Administrative Assistant

Administrative Assistant

We are seeking a dependable, organized Administrative Assistant to support the day-to-day operations of our office. This role will include general administrative responsibilities as well as basic bookkeeping and financial recordkeeping for select clients.

The ideal candidate is detail-oriented, comfortable working with technology, and able to manage recurring tasks independently. Experience with Quicken, QuickBooks, or similar accounting software is strongly preferred.

Responsibilities

• Maintain and update tasks, deadlines, and project information in Asana.
• Collect monthly bank, investment, credit card, and other financial statements from clients.
• Organize and maintain client financial records and supporting documentation.
• Enter, update, and reconcile bank and financial accounts in Quicken.
• Assist with preparing monthly financial statements and reports for select clients.
• Scan, organize, and electronically file documents.
• Maintain orderly client and office files.
• Run occasional local errands, including banking, shipping, document delivery, and other office-related tasks.
• Assist with correspondence, scheduling, document preparation, and other general administrative responsibilities.
• Follow up on outstanding documents and information needed from clients.
• Help maintain recurring monthly processes and ensure tasks are completed on schedule.

Qualifications

• Prior administrative, bookkeeping, office management, or similar experience is a plus.
• Experience with Quicken, QuickBooks, or another accounting system preferred.
• Comfortable reconciling bank and credit card accounts.
• Strong computer skills and ability to learn new software.
• Experience with Microsoft Office and cloud-based document management systems.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple recurring deadlines and follow up without constant supervision.
• Strong written and verbal communication skills.
• Dependable, professional, and comfortable handling confidential financial information.

Ideal Candidate

This position would be a good fit for someone who enjoys organization and routine, but is also comfortable handling a variety of responsibilities throughout the day.

We are looking for someone who can take ownership of recurring administrative processes, keep client information organized, and help ensure that routine financial and office tasks do not fall through the cracks.

This position is open to experienced professionals, current students looking to go into accounting, finance or financial advisory. Discretion is paramount for this position and candidate will be required to sign an NDA.

Pay: $25.00 - $30.00 per hour

Expected hours: 10.0 – 15.0 per week

Benefits:

• Flexible schedule
• Referral program

Application Question(s):

• What interests you about this position?
• How much do you know about the financial markets, different asset classes and other general financial planning concepts?

Ability to Commute:

• Denver, CO 80204 (Preferred)

Work Location: In person