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 at Creative Financial Staffing involves providing comprehensive support to four executives within a financial services organization. The position is designed for a candidate with prior experience in wealth management and executive assistance, ensuring effective management of schedules, client interactions, and various office tasks. The organization promotes a great work-life balance and offers potential bonuses based on branch performance.

Responsibilities

• Serve as the face of the office, interacting with clients and answering phones.
• Manage schedules for 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

• Prior knowledge in wealth management or financial services is essential.
• Experience as an executive assistant is required.
• A college degree or relevant coursework is preferred.

Benefits

• 401(k) matching
• Dental insurance
• Health insurance