Executive Assistant / Financial Services

Location: Denver, CO (Full Time in Office) About Triumph Capital Management Triumph Capital Management is a growing independent wealth management firm dedicated to delivering exceptional service and personalized financial guidance to our clients. We are seeking a highly organized, professional, and service‑oriented Executive Assistant to support firm leadership and advisors while helping ensure a seamless client experience. Position Overview This role is ideal for someone who enjoys organization, problem‑solving, communication, and helping others succeed. They will serve as a key member of our team, providing administrative, operational, and client service support. A successful candidate will be detail‑oriented, dependable, proactive, and committed to delivering exceptional support in a fast‑paced professional environment. Key Responsibilities Support advisors and leadership with day‑to‑day administrative needs Prepare client meeting materials and assist with meeting coordination Manage calendars, scheduling, and follow‑up activities Assist with account paperwork and operational processing Organize and maintain client files and documentation Coordinate client communications and service requests Assist with workflow management and task tracking Help maintain internal procedures and operational consistency Support special projects and firm initiatives as needed Ensure a high level of professionalism and client service at all times Qualifications 3+ years of administrative, executive assistant, client service, or financial services experience preferred Strong organizational and time‑management skills Financial services experience strongly preferred Existing securities licenses (Series 7, Series 63, Series 65, or similar) are a plus but not required Excellent verbal and written communication abilities Ability to prioritize multiple tasks and meet deadlines Strong attention to detail and follow‑through Professional demeanor and positive attitude Experience with Microsoft Office and CRM systems What Success Looks Like Advisors and leadership are well‑supported and organized Client requests are handled accurately and promptly Operational processes run smoothly and efficiently Team members can rely on consistent follow‑through and communication Clients receive a professional and exceptional experience Competitive compensation Health, dental, and vision insurance 401(k) plan Paid time off Collaborative and supportive team environment #J-18808-Ljbffr Triumph Capital Management