Administrative Assistant/Client Relationship Specialist

4 weeks ago

Grand Junction, United States EdgeRock Wealth Management Full time

Opportunity

This role is an in person position in our Grand Junction, CO office.

EdgeRock is a growing independent wealth management firm headquartered in Denver, CO. We help families and business owners position their savings for retirement success through comprehensive investment strategies, tax planning, and passionate client service.

The Administrative Assistant/Client Relationship Specialist role is responsible for providing high-level client support and is critical to the ongoing success of our onsite meeting operation. This position will have significant interaction across all departments and gain exposure to a wide variety of valuable industry skills and knowledge. The position will be pay between 40-60k based on experience.

Essential skills include:

  • Makes great personal connections via phone and email
  • Demonstrates ability to handle client needs with confidence and resourcefulness
  • Outstanding written and oral communication skills
  • Ability to work both independently and effectively as part of a team
  • Can multitask client needs and inquiries with uncompromising accuracy and resolve
  • Basic understanding of the investment advising industry or passion to learn

Responsibilities

  • We are looking for people who are passionate about helping clients
  • Provide concierge-level service to our clients with a white-glove service mentality
  • Completes a variety of administrative duties for the department director(s), including managing calendars for appointment booking, scheduling travel plans, preparing reports and other correspondence
  • Critically think through problems, exercise decisive judgement and work with minimal supervision. Must be able to work in a fast-paced environment and take appropriate action.
  • Answering the telephone, transferring calls, recording accurate messages, all while following customer service protocol
  • Engage in basic service tasks for clients as necessary to support operational efficiency
  • Act as an office manager, ensuring the operation maintains adequate supplies, and is organized efficiently

Qualities and Characteristics:

Integrity, loyalty, confidentiality, honesty, emotional maturity, strong work ethic, conscientious, high internal emotion need to succeed, proactive, independent, self-directed and self-motivated (low maintenance), organized, strong follow thru and follow-up skills, articulate (a good writer/communicator), detail oriented, and high personal standard of excellence.

  • Administrative Assistant/Client Relationship Specialist

    1 month ago

    Grand Junction, United States EdgeRock Wealth Management Full time

    Opportunity This role is an in person position in our Grand Junction, CO office.EdgeRock is a growing independent wealth management firm headquartered in Denver, CO. We help families and business owners position their savings for retirement success through comprehensive investment strategies, tax planning, and passionate client service. The Administrative...

  • Administrative Assistant/Client Relationship Specialist

    1 month ago

    Grand Junction, United States EdgeRock Wealth Management Full time

    Opportunity This role is an in person position in our Grand Junction, CO office.EdgeRock is a growing independent wealth management firm headquartered in Denver, CO. We help families and business owners position their savings for retirement success through comprehensive investment strategies, tax planning, and passionate client service. The Administrative...

  • Administrative Assistant/Client Relationship Specialist

    2 days ago

    Grand Junction, United States EdgeRock Wealth Management Full time

    Opportunity This role is an in person position in our Grand Junction, CO office.EdgeRock is a growing independent wealth management firm headquartered in Denver, CO. We help families and business owners position their savings for retirement success through comprehensive investment strategies, tax planning, and passionate client service. The Administrative...

  • Administrative Support Specialist

    3 weeks ago

    Grand Rapids, United States Valmark Financial Group Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

  • Administrative Support Specialist

    1 day ago

    Grand Rapids, United States Valmark Financial Group Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

  • Administrative Support Specialist

    3 weeks ago

    Grand Rapids, United States Harvest Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

  • Administrative Support Specialist

    2 days ago

    Grand Rapids, United States Harvest Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you analytical and technical in nature? Are you sincere in building client relationships? Do you thrive in a position that is orderly and systematic? If so, this may be the job for you! Harvest Wealth Advisors are looking for someone who possesses these traits to join their team as an Administrative Support Specialist. The...

  • Administrative Assistant

    1 week ago

    Grand Junction, United States 970 Medicare & Farmers Insurance Dryer Agency Full time

    Job DescriptionJob DescriptionDo you like administrative work?If so, read this post.I am a Farmers Insurance agency owner in Grand Junction CO and I'm looking to hire an Administrative Assistant to join our team.Our agency is growing FAST.Every month, our agency welcomes hundreds of new clients, and we need an Administrative Assistant to service our...

  • Administrative Assistant

    1 day ago

    Grand Junction, United States 970 Medicare & Farmers Insurance Dryer Agency Full time

    Job DescriptionJob DescriptionDo you like administrative work?If so, read this post.I am a Farmers Insurance agency owner in Grand Junction CO and I'm looking to hire an Administrative Assistant to join our team.Our agency is growing FAST.Every month, our agency welcomes hundreds of new clients, and we need an Administrative Assistant to service our...

