Executive Assistant/Client Services Coordinator

1 month ago


Westminster, Colorado, United States KAZ, SP Full time
Job Title: Executive Assistant/Client Services

We are seeking a highly organized and detail-oriented Executive Assistant/Client Services to join our team at KAZ, SP. As a key member of our financial planning firm, you will be responsible for managing client relationships, providing administrative support, and ensuring the smooth operation of our office.

  • Manage client relationships and provide exceptional customer service
  • Provide administrative support to our financial advisors, including scheduling, data entry, and correspondence
  • Track and renew advisor licensing, continued education, and compliance requirements
  • Maintain accurate records and data entry in our CRM system
  • Coordinate meetings, appointments, and events
  • Ensure the office runs smoothly and efficiently

Requirements:

  • 3-5 years of experience in a similar role
  • Proficiency in Salesforce/CRM, Morningstar Workstation, and Outlook
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

What We Offer:

  • Competitive salary and bonus potential
  • Medical benefits, holiday pay, and vacation time
  • Simple retirement plan with 3% match
  • Full-time position in a dynamic and supportive team


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