Executive Assistant

KAZ, SP/Ameriprise Financial - Denver, CO

Full-time - Entry Level

Denver, CO

About the position

The Executive Assistant/Client Services role is crucial in a dynamic financial planning firm, focusing on managing client relationships and supporting Advisors with their administrative and operational tasks. This position is designed for a proactive individual who thrives in a fast-paced environment and is dedicated to ensuring client satisfaction.

Responsibilities

• Manage client relationships and ensure their needs are met.
• Assist Advisors with daily administrative tasks.
• Support operational needs of the financial advisory practice.
• 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.