skills – efficiency in MS Office (Outlook, Word, Excel, PowerPoint)
• Friendly personality – approachable, outgoing, assertive, professional
• Excellent organizational skills, ability to prioritize, follow up, and multitask
• Flexible and resourceful at problem-solving
• Ability to work independently or as part of a team

BENEFITS

Competitive salary plus bonus based on team performance

• 401(k) with Roth option and company match
• Health insurance reimbursement
• Too many others to list here

Our culture is unique. Our team is driven. If you're energetic, people-focused, and ready to grow — this is your move.

Invst, LLC (“Invst”) is an SEC-registered investment advisor located in Indianapolis, Indiana

Job Tags

Similar Jobs