  • Administrative Specialist

    5 days ago

    Junction City, United States MKS2 Technologies Full time

    Job DescriptionJob DescriptionMKS2 Technologies, LLC, an award-winning high growth small business, creates innovative and customer-centric technology solutions in the areas of Cyber Security, Instructional Design and Training, Software Engineering and IT Support Services to improve the security and well-being of our clients. Our commitment to excellence and...

  • Administrative Specialist

    1 week ago

    Junction City, United States MKS2 Technologies Full time

    Job DescriptionJob DescriptionMKS2 Technologies, LLC, an award-winning high growth small business, creates innovative and customer-centric technology solutions in the areas of Cyber Security, Instructional Design and Training, Software Engineering and IT Support Services to improve the security and well-being of our clients. Our commitment to excellence and...

  • Administrative Specialist

    1 day ago

    Junction City, United States MKS2 Technologies Full time

    Job DescriptionJob DescriptionMKS2 Technologies, LLC, an award-winning high growth small business, creates innovative and customer-centric technology solutions in the areas of Cyber Security, Instructional Design and Training, Software Engineering and IT Support Services to improve the security and well-being of our clients. Our commitment to excellence and...

  • Administration and Technology Support Specialist

    1 week ago

    Grand Junction, United States Michigan Blueberry Growers Association Full time

    Job DescriptionJob DescriptionDescription:Position PurposeFood safety department administration with a focus on tech support and development of new technology-based solutions. Develop, audit, review, and support the food safety, food defense and social responsibility programs within an agricultural cooperative. Develop and maintain a working knowledge of...

  • Administration and Technology Support Specialist

    1 week ago

    Grand Junction, United States Michigan Blueberry Growers Association Full time

    Position Purpose Food safety department administration with a focus on tech support and development of new technology-based solutions. Develop, audit, review, and support the food safety, food defense and social responsibility programs within an agricultural cooperative. Develop and maintain a working knowledge of applicable food safety programs. Develop...

  • Administration and Technology Support Specialist

    1 day ago

    Grand Junction, United States Michigan Blueberry Growers Association Full time

    Job DescriptionJob DescriptionDescription:Position PurposeFood safety department administration with a focus on tech support and development of new technology-based solutions. Develop, audit, review, and support the food safety, food defense and social responsibility programs within an agricultural cooperative. Develop and maintain a working knowledge of...

  • Records & Administrative Services Specialist

    2 weeks ago

    Grand Forks, North Dakota, United States Alerus Financial Full time

    Position Summary:The Records & Admin Services Specialist is responsible for supporting enterprise data management and administrative services. This position assists with records management as well as producing and routing customer communication and fulfillment mailings, check printing, web document control, and mail services. This position will maintain a...

  • Records & Administrative Services Specialist

    2 days ago

    Grand Forks, North Dakota, United States Alerus Financial Full time

    Position Summary:The Records & Admin Services Specialist is responsible for supporting enterprise data management and administrative services. This position assists with records management as well as producing and routing customer communication and fulfillment mailings, check printing, web document control, and mail services. This position will maintain a...

  • Client Service Specialist

    6 days ago

    Grand Rapids, United States Axios Professional Recruitment Full time

    Job DescriptionJob DescriptionAxios Professional Recruitment is partnered with Grand Rapids Iron & Metal seeking an experienced Client Service Specialist. Successful candidates will have general bookkeeping experience, excellent customer relationship management skills and be service-oriented.The focus of this position is: Serve Grand Rapids Iron & Metal and...

  • Client Service Specialist

    2 days ago

    Grand Rapids, United States Axios Professional Recruitment Full time

    Job DescriptionJob DescriptionAxios Professional Recruitment is partnered with Grand Rapids Iron & Metal seeking an experienced Client Service Specialist. Successful candidates will have general bookkeeping experience, excellent customer relationship management skills and be service-oriented.The focus of this position is: Serve Grand Rapids Iron & Metal and...

  • Administrative Intake Support Specialist

    2 weeks ago

    Grand Rapids, United States Pine Rest Christian Mental Health Services Full time

    ** Administrative Intake Support Specialist** ** Pine Rest - Psychiatric Urgent Care** ** Grand Rapids, MI** Employment Status: **Full-Time** Hours Per Week: **40** Shift: **Variable** Administrative Intake Support Specialist Pine Rest is the fourth largest, freestanding, mental health institution in the country. We are called to express the healing...