Branch Office Assistant

Branch Office Assistant Boulder, CO Job Details Full-time $65,000

• $85,000 a year 3 days ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Qualifications Vendor relationship building Conducting community outreach projects Website maintenance Record keeping Written communication Website management Teamwork Customer relationship building Client onboarding Maintaining an organized workspace Associate's degree in communications Bachelor's degree in communications Financial transaction processing Vendor management Phone communication Event coordination Bachelor's degree in finance Regulatory compliance Associate's degree in Business Administration Zoom Bank transfers Data reporting Executive administrative support Integrity Associate's degree in finance Improving operational efficiency Bachelor's degree in business administration Finance Information security compliance Bachelor's degree Attention to detail Task prioritization Calendar management Dropbox Client services Vendor relationship management Organizational skills Document archiving Newsletters (communication methods) Communications Equipment maintenance Financial services Business Administration Productivity software Office management Managing executive calendars Phone etiquette Business Associate's degree 2 years Communication skills Account opening Professionalism Entry level Time management Travel planning Client interaction via phone calls Full Job Description About Us Financial Steward Associates is a boutique financial services firm committed to making a positive difference in the lives of our clients by helping them pursue financial peace of mind.

Our team develops comprehensive financial plans and manages client assets ensuring our clients feel secure and supported along their journey. About the Role The Branch Office Assistant is responsible for (1) supporting the operational efficiency of the office and (2) delivering a white-glove client service experience. This role ensures seamless daily operations by managing administrative tasks, maintaining organized records, answering the phone, and assisting with compliance tasks. Equally important, the Branch Office Assistant also serves as part of the Client Service Team by scheduling appointments, performing routine client account actions, and prep/follow-up for client meetings. By balancing meticulous administrative support with exceptional client service, this role plays a key part in the firm's success and the financial well-being of our clients. What You'll Do Administrative & Operational Support

• Maintain office organization, files, and support the Branch Office Manager.
• Manage office supplies, invoices, and vendor relationships.
• Assist in planning and coordinating team events, internal meetings, and advisor travel needs.
• Serve as the primary point of contact for incoming calls, ensuring professional and efficient communication.
• Manage the firm's main email inbox, promptly reviewing, distributing, and responding to messages as appropriate.
• Coordinate and distribute newsletters, birthday/holiday messages and gifts, and special client communications.
• Manage website updates and other marketing materials through regulatory compliance channels.
• Assist in planning community outreach efforts, including scholarship programs and special events.
• Manage and maintain equipment and technology in conjunction with external support partners. Client Service Support
• Serve as the first point of contact for clients, ensuring a warm and professional experience.
• Assist with client inquiries, appointment scheduling, client meeting preparation, and follow-ups, and serve as back-up to the Client Service team.
• Process client transactions, such as fund transfers, address changes, and investment information retrieval.
• Support onboarding of new clients by gathering documentation and welcoming them to the firm.
• Open new accounts for current clients, as directed.
• Proactively contact clients for updates to their records/accounts and ensure clients receive the information they need or have requested.
• Prepare client reviews and other periodic reports, as well as additional information for specific clients, as directed. This may include stock spreadsheets, rate of return reports, etc.
• Ensure adherence to firm procedures, industry regulations, and data security policies.
• Support document archiving and compliance reporting. What Success Looks Like
• Clients feel known, valued, supported, and confident when working with you.
• The office environment is welcoming, professional, and organized.
• Scheduling is completed in a timely manner according to our standards and guidelines.
• Tasks are completed with accuracy, efficiency, and attention to detail.
• Deadlines are met, and issues are addressed timely with clear communication.
• The team feels supported and you are learning and growing with the role. Who You Are
• Education
• An associate or bachelor's degree in business administration, finance, communications, or a related field preferred. Equivalent work experience will be considered.
• Professional experience
• 2+ years in the financial services industry is required. Additional experience in administrative/operational support, luxury/concierge, corporate executive support, or a high-touch client service role, preferably in a financial or professional services setting, is helpful.
• Exceptional organization & attention to detail
• Ability to manage multiple tasks with accuracy and efficiency, following established processes and procedures.
• White-glove high-touch client service mindset
• Anticipates client needs, handles inquiries with precision, and maintains a polished, professional demeanor to protect and nurture client relationships.
• Strong communication skills
• Professional verbal and written communication for both client and team interactions. Adaptable to our voice/style and free of typos and grammatical errors.
• Familiar with technology
• Experience with Microsoft Office Suite, Wealthbox CRM, Dropbox, Zoom, Adobe (PDFs and e-sign), Nextiva, AdvicePay, FMG Marketing Suite, Canva, AI tools, industry-specific intranet such as ClientWorks, and other business platforms.
• Administrative expertise
• Skilled in scheduling for multiple calendars, record-keeping, compliance processes, and maintaining a well-organized office.
• Excellent time & project management skills
• Consistent ability to prioritize workflow to achieve specific goals in a timely manner
• Problem-solving & adaptability
• Thrives in a fast-paced environment, enjoys variety, prioritizing effectively while ensuring smooth office operations.
• Integrity & accountability
• Handles confidential client information with discretion and consistently upholds high professional standards.
• Team-oriented & proactive
• Works collaboratively while taking initiative to improve processes, seek feedback, and enhance client experiences. Why Join Us?
• $65K
• 85K salary, commensurate with experience
• 401(k) and employer matching
• Health, dental, and vision insurance after 120 days
• Paid time off and paid holidays
• Bonus potential
• Monday to Friday schedule, with occasional nights or weekends for special events We prioritize and value balance to maintain well-being and productivity, excellence in delivering the highest standards, resilience in adapting to change, integrity in all interactions, and connection with clients, colleagues, and the community.

Our workplace culture emphasizes respect and consideration, purpose-driven work, a commitment to excellence, and continuous improvement, ensuring that we bring out the best in ourselves, our clients, and each other. How to Apply If you are excited about the opportunity to contribute to a team that prioritizes exceptional service and meaningful client relationships, we'd love to hear from you! Please submit your resume and a brief cover letter to us via this platform. Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles!

Pay:

$65,000.00

• $85,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Describe your understanding of the following terms: trades, advisory, brokerage, rebalance, and required minimum distribution. Please describe in detail your financial services industry experience. How do you hold yourself accountable when working on a small team? Describe what you would do if you were working on a task due to the client in 30 minutes and discover that a written procedure you've been following is missing a critical detail, but the rest of the team is tied up in meetings/calls for the next hour. What is most important to you about the culture of your workplace?

Education:

Bachelor's (Required)

Experience:

Financial services: 2 years (Required) Ability to

Commute:

Boulder, CO 80301 (Required) Ability to

Relocate:

Boulder, CO 80301: Relocate before starting work (Required)

Work Location:

In person