Top 203 Receptionist/administrative assistant Jobs in Westminster, Co

Client Service Associate / Administrative Assistant
Sovereign Family Office —Golden, CO
- $55,000 - $75,000 a year
- Full-time
- Office
- Bachelor's degree
- QuickBooks
- Health insurance
- Dental insurance
Administrative Assistant
Patrick M. Plank, LLC —Littleton, CO
- $20 - $27 an hour
- Part-time
- Microsoft Outlook
- Word processing
- Mid-level
Quick Apply
Administrative Assistant
Optum —Lakewood, CO
- $18 - $32 an hour
- 8 hour shift
- Microsoft Word
- 18 years or older
- CPR Certification
- On-the-job training
Administrative Assistant
Grease Trap Pumping & Consulting —Arvada, CO
- $27 - $30 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Office Administrative Assistant
SWANSON RINK —Denver, CO
- $28 - $30 an hour
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Commuter assistance
- Paid parental leave
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Administrative Assistant IV
BAE Systems Inc. —Westminster, CO
- $55,304 - $88,487 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Master's degree
- Health savings account
- Paid holidays
2d
Administrative Assistant
Vision Centric Inc. —Denver, CO
- $31 - $35 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Paid holidays
Medical Front Office
NextCare —Thornton, CO
- Full-time
- Urgent Care
- High school diploma or GED
- Entry level
- Health savings account
- Disability insurance
Quick Apply
2d
Administrative Assistant Monday - Friday 9:00am - 6:00pm
WellPower - All Jobs —Denver, CO
- $25.69 - $27.79 an hour
- Weekends as needed
- Background check
- Spanish
- Microsoft Outlook
Receptionist/Office Administration
Lu-Tek Incorporated —Arvada, CO
- $20 - $22 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Dental insurance
- Paid time off
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1d
Receptionist
Xcimer Energy —Denver, CO
- $22 - $28 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid parental leave
- Paid holidays
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Administrative Assistant (Part-Time)
NexGen Technologies, Inc. —Lakewood, CO
- $22 - $25 an hour
- Part-time
- Background check
- Microsoft Outlook
- Office
- Flexible schedule
8d
Administrative Assistant
Klarisana Physician Services PLLC —Thornton, CO
- $20 - $21 an hour
- Administrative experience
- High school diploma or GED
- Clinic
Quick Apply
Administrative Assistant - Lakewood
CLEAR GLOBAL SOLUTIONS, LLC —Denver, CO
- $31 an hour
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
8d
Bookkeeper/Administrative Assistant
LZ ACCOUNTING —Broomfield, CO
- $27 - $30 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
- Paid time off
Quick Apply
Administrative Assistant
Northpoint Recovery Holdings, LLC —Westminster, CO
- $19 - $21 an hour
- Monday to Friday
- Adults
- HIPAA
- Clinic
- AD&D insurance
- Disability insurance
Quick Apply
Administrative Assistant / Office Coordinator
San Juan Pools of Colorado —Broomfield, CO
- $18 - $22 an hour
- Part-time
- Office
- QuickBooks
- Construction experience
Quick Apply
7d
Administrative Assistant III
BAE Systems Inc. —Broomfield, CO
- $48,438 - $77,500 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health savings account
- Paid holidays
Bookkeeper/Administrative Assistant
The Butcher & Swede —Denver, CO
- $25.87 - $31.15 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- 401(k)
Quick Apply
9d
Receptionist/Administrative Assistant
Ranger Insurance Group LLC —Denver, CO
- $19.35 - $22.55 an hour
- Part-time
- Bilingual
- Google Workspace
- Microsoft Excel
- Health insurance
- 401(k)
Quick Apply

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Client Service Associate / Administrative Assistant

Sovereign Family Office
Golden, CO

Quick Apply

Job Details

Full-time
$55,000 - $75,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Accounting systems
Wealth management
Confidential information handling
Presentation software
Attention to detail
Risk management
QuickBooks
Organizational skills
Financial services
Productivity software
Financial management
Tax experience

Full Job Description

Client Service Associate

New City Family Office | Golden, CO (Denver Metro) | Full-Time, Entry Level

Background: Sovereign Family Office is rebranding to New City Family Office July 15th. You'll still see some mentions of both. The job description is New City Family Office but the posting will be on the Sovereign domain until July 15th.

