Job Description

Company/Role Overview:

CliftonLarsonAllen (CLA) Search has been exclusively retained by CD Enterprises, Ltd. (CDE) to identify a highly motivated Director of Administration to join their exceptional team.

Based in Indianapolis, Indiana, CDE is a private, single-family office providing sophisticated financial and investment management services to both institutional and individual clients. Beyond portfolio oversight, the firm administers facility operations, payroll, and benefits for its organization and affiliated entities.

This hybrid role offers a flexible blend of on-site and remote work. The Director of Administration will deliver high-level support to the President and CEO, overseeing communications, calendars, travel arrangements, budget coordination, and special projects. The role also involves planning and executing board and committee meetings, managing materials and minutes, maintaining official records, and leading office operations, including staff travel and event logistics.

What You’ll Do:

• Schedule internal and external meetings, plan trips and events, and maintain balanced calendars
• Arrange detailed travel logistics including flights, hotels, ground transportation, and itineraries; maintain memberships, visas, and travel documents as needed
• Prepare and submit expense reports for the CEO and leadership team
• Draft, edit, and ensure quality control of executive correspondence
• Provide light IT assistance and coordinate with IT on equipment and office tech needs
• Communicate with staff and direct reports regarding CEO-related matters
• Coordinate all Board and committee activities, including meeting materials, calendars, travel, retreats, and orientations
• Support the Chair of the Board and committee chairs with related responsibilities
• Maintain institutional Board records, membership lists, and service recognitions
• Assist in developing budget materials and support budget-related functions for the Office of the CEO
• Manage general office operations and lead special projects assigned
• Evaluate and suggest improvements to administrative processes
• Organize staff-related events including luncheons, celebrations, board dinners, and holiday parties
• Oversee office and kitchen supply inventory and procurement
• Run occasional errands and provide transportation (e.g. mail delivery, supply pickup, check signing)
• Liaise with vendors for services such as copiers, postage machines, water delivery, and shredding bins
• Create visually appealing presentations and reports through data collection, research, and clear messaging
• Review documents and materials for accuracy, clarity, and professionalism
• Maintain a high level of discretion, work ethic, attention to detail, and positive attitude
• Collaborate with executive staff to ensure smooth office operations
• Welcome visitors and interns and assist with orientation of new staff
• Perform general administrative tasks including answering phones, managing mail, updating contacts database, and handling reservations
• Provide additional support to the CEO and leadership team as needed

What You’ll Need:

• Bachelor’s degree
• Minimum 7 years' experience in administration or project management
• Exceptional communication, organizational, and interpersonal skills
• Comfortable working across diverse teams and adapting to fast-paced environments
• Skilled in Microsoft Office, Zoom, Teams, SharePoint, and various office tech
• Maintains confidentiality, professionalism, and proactive thinking
• Proficient in handling data and performing accurate computations
• Core competencies include integrity, collaboration, sound judgment, planning, efficiency, innovation, leadership, and consistently high-quality work.

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