Administrative Assistant

Company Description Rocky Mountain Wealth Advisory Group is a financial services firm driven by a strong commitment to helping individuals and families plan for their financial future. The team combines deep knowledge of personal finance with professional training to provide guidance that is both practical and accessible. Over years of service, the firm has built a reputation for educating clients in an easy-to-understand way so they can apply financial concepts to pursue their goals. Rocky Mountain Wealth Advisory Group is rooted in a sense of responsibility to its community and focuses on building long-term, trust-based relationships with clients.

Role Description This is a full-time, on-site Administrative Assistant role based in Highlands Ranch, CO. The Administrative Assistant will support daily office operations, including managing calendars, scheduling appointments, organizing client files, and preparing documents and presentations. Responsibilities include answering and directing phone calls, welcoming visitors, handling mail, and providing general clerical support such as data entry and recordkeeping. The role also involves assisting financial professionals with administrative tasks, maintaining an orderly office environment, and ensuring a professional, client-focused experience. The Administrative Assistant will collaborate with team members, follow established procedures, and help improve operational efficiency.

Qualifications

• Strong Administrative Assistance and Clerical Skills, including scheduling, filing, data entry, and document management
• Professional Phone Etiquette and customer service skills, with the ability to handle calls and client interactions courteously and efficiently
• Clear and effective Communication skills, both written and verbal, for interacting with clients and team members
• Experience providing Executive Administrative Assistance, such as calendar management and support for senior team members
• Proficiency with office software (e.g., Microsoft Office or similar tools) and basic computer literacy
• Strong organizational skills, attention to detail, and ability to manage multiple tasks and priorities
• Reliability, discretion, and a professional demeanor in handling confidential information
• High school diploma or equivalent required; additional education or prior experience in a financial or professional services environment is a plus