Mission & Vision

At New City Family Office, we believe wealth is a gift entrusted to us to be stewarded with wisdom, humility, and purpose. Our mission is to help the righteous increase, so the people, places, and culture around them flourish. Serving the few who are in charge of the many.

Our vision is to serve families by helping them navigate the complexity that accompanies significant wealth—bringing clarity, strategy, and thoughtful execution so their resources can support the lives, families, and legacies they desire to build. We believe money creates optionality and freedom, but it also carries responsibility. Our role is to help families think deeply and strategically about how their financial lives are structured, protected, and positioned for the future.

Through proactive strategy, thoughtful coordination, and whole-picture financial architecture, we help families align their wealth with their values—so that what they have been entrusted with can create opportunity, stability, and flourishing for generations to come. Our work is built on relationships, trust, excellence, and a deep commitment to serving families well.

Job Summary

New City Family Office is seeking a Client Service Associate to support day-to-day client service, account operations, and administrative functions for our high-net-worth client base. This is an operational and administrative role ideal for someone with prior RIA or wirehouse client service who is looking to grow within a boutique family office environment. The role works closely with advisors and custodians to execute trades, process account paperwork, and keep client accounts running smoothly.

Key Responsibilities

Client Service

Serve as a front-line point of contact for client questions regarding account status, transfers, and paperwork.
Prepare and process new account forms, account transfers (ACATs), and beneficiary updates.
Coordinate with custodians (e.g., Schwab, Fidelity, Pershing) to resolve client servicing requests.
Schedule client meetings and prepare supporting materials for advisors.

Client Operations / Trade Execution

Enter and execute client trades and rebalancing instructions accurately and within firm compliance guidelines.
Process money movements including wires, ACH transfers, checks, and internal journal entries.
Monitor trade settlement and resolve discrepancies with custodians or clearing firms.
Maintain accurate records of client instructions, trade confirmations, and account activity.

Administrative Support

Maintain and update CRM records and client files.
Support fee billing calculations and invoicing.
Assist with compliance documentation, recordkeeping, and audit preparation.
Provide general office administration, correspondence, and scheduling support.

Qualifications

1-2 years of experience in client service or operations at an RIA, wirehouse, or broker-dealer (internship experience considered).
Bachelor's degree preferred; equivalent experience will be considered.
Familiarity with custodial platforms (e.g., Schwab Advisor Services, Fidelity WealthAccess, Pershing) is a plus.
SIE, Series 7, or Series 63 licensing is a plus but not required.
Strong attention to detail, organizational skills, and discretion handling confidential client information.
Proficient in Microsoft Office and comfortable learning CRM/portfolio management software (e.g., Salesforce, Redtail, Wealthbox).

Compensation & Benefits

Salary: $55,000-$72,000, commensurate with experience.

New City Family Office is an equal opportunity employer.

Job Type: Full-time

Pay: $55,000.00 - $75,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

How many years of experience do you have working with a registered investment advisor firm?
Do you have experience with trading platforms, specifically, what is your experience with Schwab and with Orion? Please detail your experience with both platforms.
This role involves tracking tasks across multiple accounts and emails. In a few sentences, please describe how you have previously stay organized and avoided errors when managing a high volume of administrative tasks.
We are a values based firm. Our vision is "to help the righteous increase so that people may flourish" can you please explain any likeminded values or parts of your story that matter?

Ability to Commute:

Golden, CO 80401 (Required)

Work Location: In person

Quick Apply

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