Senior Executive Operations & Events Lead

Cx Institutional Llc; Auburn (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

CX Institutional, LLC d/b/a Credent Wealth Management seeks an Executive Administrator to partner with the Executive Leadership Team, manage calendars, coordinate travel, and organize events with a focus on confidentiality and efficiency.

You will be the firm's first impression for visitors and partners, ensuring seamless day-to-day operations and exceptional service across time zones and evolving priorities.

Qualifications

• 5+ years of progressively responsible administrative experience supporting senior executives.
• Experience coordinating complex calendars and travel arrangements.
• Discretion and handling confidential information.
• Proficiency in MS Office and business systems (CRM, travel, reporting).
• Strong communication and organizational skills.

Responsibilities

• Provide high-level administrative support to the Executive Leadership Team, exercising sound judgment, professionalism, confidentiality, and discretion in all matters.
• Manage complex executive calendars, including scheduling meetings, coordinating priorities, resolving conflicts, and facilitating meetings across multiple executives, departments, and time zones.
• Monitor and proactively address scheduling, logistical, and administrative challenges while anticipating executive and organizational needs.
• Coordinate and manage travel arrangements, including airfare, lodging, ground transportation, itineraries, and related logistics.
• Prepare, process, and maintain expense reports, reimbursements, invoices, and supporting documentation through Concur and other business systems.
• Plan, coordinate, and execute executive meetings, leadership meetings, special projects, corporate events, and other business-related functions.
• Lead and coordinate onsite visits for executive guests, prospective business partners, acquisition opportunities, candidates, vendors, and other visitors.
• Prepare correspondence, presentations, reports, meeting materials, and other business documents with accuracy.
• Maintain accurate records, files, and documentation while ensuring confidential handling of information.
• Coordinate with facilities and office operations to ensure readiness and efficiency.
• Build strong working relationships across all levels of the firm to support objectives.
• Demonstrate professionalism and customer service in all interactions.
• Promote the firm's mission, values, and culture of excellence.
• Perform special projects as assigned.

Skills

Executive support

Calendar management

Communication skills

Confidentiality

Time management

Multitasking

Problem solving

Education

High school diploma

Bachelor's/Associate degree in business or communications

Tools

Microsoft Office

Concur

Salesforce

Travel booking systems

Teams

Job description

CX Institutional, LLC d/b/a Credent Wealth Management seeks an Executive Administrator to partner with the Executive Leadership Team, manage calendars, coordinate travel, and organize events with a focus on confidentiality and efficiency.

You will be the firm's first impression for visitors and partners, ensuring seamless day-to-day operations and exceptional service across time zones and evolving priorities.