Office Manager

Robert Half is partnering with a boutique, relationship-driven financial services firm in Denver to hire an experienced Office Manager / Administrative Assistant. This is an excellent opportunity for a polished administrative professional who enjoys working in a small office environment and thrives in a highly collaborative, client-focused setting. This position supports the owner/founder directly and plays a critical role in day-to-day office operations, client service, scheduling, administrative coordination, and overall office management. The ideal candidate will bring prior experience from the investment advisory, wealth management, insurance, or broader financial services industry and be comfortable wearing multiple hats in a small business environment.

Key Responsibilities:

• Manage day-to-day office operations and administrative functions
• Support client communications, scheduling, and service requests
• Coordinate calendars, meetings, documentation, and reporting
• Assist with operational and compliance-related administrative tasks
• Maintain organized records, files, and office systems
• Provide high-level administrative support to ownership and leadership
• Help create a professional, welcoming, and highly organized office environment

Qualifications:

• 3+ years of experience in an Office Manager, Administrative Assistant, or similar role
• REQUIRED: Prior experience within investment advisory, wealth management, insurance, or financial services
• Stable work history with demonstrated tenure in prior positions
• Strong organizational skills, professionalism, and attention to detail
• Ability to work independently in a small office setting
• Positive attitude and enthusiasm for supporting a close-knit team environment

Preferred Qualifications:

• Series 7 and/or Series 66 licenses
• Candidates without licenses should be open to obtaining them in the future

Compensation & Benefits:

• Competitive compensation package
• Medical, dental, and health benefits
• PTO and retirement plan
• Additional benefits details to be provided during the interview process

Please contact Chuck Bustos with Robert Half at 303-931-4005 (phone/text) for more information and / or apply here for immediate consideration! You can also email chuck.bustos at roberthalf com or find me on LinkedIn ("Chuck Bustos with Robert Half")

Qualifications:

• 3+ years of experience in an Office Manager, Administrative Assistant, or similar role
• REQUIRED: Prior experience within investment advisory, wealth management, insurance, or financial services
• Stable work history with demonstrated tenure in prior positions
• Strong organizational skills, professionalism, and attention to detail
• Ability to work independently in a small office setting
• Positive attitude and enthusiasm for supporting a close-knit team environment

Please contact Chuck Bustos with Robert Half at 303-931-4005 (phone/text) for more information and / or apply here for immediate consideration! You can also email chuck.bustos at roberthalf com or find me on LinkedIn ("Chuck Bustos with Robert Half")