Senior Executive Assistant & Operations Partner

Credent Wealth Management

Auburn (IN)

On-site

USD 65,000 - 90,000

Full time

5 days ago
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Job summary

Credent Wealth Management is seeking an Executive Administrator to partner with the Executive Leadership Team. The role manages calendars, coordinates meetings and travel, and ensures seamless day-to-day administrative operations.

You will be the first impression for executive visitors and strategic partners, delivering high-level service and confidentiality. Ideal candidates have 5+ years of experience supporting senior leaders, excellent MS Office skills, and a polished, service-oriented

Qualifications

  • 5+ years of progressively responsible administrative experience supporting senior leaders.
  • Experience coordinating complex schedules, travel arrangements, events, and confidential matters.
  • Strong judgment and ability to handle highly confidential information with discretion.
  • Advanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Teams, Word).

Responsibilities

  • Provide high-level administrative support to the Executive Leadership Team with professionalism and discretion.
  • Manage complex calendars, scheduling across departments and time zones.
  • Coordinate travel arrangements, itineraries, and related logistics.
  • Prepare expense reports, reimbursements, invoices, and supporting documentation.
  • Plan and execute executive meetings, leadership events, and partner visits.
  • Prepare correspondence, presentations, and meeting materials with accuracy.
  • Maintain accurate records and confidential documents; manage office operations.
  • Coordinate with facilities, vendors, and real estate partners as needed.
  • Build strong relationships across the firm to support objectives and priorities.

Skills

Organizational skills
Time management
Executive support
Discretion
MS Office
Communication

Education

High school diploma
Business/communications degree preferred

Tools

Salesforce
Concur
SAP

Job description

Credent Wealth Management is seeking an Executive Administrator to partner with the Executive Leadership Team. The role manages calendars, coordinates meetings and travel, and ensures seamless day-to-day administrative operations.

You will be the first impression for executive visitors and strategic partners, delivering high-level service and confidentiality. Ideal candidates have 5+ years of experience supporting senior leaders, excellent MS Office skills, and a polished, service-oriented

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