Administrative Assistant / Executive Assistant (Part-Time) Established boutique financial advisory firm located in the Denver Tech Center area is seeking a detail-oriented and professional Administrative Assistant / Executive Assistant to join our team. Our firm has proudly served clients for over 34 years , providing insurance, group benefits, investment, and financial planning services.

Position Details Part-time position:

20-30 hours per week

Schedule:

Monday-Thursday Flexible hours Starting pay: $30 per hour Benefits include: 401(k) plan eligibility after one year Potential quarterly performance bonuses Paid vacation after one year Qualifications College degree

REQUIRED.

Some previous experience in the insurance and/or investment industry

REQUIRED.

Some administrative experience is preferred Strong organizational and communication skills High attention to detail and ability to manage multiple priorities Proficient in Microsoft Excel, Word, and Outlook Strong computer and internet proficiency Responsibilities Process and follow up on insurance and investment applications Help prepare the financial advisor for client appointments Schedule appointments and maintain calendars Welcome and assist clients in a professional manner Answer telephone calls and emails, and respond to client service requests Assist with compliance and regulatory requirements Maintain accurate client records and documentation Provide general administrative support to ensure smooth office operations Ideal Candidate The ideal candidate is professional, dependable, highly organized, and comfortable working in a client-focused financial services environment. This individual should possess excellent follow-through skills, a positive attitude, is detailed oriented and has the ability to work independently. To learn more about our firm, please visit our website www.kf-management.com. Interested candidates should email their resume directly to Jon Krueger at jonbkrueger@yahoo.com. Thank you for your interest!

Pay:

$30.00 - $40.00 per hour Expected hours: 20.0 - 30.0 per week

Work Location:

In person