Job description

Position Summary: We are seeking a proactive and detail-oriented Administrator to manage the daily operations of our Denver office, with responsibilities spanning client support, systems administration, and technology coordination. This role ensures smooth office logistics, accurate recordkeeping, effective use of business systems, and reliable technology operations across the organization. The ideal candidate will be organized, adaptable, tech-savvy, and able to manage multiple priorities in a fast-paced environment. Key Responsibilities: Office Operations & Client Support · Serve as the first point of contact for calls, visitors, and inquiries, ensuring a professional and welcoming experience. · Coordinate in-office and virtual meetings, including scheduling, logistics, technology setup, and preparation of materials. · Maintain secure and organized electronic and physical files. · Manage office logistics, including supplies, mail handling, and vendor coordination. Systems Administration · Document and maintain workflows and internal processes. · Maintain accurate internal records and ensure data integrity in CRM and related platforms. Cross-Departmental Support · Prepare and produce client meeting materials, including reports and presentations. · Maintain and update client records, tax tracking, custodian statements, and related documentation. · Provide project and operational support to executives and team members. Qualifications: · Experience in administrative, executive support, or office systems roles, preferably in financial services or a family office. · Proficiency in Microsoft Office Suite and virtual meeting platforms. · Familiarity with CRM and workflow management systems. · Strong organizational skills, attention to detail, and ability to manage multiple priorities. · Excellent verbal and written communication skills with a professional, service-oriented approach. · Discretion in handling confidential information and adaptability in learning new technologies. Preferred Qualifications: · Experience working in wealth management, private banking, or family office operations. · Familiarity with tax forms such as K1s and 1099s, and financial reporting processes. · Experience with business intelligence and reporting applications. Compensation & Benefits: · Competitive salary based on experience. · Performance-based bonus potential. · Health insurance, 401(k), paid time off. · Opportunities for professional development and growth. Job Type: Full-time Pay: $55,000.00 - $60,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Employee assistance program • Health insurance • Health savings account • Life insurance • Paid time off • Vision insurance Ability to Commute: • Denver, CO 80206 (Required) Work Location: In person

Requirements