Wealth Management Adminstrative Assistant

Wealth Management Administrative Assistant

Loveland, CO

Full-time

Company Overview: Peakview Wealth Management is a local, family-owned wealth management business. We assist clients with financial planning, investment management, and comprehensive wealth advice.

Position Overview: We are looking for an Administrative Assistant to join our team. An ideal candidate should enjoy providing excellent service to clients, should dependably assist our lead advisor, and should demonstrate a high level of care for all details. Previous experience in a financial services office and any financial licenses are preferred. No remote work allowed.

Job Responsibilities

· Administer the daily office operations – answering phones, greeting clients, maintaining a presentable space, and directing incoming/outgoing mail

· Execute client requests – money movements, account paperwork, account updates, and basic tech support for online account access

· Schedule and prepare for client reviews – update ongoing calendar of client reviews, schedule client meetings, generate meeting reports, log notes in CRM along with execute post-meeting tasks

· Help design and order company materials – event invitations, birthday/holiday cards, client gifts, company brochures, one-page information sheets

· Track and update financial information – Client distributions, transactions, portfolio reports, and other internal items

Job Compensation and Benefits

· Hourly wage from $24 to $28 per hour, Monday-Friday, 8 AM to 4 PM

· Annual bonus opportunity

· Paid time off for 10 federal holidays

· 10 days of additional flexible paid time off (vacation, illness, or personal leave)

· Simple IRA retirement plan with 3% employer match

· Hands-on opportunity to work, learn, and grow in a local business

Job Type: Full-time

Pay: $24.00 - $28.00 per hour

Expected hours: 40 per week

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Work Location: In person