Executive Assistant - Wealth Management

Executive Assistant - Wealth Management The Wealth Strategies Group - 4.7 Littleton, CO Job Details Full-time $65,000 - $75,000 a year 1 day ago Benefits Paid time off Employee discount Flexible schedule Retirement plan Qualifications Computer operation Microsoft Excel Phone communication Computer literacy Executive administrative support Attention to detail Task prioritization Organizational skills Multi-line phone systems Constant Contact Typing Clerical experience Productivity software Office management Phone call management Client interaction via phone calls Full Job Description Job Summary We are seeking a highly organized and proactive Executive Assistant to provide administrative support to four financial advisors. We currently have one assistant who has been with us 27 years, and you would work together to support the advisors on a daily basis. This role includes recurring tasks, ad-hoc tasks, answering phones, talking with clients, and other administrative duties. The ideal candidate will be someone with 15+ years of executive assistance experience, who is detail oriented, friendly, and flexible. Our office is low-stress, generally quiet, has flexible time off, early leave on Friday's, and a family feel. Responsibilities Handle incoming calls using multi-line phone systems, demonstrating polite phone etiquette and customer service skills Type up and email out monthly communication reports and insert graphs, links, photos to document Be able to learn new technology - ClientWorks, WealthBox, Constant Contact, etc. Manage, set up, and monitor annual Required Minimum Distributions for clients. Assist with office management tasks such as supply ordering, equipment maintenance, and front desk duties including greeting visitors and managing the front desk area Requirements Proven experience as an executive assistant or in an administrative support role within an office environment Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) Excellent organizational skills with the ability to multitask effectively Demonstrated experience in office management, clerical work, customer service, and handling multi-line phone systems Knowledge of programs such as Constant Contact, WealthBox, and ClientWorks is a plus Exceptional typing speed with accuracy; proofreading skills are highly valued Strong time management skills with the ability to prioritize tasks efficiently Personal assistant experience is beneficial for supporting executive needs effectively We would love for you to join our Family Office as we look to fill the space of our current executive assistant who is retiring. Our office is generally relaxed, not high stress, flexible, friendly, and a welcoming place to work. The work is very important and detail oriented, and someone who is willing to handle administrative tasks as well as important tasks of moving money, required minimum distributions, follow up on requests, and problem solving will be the right fit for us!

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

Employee discount Flexible schedule Paid time off Retirement plan

Work Location:

In person