Administrative Coordinator

Description

Role Overview

The Administrative Coordinator provides administrative, operational, and event support across the Advisor Consulting division by coordinating meetings, managing communications, supporting onboarding activities, and assisting with key business initiatives. The ideal candidate is highly organized, professional, adaptable, and capable of managing multiple priorities while delivering exceptional service and maintaining confidentiality. This role serves as the first point of contact for visitors, clients, candidates, and employees while ensuring the smooth day-to-day operation of the office.

Primary Responsibilities

• Provide administrative support to the President of Distribution and associated teams through calendar management, document preparation, expense tracking, data entry, and prioritization of urgent communications.
• Assist with the planning and execution of internal and external meetings, events, training programs, and company initiatives, including logistics, invitations, agendas, vendor coordination, and budget tracking.
• Coordinate meetings, conference room schedules, travel arrangements, client visits, and other administrative activities to support business operations.
• Serve as the first point of contact for visitors, clients, candidates, and employees by providing a professional and welcoming office experience.
• Manage front desk operations, including answering and directing phone calls, handling incoming mail and deliveries, and maintaining a well-organized office environment.
• Partner with Human Resources, Advisor Consulting, Marketing, National Accounts, and other internal teams to support onboarding, recruiting activities, employee engagement programs, and departmental initiatives.
• Maintain accurate records, office supplies, and operational processes while identifying opportunities to improve efficiency and enhance the employee, candidate, and client experience.
  
  

Req Number ADM-26-00002

Position Requirements

Qualifications And Experience

• Bachelor’s degree in Business Administration, Communications, Hospitality, Marketing, or a related field preferred.
• 3-5 years of administrative, office management, executive support, event coordination, or customer service experience in a professional environment.
• Demonstrated ability to coordinate multiple projects, meetings, events, and competing priorities while maintaining attention to detail and meeting deadlines.
• Proficiency with Microsoft 365 applications, including Outlook, Teams, Copilot, OneDrive, OneNote, Word, Excel, and PowerPoint; experience with CRM systems and virtual meeting platforms preferred.
• Strong interpersonal, written, and verbal communication skills with the ability to build relationships and deliver exceptional service to clients, candidates, employees, and business partners.
• Proven ability to handle confidential information with discretion, exercise sound judgment, and maintain professionalism in all interactions.
• Highly organized, proactive, and adaptable self-starter with strong problem-solving skills, a customer-service mindset, and the ability to work independently while collaborating effectively across teams.
  
  

Skills & Competencies

• Consistently deliver a professional, responsive, and welcoming experience for clients, candidates, visitors, and employees.
• Effectively manage multiple priorities, deadlines, and logistics while maintaining exceptional attention to detail and accuracy.
• Build strong working relationships across departments and serve as a dependable resource for internal and external stakeholders.
• Demonstrate initiative, adaptability, and sound judgment in anticipating needs, resolving issues, and supporting business objectives.
• Maintain the highest standards of confidentiality, accountability, and organizational excellence while driving efficient office operations.
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).