Administrative Assistant

Established boutique financial advisory firm located in the Denver Tech Center area is seeking a detail-oriented and professional Administrative Assistant / Executive Assistant to join our team. Our firm has proudly served clients for over 34 years , providing insurance, investment, and financial planning services.

Position Details

• Part-time position: 20–30 hours per week
• Schedule: Monday–Thursday
• Flexible hours
• Benefits include:
• 401(k) plan eligibility after one year
• Potential quarterly performance bonuses
• Paid vacation after one year

Qualifications

• College degree required.
• Some previous experience in the insurance and/or investment industry required.
• Strong organizational and communication skills
• High attention to detail and ability to manage multiple priorities
• Proficient in Microsoft Excel, Word, and Outlook
• Strong computer and internet proficiency

Responsibilities

• Process and follow up on insurance and investment applications
• Help prepare the financial advisor for client appointments
• Schedule appointments and maintain calendars
• Welcome and assist clients in a professional manner
• Answer telephone calls and emails, and respond to client service requests
• Assist with compliance and regulatory requirements
• Maintain accurate client records and documentation
• Provide general administrative support to ensure smooth office operations

Ideal Candidate

The ideal candidate is professional, dependable, highly organized, and comfortable working in a client-focused financial services environment. This individual should possess excellent follow-through skills, a positive attitude, and the ability to work independently.