Financial Administrative Assistant

Looking for a front desk superstar that loves working with clients and can organize the office.

Specific Duties include:

-High data entry including updating client information, mailing for monthly newsletters, client birthdays and general mailings as well as creating spreadsheets for various projects

-Responsible for preparing client meetings by scheduling and confirming meetings, most of daily work will include preparing financial reviews and gathering specific information for each account. 

-Daily office management and administrative support, including answering the telephones, welcoming guests, accepting deliveries, managing mail, stocking the kitchen, general office supplies and marketing materials

Qualifications:

-Minimum 3 years working directly with independent financial advisors with mutual fund and/or insurance experience

-Proficient with Word, Excel, Outlook and previous CRM system understanding

-Must be detailed oriented and have the ability to check own work for errors

-Extreme attention to detail by keeping track of delegated duties, includes detailed notes on CRM system

 -Securities License (series 6 or 7) a Plus

 -Ability to work independently and proactively; demonstrates initiative

-Qualified candidates must currently reside in Colorado, local candidates only please