EXECUTIVE ASSISTANT

$50,000 - $60,000/Yr

Creative Financial Staffing - Westminster, CO

Full-time - Entry Level

Westminster, CO

Administrative and Support Services

About the position

The Executive Assistant role is designed for a proactive individual with prior financial services experience, tasked with supporting four executives in a close-knit organization. This position emphasizes strong organizational skills, effective communication, and the ability to manage multiple responsibilities while maintaining a great work-life balance.

Responsibilities

• Serve as the face of the office, interacting with clients and answering phones.
• Manage the schedules of four executives, ensuring efficient time management.
• Assist in setting up clients in the system and maintaining accurate records.
• Perform various office and administrative tasks to support the executives.

Requirements

• College courses or degree preferred.
• Prior knowledge in wealth management or financial services is essential.
• Experience as an executive assistant is required.

Benefits

• Possible bonus based on branch performance.
• Medical and dental insurance coverage.
• 401k with matching contributions.