Front Desk Administrator
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 USInvst 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 ADMINISTRATORBe the warm, professional face and voice clients encounter firstManage reception, switchboard, and appointment coordinationKeep the office running — supplies, mail, conference roomsSupport all departments with admin tasks and researchAssist with events, client gifts, and special projectsTrack invoices and expenses for the Finance teamCross-train across teams — grow your role over timePrepare conference rooms for client meetings and presentationsKEY RESPONSIBILITIESClient Services & Reception:Greeting clients and visitors with a friendly, professional attitudeOperate switchboard and direct potential clients to relevant departmentsAssist with coordinating conference room bookings and appointmentsOffice Administration:Maintain a clean and organized front desk, waiting area, and conference roomsRecord, file, and track all outgoing and incoming couriers, and sort mailOrder and stock office supplies, beverages/snacks, and other necessitiesAssist with document management, scanning, and filingMaintain restrooms, kitchen, and lunch areaPrepare conference rooms for client meetings, including refreshments, and materialsTeam Support:Assist with administrative tasks and provide research and support to all departments and individuals, where necessaryHelp with event planning, client appreciation gifts, and special projectsCross-train with different teams and provide backup when necessaryAd hoc duties as required and directed by Leadership teamRecord all incoming invoices and expenses in register, gaining appropriate approval where necessary, and forward to Finance Department in a timely fashionQUALIFICATIONS AND SKILLSBachelor’s degree or equivalent experience is desiredExcellent 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, professionalExcellent organizational skills, ability to prioritize, follow up, and multitaskFlexible and resourceful at problem-solvingAbility to work independently or as part of a teamBENEFITSCompetitive salary plus bonus based on team performance401(k) with Roth option and company matchHealth insurance reimbursementToo many others to list hereOur 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