Executive Assistant

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.

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. If you are driven, meticulous, and ready to advance your career in a setting that celebrates your achievements, we encourage you to apply.

Embark on a rewarding journey with us where you can make a significant impact while working alongside industry leaders. Be part of a team that thrives on excellence, innovation, and a commitment to exceptional service. Apply now to become the Executive Administrative Assistant at Horter Investment Management and take the next step towards a flourishing career.