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 functionsSupport client communications, scheduling, and service requestsCoordinate calendars, meetings, documentation, and reportingAssist with operational and compliance-related administrative tasksMaintain organized records, files, and office systemsProvide high-level administrative support to ownership and leadershipHelp 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 servicesStable work history with demonstrated tenure in prior positionsStrong organizational skills, professionalism, and attention to detailAbility to work independently in a small office settingPositive attitude and enthusiasm for supporting a close-knit team environment

Preferred Qualifications:

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

Compensation & Benefits:

Competitive compensation packageMedical, dental, and health benefitsPTO and retirement planAdditional benefits details to be provided during the interview processPlease 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")