Administrative Coordinator. Advisor Consulting
Listed on 2026-08-03
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Administrative/Clerical
Office Administrator/ Coordinator -
Business
Office Administrator/ Coordinator
EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
Category Administration DescriptionRole Overview
The Administrative Coordinator provides administrative, operational, and event support across the Advisor Consulting division by coordinating meetings, managing communications, supporting onboarding activities, and assisting with key business initiatives. The ideal candidate is highly organized, professional, adaptable, and capable of managing multiple priorities while delivering exceptional service and maintaining confidentiality. This role serves as the first point of contact for visitors, clients, candidates, and employees while ensuring the smooth day-to-day operation of the office.
PrimaryResponsibilities
- Provide administrative support to the President of Distribution and associated teams through calendar management, document preparation, expense tracking, data entry, and prioritization of urgent communications.
- Assist with the planning and execution of internal and external meetings, events, training programs, and company initiatives, including logistics, invitations, agendas, vendor coordination, and budget tracking.
- Coordinate meetings, conference room schedules, travel arrangements, client visits, and other administrative activities to support business operations.
- Serve as the first point of contact for visitors, clients, candidates, and employees by providing a professional and welcoming office experience.
- Manage front desk and other office operations, including answering and directing phone calls, handling incoming mail and deliveries, supplies and maintaining a well-organized office environment.
- Partner with Human Resources, Advisor Consulting, Marketing, National Accounts, and other internal teams to support onboarding, recruiting activities, employee engagement programs, and departmental initiatives.
- Maintain accurate records, office supplies, and operational processes while identifying opportunities to improve efficiency and enhance the employee, candidate, and client experience.
- Associate's or Bachelor's degree in Business Administration, Communications, Hospitality, Marketing, or a related field preferred.
- Three to five years of administrative, executive support, office management, event coordination, or customer service experience in a professional environment.
- Experience supporting senior leaders in a fast-paced business environment.
- Experience planning or coordinating meetings, conferences, or corporate events is preferred.
- Experience coordinating meetings, events, travel, and office operations.
- Proficiency with Microsoft 365 applications, including Outlook, Teams, Word, Excel, PowerPoint, One Drive, One Note, and Copilot.
- Experience with CRM systems and virtual meeting platforms preferred
- Consistently delivers a professional, responsive, and welcoming experience for clients, candidates, visitors, and employees.
- Effectively manages multiple priorities, deadlines, and logistics while maintaining exceptional attention to detail and accuracy.
- Communicates professionally and builds strong working relationships across departments and with internal and external stakeholders.
- Demonstrates initiative, adaptability, sound judgment, and a proactive approach to anticipating and resolving issues.
- Maintains the highest standards of confidentiality, professionalism, and accountability.
- Demonstrates excellent organizational and time management skills while working independently and collaboratively.
- Possesses a strong customer service mindset with a commitment to providing exceptional support.
Full-Time/Part-Time Full-Time
Shift
-not applicable-
City Dublin
State OH
Zip Code
Key Words
Position Administrative Coordinator. Advisor Consulting
Number of Openings 1
Exempt/Non-Exempt Non-Exempt
Req Number ADM-26-00002
Open Date 7/29/2026
Location Meeder Investment Management
About the OrganizationMeeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our…
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