Financial Administrative Assistant

2 weeks ago

Denver, United States Prestige Staffing, Inc. Full time

Small growing wealth management firm (Financial Services) in Denver CO needs an Administrative Assistant who has Financial background. 100% in office. Hours are 7:00-4:00 pm. Specialist/Administrative Assistant to support a small office and interface with clients. Growth is horizontal (skills and financial). FINANCIAL EXPERIENCE is a must. Horizontal growth


Job duties are the following


· Back Office Support: Lots of back office paperwork


  • All correspondence, calendaring and scheduling


o Set up and coordinate wires/ACH payments with banks, brokers and competition


o Liaison w/ Bank & customers


· Customer Service Support:


o Generate and assist in processing reports for customers, payment request.


o Provide first level assistance to customers with requests and questions


o Coordinate equipment/catering/office supplies needs for firm.


o Assist in travel plans, meeting schedules, and other support roles for principals of firm


· Experience in back office processing for securities settlement, and/or banking operations.


· General knowledge on fixed income investments. Additional experience in municipal finance a big plus.

· Understanding of various computer skills/programs. Job entails a lot of work in excel, power points, and other software.


· Integrity and good character


· Cooperative attitude and ability to work and communicate with others


· Willingness and aptitude to learn new skills


Will be a liaison with clients. Excellent opportunity. Local candidates only


This is an in office role with growth potential. EXCELLENT UPSIDE

EXCELLENT STABILITY, WORK LIFE BALANCE Growth is horizontal (skills and financial). SMALL OFFICE. Great place to add value and leave work at work.

FINANCIAL SERVICES BACKGROUND is a MUST. 100% in office Local Candidates only

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