Exciting opportunity to join a vibrant & growing financial services team comprised of both male & female advisors/ staff working together. Responsibilities include answering office phones, client scheduling, client calls & service requests, management of advisor calendar, digital application building and tracking. Need familiarity with Microsoft Outlook, Excel, Salesforce, DocuSign. The most desirable candidate will have extreme attention to detail, be a good multi-tasker, a quick learner, comfortable in a fast-paced environment, and have a friendly & outgoing personality. Having excellent verbal and written communication skills with a focus on "white glove" client service is key. Primarily this position will be working for one experienced, male, financial advisor, interacting daily with other executive assistants & advisors who are already on the team, the team size is currently 8 with plans to continue to grow. Hours can be somewhat flexible, ideally 9am-5pm, M-Thursday with a half day on Friday, (flexibility on these start/end time hours, 32 hrs week minimum, up to 40 hours if desired). Evening & weekend work is NOT required. One day of remote work per week is encouraged, remaining days to be in-person from our downtown Colorado Springs office location in the 1St Bank Tower. Pay will range from $20/hr to $32/hr dependent on experience, with opportunities for raises, bonuses, additional personal time, and advancement. Pay scale can be adjusted for qualified applicants with relative experience. PTO accrues at 1 hour per 30 hours worked, up to 48 hours per year.
Holidays:
We observe the following paid holidays: New Years Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving, Christmas Eve and Christmas Day. No health insurance benefits currently. Eligible for 401k with match after 1-year of service. Must have a minimum of 5 years' experience in an office-type environment and provide two professional references for us to contact. College degree not required. Additional bonuses/ pay will be considered for anyone who is already licensed with series 63, 65, 66, or 7 licenses. Advancement opportunities include the ability to become securities licensed, and/or advance within the team to become Operations Manager overseeing other Executive Assistants.
