Executive Assistant

Horter Investment Management; Cincinnati (OH); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) with matching

Dental/Health/Vision Insurance

Paid Time Off/Parental Leave

Job summary

Horter Investment Management, a Cincinnati-based advisory firm, seeks an Executive Assistant to support the Founder & CEO on-site in Cincinnati, OH. You will manage calendars, schedule meetings, arrange travel, and prepare documents with high accuracy in a fast-paced financial services setting.

Ideal candidates have strong executive-support experience, superb communication, and proficiency with Microsoft Office.

Qualifications

• High school diploma or equivalent; Bachelor’s degree preferred.
• Strong Executive Administrative Assistance and Administrative Assistance skills, including calendar management, meeting coordination, and document organization.
• Executive Support experience with handling confidential information and supporting senior leadership.
• Excellent communication skills, including professional email etiquette and client interactions.
• Proficiency with office productivity tools (e.g., Microsoft Office), attention to detail, and organization.
• On-site full-time work in Cincinnati, OH; ability to handle changing priorities in a fast-paced environment.
• Prior experience in financial services or professional services is beneficial; related degree preferred but not required.

Responsibilities

• Manage the CEO’s calendar, scheduling meetings and ensuring preparedness.
• Handle daily administrative tasks including document creation, editing, and correspondence with minimal supervision.
• Arrange travel plans and itineraries and prepare correspondence as directed.
• Screen incoming calls to the CEO’s office and greet visitors professionally.
• Organize the flow of work through the CEO’s office and maintain documentation with high accuracy.
• Serve as a liaison to internal and external contacts, handling inquiries and prioritizing tasks.
• Provide general administrative support to other staff and undertake additional responsibilities as directed by the CEO.

Skills

Executive support

Calendar management

Meeting coordination

Document organization

Communication

Office tools

Education

Bachelor's degree preferred

Associate or Bachelor's in business/communications

Tools

Microsoft Office

Job description

Company Description

Horter Investment Management is a homegrown registered investment advisory firm founded by Drew Horter, who began in the financial industry in the 1980s and established the firm in 1991. Based in Cincinnati, OH, the firm is rooted in Midwestern values and focuses on building long-term relationships.

Role Description

The Executive Assistant role is a full-time, on-site position based in Cincinnati, OH, supporting our Founder & CEO in a dynamic financial services environment. Day-to-day responsibilities include managing calendars, scheduling meetings, coordinating travel arrangements, and facilitating document preparation with a high level of accuracy. The Executive Assistant will help streamline administrative processes, support special projects, and contribute to a professional, client-focused office environment. The ideal candidate should excel in a dynamic environment and demonstrate versatility in their work.

Key Responsibilities

• Manage the CEO’s calendar, scheduling meetings, and ensuring the CEO is well-prepared for all engagements.
• Handle daily administrative tasks including document creation, editing, and correspondence with minimal supervision.
• Arrange travel plans and itineraries, and independently prepare correspondence as directed.
• Screen incoming calls to the CEO’s office and greet visitors, ensuring professionalism and efficiency.
• Organize the flow of work through the CEO’s office, maintaining files and managing documentation with a high level of accuracy.
• Serve as a liaison to internal and external contacts, effectively handling inquiries and prioritizing tasks.
• Provide general administrative support to other staff members as needed, and undertake additional responsibilities as directed by the CEO.

Qualifications

• High school diploma or equivalent; Bachelor’s degree preferred.
• Candidates should possess strong Executive Administrative Assistance and Administrative Assistance skills, including calendar management, meeting coordination, and document organization.
• Candidates should possess Executive Support experience, including handling confidential information, preparing deliverables, and supporting senior leadership with day-to-day priorities.
• Candidates should possess excellent Communication skills, including clear written and verbal communication, professional email etiquette, and the ability to interact effectively with clients and colleagues.
• Proficiency with office productivity tools (e.g., Microsoft Office or similar), attention to detail, and strong organizational and time management abilities.
• Ability to work on-site full time in Cincinnati, OH, manage multiple tasks, and adapt to changing priorities in a fast-paced environment.
• Prior experience in financial services or a professional services setting is beneficial; an associate or bachelor’s degree in business, communications, or a related field is preferred but not required.

Position Demands

May require extended hours during peak workloads or for special projects.

Salary

From $50,000 to $80,000 per year based on experience. Performance-based bonuses available.

Benefits

401(k) with matching, Dental/Health/Vision Insurance, Paid Time Off/Parental Leave

Location/Job Type

Full-time Contract, In-Office Cincinnati, OH 45249

Schedule

Mon-Fri, 8:30am to 5:00pm, with additional hours as needed to meet business demands.

Ability to commute/relocate

Required to reliably commute or relocate to Cincinnati, OH 45249 before starting work.

Company Culture

At Horter Investment Management, you are not just taking on a role; you are joining a community of professionals dedicated to mutual success and personal growth. We pride ourselves on fostering a supportive and dynamic work environment where your contributions are valued and your professional development is taken seriously.