Executive Administrator

The 2026 Investment News Employer of Choice, CX Institutional, LLC d/b/a Credent Wealth Management is a $4.5 billion Registered Investment Advisor (RIA) headquartered in Indiana. We offer a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful service, planning, and investment solutions, promising clients that we are "Advisors Who Care as Much as You Do." Since our inception in 2018, Credent has grown strategically through a combination of organic growth and acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans and protect their clients.

Credent’s culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including Forbes’ America's Top RIA Firms since 2023, Financial Advisor Magazine's RIA Ranking since 2024, and Advisor Hub’s RIAs to Watch since 2023.

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The Executive Administrator serves as a trusted partner to the Executive Leadership Team, providing high-level administrative, operational, and event coordination support. This role is responsible for managing complex executive calendars, coordinating meetings and travel, facilitating internal and external events, and ensuring seamless execution of day-to-day administrative operations. Acting as the first impression of the firm for executive visitors, strategic partners, acquisition opportunities, and other key stakeholders, this individual serves as the organizational hub for executive activities, strategic meetings, partner visits, and office operations.

The Executive Administrator maintains the highest level of professionalism, confidentiality, discretion, and attention to detail while ensuring an exceptional experience for both internal and external stakeholders.

• 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, serving as a professional ambassador and first impression of the firm while ensuring a welcoming, organized, and exceptional experience.
• Prepare correspondence, presentations, reports, meeting materials, and other business documents with a high degree of accuracy and attention to detail.
• Maintain accurate records, files, and documentation while ensuring the appropriate handling of confidential and sensitive information.
• Manage office administrative activities, including conference room readiness, office supplies, mail distribution, vendor coordination, facilities-related needs, and general office…