Sr Administrative Assistant- Project Assistant

Wealth Management- 100% IN OFFICE.

Senior Administrative Assistant and Project Specialist

FLSA Status

Exempt

Reports To

Co-Directors of Advisor Solutions

Location

Denver

The firm is seeking an especially sharp, motivated and organized Sr. Administrative Assistant and Project Specialist to support our Advisor Solutions Team Directors.

In addition to providing outstanding administrative support to two Senior Vice President’s you will have the opportunity to work on a variety of projects supporting both the product and services areas supporting the Wealth Management division of the firm.

If you are an extremely effective Administrative professional looking to broaden your skills and take on project management, OR even better, you possess a background in project management, we want to hear from you!

Qualifications :

• Bachelor’s degree in Financial!
• Minimum 3-5 years of business experience preferably working with Financial Advisors or in a project management or marketing capacity.
• Proven track record to support multiple executives, departments and projects in a highly professional manner.
• Ability to deliver effective and professional service-oriented communications (written and verbal) in one-to-one and one-to-many environments.
• Exceptional organizational skills and attention-to-detail.
• Ability to prioritize multiple demands and multiple priorities including events that occur simultaneously and potentially in multiple and / or remote locations
• Proficiency in Microsoft Word, Adobe, Excel, and PowerPoint, and Publisher software.
• Ability to maintain regular, predictable attendance.

Duties :

• Schedule appointments and conference calls, coordinate video calls, webinars, and meetings, luncheons and travel for AST leaders.
• Manage calendars and phones for select individuals / team.
• Coordinate and lead various AST projects, events and meetings including event coordination and planning including sourcing venues, food, travel, logistics, verifying attendance records, and preparing meeting materials.
• Assist in the development, editing, building and delivery of business documents including materials, agendas, field communications, proposals, presentations and factsheets.
• General data entry and maintenance, data reporting, project management and expense processing.
• Develop and evolve strong working relationships with all AST departments as well as all FAs / branches by providing assistance, guidance and resources supporting business growth, increased client service and professionalism.
• Follow policies and procedures and maintain client confidentiality.
• Perform any other duties and projects as assigned.

What we offer :

Competitive salary plus excellent benefits and perks including, but not limited to :

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Paid holidays + Generous sick, vacation, and maternity / parental leave
• Pet Insurance
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Day of Giving Our tradition of positively impacting communities in which we live and work.

The firm has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets.

We hope you will consider joining us!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation. MUST HAVE FINANCIAL EXPERIENCE! LOCAL CANDIDATES ONLY!