Full Job Description Job Title:

Administrative Assistant -

Investment Operations Location:

Carmel, IN Job Type:

Full-time Job Summary We are seeking a detail-oriented, highly organized Administrative Assistant to support our investment team. In this role, you will manage daily administrative workflows, schedule client meetings, coordinate compliance documentation, and serve as a key point of contact for internal staff, portfolio company executives, and high-net-worth clients.

Key Responsibilities Administrative Support:

Manage executive calendars, process reports, and schedule internal/external meetings.

Client & Investor Relations:

Draft professional correspondence, welcome visiting clients, and assist with preparing meeting agendas, presentation decks, and quarterly investor updates.

Document Management:

Organize and archive confidential files, fund agreements, quarterly reports, and client onboarding materials with high precision.

Operations & Compliance:

Track compliance documentation, assist with Know Your Customer (KYC)/Anti-Money Laundering (AML) checks, and liaison with internal legal and compliance teams.

Data Entry & CRM Maintenance:

Maintain and update client/investor records in our CRM system (e.g., Salesforce, HubSpot, or industry-specific tools).

Office Coordination:

Manage office supplies, vendor relationships, incoming mail, and basic office logistics to ensure smooth day-to-day operations. Qualifications & Requirements 2-4 years of administrative experience, ideally within financial services. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM/file-sharing platforms. High degree of discretion and ability to handle confidential financial and investor information. Strong written and verbal communication skills with a polished, professional demeanor. Exceptional attention to detail and strong organizational skills. Bachelor's degree preferred, or equivalent professional experience.

Salary & Benefits Pay Range:

Competitive, commensurate with experience.

Benefits:

401(k) matching; paid time off (PTO); Federal holidays paid time off.

Pay:

$24.00 - $30.94 per hour

Work Location:

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