Job Overview
We are seeking a detail-oriented and dependable Administrative & Client Services Coordinator to join our team.
We are a boutique wealth management firm looking for someone who enjoys variety, takes pride in staying organized, and wants to help deliver an exceptional client experience.
This role combines administrative support with client service to help keep our office running smoothly. While there are recurring responsibilities, priorities can shift throughout the day based on client needs and business demands. The ideal candidate is proactive, highly organized, adaptable, and enjoys jumping in wherever support is needed.
This is a part-time position with the opportunity to grow as our firm continues to expand.
Responsibilities
Responsibilities may include:
- Welcome clients and visitors to the office
- Answer and direct incoming phone calls
- Schedule client meetings and manage calendars
- Assist with new client onboarding and account paperwork
- Prepare and organize client documents
- Scan, file, and maintain electronic records
- Update client information in our CRM and internal systems
- Follow up on outstanding paperwork, signatures, and client requests
- Prepare meeting materials and client packets
- Process incoming and outgoing mail and shipping
- Order and organize office supplies
- Assist with client events and office projects
- Provide general administrative support to the team
- Perform other administrative duties as needed
Qualifications
We're looking for someone who is:
- Highly organized and detail-oriented
- Friendly, professional, and personable
- Dependable and reliable
- Comfortable interacting with clients in person and over the phone
- Able to manage multiple priorities and adapt as needs change throughout the day
- Self-motivated with a willingness to take initiative
- Comfortable learning new software and office systems
Preferred qualifications:
- 2+ years of administrative or office experience
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Excellent written and verbal communication skills
- Strong organizational and time management skills
- Experience working in a professional office environment is preferred
Experience in financial services, banking, legal, medical, or another professional office is a plus, but not required.
What Makes Someone Successful in This Role
The ideal candidate enjoys staying organized, notices what needs to be done, and takes pride in helping others. They are comfortable wearing multiple hats, understand that priorities can shift throughout the day, and are willing to jump in wherever support is needed.
No two days are exactly alike, making this a great opportunity for someone who enjoys variety and wants to be an important part of a collaborative, growing team.
Pay: $26.00 - $28.00 per hour
Ability to Commute:
- Greenwood Village, CO 80111 (Preferred)
Work Location: In person
