Company/Position Overview: Our client, a boutique wealth management firm in Boulder, is seeking a temp-to-hire/part-time Administrative Assistant to join their team of dedicated professionals. You will work closely with the company founder and operation manager on various tasks, as well as other team members. Successful candidates will be detail-oriented, upbeat, proactive, and love what they do.
Job Duties:
Take care of the day-to-day needs of a small office
Answer phones and greet clients
Assist with support for clients
Appointment scheduling and meeting preparation
Run occasional errands
Plan events and parties
Document management - preparation, proofreading, and editing
Office equipment maintenance, troubleshooting, and service coordination
Order office supplies
Track expenses
Database searches and report generation
Travel arrangements
Experience:
Associate degree with 1+ years of administrative experience OR High School Diploma with 3+ years of administrative experience, in a professional office environment
Proficient in Microsoft Office 365 - Outlook, Word, and Excel
Experience with Microsoft SharePoint and One Drive - a plus
Canva Experience - a plus
CRM experience - a plus
Prior experience with a financial firm or service organization - a plus