Administrative Assistant

Located in Highlands Ranch, CO

Salary: 25.00 - 30.00 per hour

Job Title: Administrative Assistant – Financial Services

Location: Littleton on site
Employment Type: Full Time
Compensation: $25.00/hr - $30.00/hr DOE

About the Firm

We are a well-established financial services firm committed to providing high-quality support and personalized solutions to our clients. We value professionalism, attention to detail, confidentiality, and teamwork.

Position Summary

We are seeking a reliable and detail-oriented Administrative Assistant to support our financial advisors and office operations. This role is ideal for someone who is highly organized, client-focused, and comfortable handling sensitive financial information.

Key Responsibilities

• Provide administrative support to financial advisors and management

• Answer phones, greet clients, and manage client communications professionally

• Schedule appointments and maintain calendars

• Prepare, process, and organize client documents and financial paperwork

• Maintain accurate records, databases, and filing systems (digital and physical)

• Assist with reports, correspondence, and basic data entry

• Ensure compliance with internal procedures and confidentiality requirements

• Perform general office duties as needed

Qualifications

• High school diploma required; associate’s or bachelor’s degree preferred

• Previous administrative or office experience required (financial or professional services experience a plus)

• Strong organizational and time-management skills

• Excellent written and verbal communication skills

• Proficiency in Microsoft Office (Word, Excel, Outlook); CRM experience a plus

• High level of professionalism, discretion, and attention to detail

• Ability to multitask and prioritize in a fast-paced environment

What We Offer

• Competitive compensation

• Professional and supportive work environment

• Job Stability

Apply Now