Administrative Assistant - Denver

Want more jobs like this?

Get Business Operations jobs in Denver, CO delivered to your inbox every week.

Get Jobs

Send me The Muse newsletters for the best in career advice and job search tips.

By signing up, you agree to our Terms of Service & Privacy Policy.

Your Role - Office Coordination:

• Oversee daily office operations, including managing reception duties, greeting clients, and coordinating conference room schedules.
• Maintain a clean, organized work environment and manage office supplies, mail distribution, and deliveries.
• Assist with event coordination and support new hire setups.

Your Role - Client Service Support:

• Provide administrative support to the advisory team by working closely with CAO to assist client onboarding, documentation, and ongoing client maintenance tasks.
• Maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date.
• Assist with post-meeting follow-up tasks, including preparing necessary documents and coordinating next steps.
• Handle basic financial requests such as capital calls, distributions, and asset transfers.
• Assist with client-related projects, including special touchpoints like anniversaries, thank-you notes, and gifts.
• Support quality control efforts by reviewing client paperwork and documentation to mitigate errors.

Your Role - Executive Assistance:

• Provide versatile administrative support to senior team members, including managing calendars, scheduling meetings, and coordinating travel arrangements.
• Prepare materials for meetings, take detailed notes, and ensure follow-up on action items.
• Assist with internal communications and manage incoming/outgoing correspondence on behalf of senior leaders.
• Track and communicate key metrics and follow up on team requests to ensure timely completion.

Your Experience:

• 1 - 3 years of experience in an administrative role, experience in the financial services industry is preferred.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
• Self-motivated and takes pride in providing exceptional support to clients and the team
• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
• Expected to learn other position-related systems on the job
• This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Compensation:

• Pay: $55,000 - 65,000 per year


• Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.