Primary Responsibilities
- Provide administrative support to the President & CEO along with secondary support to other senior executives as time allows.
- Provide proactive executive level calendar & email management. Use Outlook to schedule meetings and ensure calendar is kept current and without conflict. Monitor meeting schedule and ensure CEO arrives on time. Review emails and advises CEO of urgent information.
- In partnership with other departments, coordinate meetings and client visits, including event logistics, room set-up, preparation of meeting materials, and travel and entertainment when needed. This includes ensuring all materials are accurate, up-to-date, and delivered to CEO and meeting participants in a timely manner.
- Refine simple presentation content as requested, including PowerPoint slides and other documents and materials that align with the CEO's goals and messaging. Assist with proofreading and editing communications and materials.
- Schedule and coordinate presentation rehearsal sessions with the CEO for key events.
- Organize digital and physical files for easy access, maintaining records of previous presentations and materials for reference or re-use in future meetings.
- Prepare and submit monthly expense reports.
- Provide support to the CEO for personal matters and tasks.
- Participate in the company's Culture Committee.
- Provide back-up support to administrative team, including front desk reception.
Critical Success Factors
- Demonstrate professionalism, accountability, and a strong work ethic.
- Demonstrate consistent proactive communication.
- Ability to adjust and be flexible to changing work needs and demands.
- Strong written and verbal communication skills.
- Superior planning and organizational skills.
- Good problem-solving abilities. Identify and resolve problems in a timely manner, gather and analyze information skillfully.
- Maintain confidentiality at all times.
Req Number ADM-24-00003
Position Requirements
Skills Required
- Bachelor’s degree.
- 5+ years’ experience in executive level administration.
- Advanced to expert level Microsoft Outlook, Word, Excel, PowerPoint skill level.
Prior Microsoft Teams experience preferred.
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 $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
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).