Office Assistant - Front Range Financial

Front Range Financial is looking for an Office Assistant to join our team in our Centennial office. The Office Assistant is responsible for overseeing the general administrative functions and any events or activities in the office which includes processing applications for financial accounts and products.

The ideal candidate will have prior administrative experience working in an office supporting multiple levels of employees. He/she greets visitors and should present an accessible and approachable tone as well as have excellent communication skills. The ideal candidate has a healthy initiative and can anticipate needs.

Responsibilities: 

• Supplies – Order and maintain all office-related supplies, including furniture, letterhead and new supplies as needed. Deliver or order food or drinks as needed for events.
• Manage – Organize company events, meetings, and conferences. Supervise, monitor and delegate work to administrative staff as needed. Create a system for the team to be able to locate and review any files or records. Organize onboarding programs for new employees. Create and maintain the office budget.  
• Coordination – Arrange and book travel and accommodations. Respond to correspondence, complaints and inquiries. Provide backup support to other administrative staff as needed including answering phones, sorting and distributing mail, and preparing documents.

Requirements:

• A high school diploma or equivalent is required; Some college preferred
• Three years of previous office experience
• Superb written and oral communication skills
• Good knowledge and experience with the Microsoft office suite of products required.
• Good knowledge with managing a CRM for the office.

About Front Range Financial

Front Range Financial is a financial services organization dedicated to providing financial advice and financial products to families that are approaching or are in retirement. Our employees enjoy a work culture that promotes great service and a comfortable environment for our in office, client appointments.

Front Range Financial benefits include health care, paid time off, and professional development.

At least 2 years experience in a financial services office with knowledge of processing financial applications for new clients and also have experience with servicing existing clients with their transactional needs

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