Job Details
Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead.
Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by side with our internal client service team members and the clients. Top 10 RIA firms in Colorado. WILL NOT BE CONSIDERED IF DO NOT HAVE FINANCIAL SERVICES BACKGROUND!
This role is primarily responsible for supporting the service team with administrative tasks and special projects. Duties and Responsibilities:
Manage data held within Salesforce, including entry and audit
Scan and save documents while maintaining and organizing folders in cloud-based file sharing platform
Accurately complete forms for account openings and bill payment accounts
Will be interfacing with clients who are multi generational wealth in handling their investments.
Proficiency in MS Office Suite, with exceptional knowledge of Excel and Outlook
Willingness to help out where needed
Strong attention to detail and high-level communication skills
Highly organized
Critical thinking and problem-solving skills
Familiar with MacOS system
Knowledge of project and task management tools (example; Salesforce)
5+ years administrative experience (preferred)
About Us: The firm supports a distinct group of individuals and families from across the country and from varying backgrounds including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We understand how to create, grow and build success. We recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. We value your story, how you got here and where you are going. We work diligently to build and maintain the appropriate structures, tools and support for every clients uniquely evolving financial universe, and we have a story of our own. The firm was founded in 2005 to fill a void of services that we personally experienced as clients. Everyone wanted to manage our money no one wanted to help with the often confusing and time-consuming realities of having wealth. With more than a decade of service to families across the country, we possess the knowledge, experience, and skills that are vital to creating and managing multiple complex family offices.
We Offer
- Robust benefits package including Health, Dental, Vision, LTD & STD, Life Insurance
- 401(k)
- Paid Time Off (PTO)
- Supportive and professional environment
- Salary
- Bonus opportunities tied to overall business growth
Great opportunity with base salary, bonuses, stability, growth and will be challenged. Excellent long term (years) potential.
Local candidates only! Excellent perks! On-site initially- could be hybrid! MUST HAVE FINANCIAL SERVICES BACKGROUND! family office experience helpful! The firm wants someone with supervisory experience within a Financial Services company. LOCAL CANDIDATES ONLY! PLEASE DON'T APPLY IF YOU DON'T HAVE FINANCIAL SERVICES BACKGROUND. 4 YEAR DEGREE REQUIRED!