Goelzer Investment Management is seeking to add a motivated person to our Investment Management team as a Front Desk Receptionist.
With over 50 years of experience and more than $3 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live. Goelzer is one of the largest registered investment advisory firms in Indiana. For more information about our firm, please visit
www.goelzerinc.com.
The preferred candidate will be a self-starter who displays initiative and a positive attitude, a high level of integrity, and the motivation to take on a variety of tasks in a team-oriented environment. The successful candidate will be an individual who demonstrates a high level of respect for each person they encounter, is truly interested in continual personal and professional growth, and finds personal fulfillment in providing outstanding service and generally helping others.
This position is a full-time, in-person position at our offices in Carmel, Indiana. This position is not eligible for regular remote work.
Please send a cover letter and résumé to Heather Tilton, Director of Administration, at
[email protected]. A cover letter is required, and candidates are asked to highlight their capabilities with respect to the key aspects of this position.
JOB DESCRIPTION
Job Summary: The Front Desk Receptionist is responsible for managing the front desk, lobby, conference rooms, and break room, handling incoming and outgoing communications, coordinating meetings, and providing other administrative support. This position reports to the Director of Administration.
Key Responsibilities:
• Open the office at 8 AM and close the office at 5 PM each workday.
• Warmly welcome and assist clients and other visitors to the office.
• Quickly and professionally answer incoming calls, routing calls and taking and relaying messages as appropriate.
• Distribute daily communications to team members via email.
• Distribute incoming mail and coordinate outgoing mail.
• Manage the scheduling, cleanliness, and readiness of the lobby and conference rooms.
• Upload vendor invoices and expense reports to the firm’s expense management system.
• Coordinate catering, take notes, and support other logistics at internal meetings. Assist the Office Manager & IT Specialist and the Director of Strategic Partnerships with logistics relating to external engagement.
• Ensure the breakroom is clean and orderly and coffee and other beverages are fully available to colleagues and other guests.
• Coordinate with the building manager, help plan employee-related celebrations, and administer the “Goelzer Bucks” program, which rewards team members for certain achievements and external engagements.
• Assist the Office Manager & IT Specialist with the administration of the Sonos speaker system and the Brivo office security system.
• Perform administrative responsibilities for the CEO, President, and other members of the Leadership Team on a regular basis and for others in the firm on an as needed basis. Such duties include document preparation, data entry, and scheduling meetings.
• Manage and maintain the storage room and office supplies.
• Other duties as assigned.
Work Experience / Knowledge:
• Prior experience as a front desk receptionist or executive assistant preferred.
• Prior experience at a financial services firm a plus.
Skills / Other Personal Attributes Required:
• Strong interpersonal and collaborative skills.
• Highly responsive.
• Dedication to professionalism, ethics, and confidentiality.
• Strong attention to detail.
• Demonstrated initiative, creativity, judgment, maturity, and poise.
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