Executive Assistant

KAZ, SP/Ameriprise Financial - Wheat Ridge, CO

Full-time - Entry Level

Wheat Ridge, CO

About the position

The Executive Assistant/Client Services role is crucial in supporting a high-level financial planning firm by managing client relationships and assisting Advisors with their administrative and operational needs. This position requires a proactive individual who can thrive in a fast-paced environment and ensure that client needs are met effectively.

Responsibilities

• Manage client relationships and ensure their needs are met.
• Assist Advisors with daily administrative tasks.
• Support operational needs of the financial planning firm.
• Coordinate communication between clients and Advisors.
• Organize and maintain client records and documentation.

Requirements

• Proven experience as an Executive Assistant or in a similar role.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Proficiency in office software and tools.
• Ability to work in a fast-paced environment.

Nice-to-haves

• Experience in the financial services industry.
• Familiarity with financial planning software.
• Strong problem-solving skills.

Benefits

• Health insurance coverage.
• 401k retirement savings plan.
• Paid holidays and vacation time.