Front Desk Administrator
About INVST
INVST is a forward-thinking financial services firm dedicated to making money work for people. We believe in an abundance mindset, personal integrity, and always growing — both for our team and for the clients we serve. Based in Indianapolis, we bring energy, purpose, and a client-first approach to everything we do.
About the Role
You're not just answering phones — you're the first impression of a firm that's redefining what financial advisory looks like. Our role is vital in ensuring smooth office operations and an exceptional client experience. This position requires excellent communication skills, a professional demeanor, the ability to multitask in a fast-paced environment, and helping maintain the professional and fun environment that defines INVST.
What You'll Do
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
What We're Looking For
Qualifications + 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
- Excellent organizational skills, ability to prioritize, follow up, and multi-task
- Flexible and resourceful at problem-solving
- Ability to work independently or as part of a team
- Ability to move up and grow in business based on success in cross-training
Why INVST?
- We're an award-winning, SEC-registered RIA based in Indianapolis, named one of USA Today's Best Financial Advisory Firms
- A culture built on core values
- Competitive compensation and benefits
- A collaborative, supportive team environment
- Opportunities for growth and professional development
- The chance to make a real impact on people's financial lives
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