Job Details

Job Title: Part-Time Executive Assistant                                                             Location: Denver Tech Center
Schedule: Approximately 25 hours per week could be more
Duration: 4–6 months with the potential to convert to a permanent for the right fit                                                                                                                                                                                            
Start Date:  July 28th or August 4th

Pay Rate: $28 - $35 hour depending on experience

Position Overview

We are seeking a proactive, highly professional Part-Time Executive Assistant to support a dynamic and extremely busy executive in the wealth management industry. This role requires an individual who excels at working independently, anticipates needs before they arise, and consistently maintains the highest level of confidentiality and discretion.

If you thrive in a fast-paced environment, are resourceful and adaptable, and enjoy being a trusted right hand, we encourage you to apply. A background in finance is a plus but not required.

Key Responsibilities

• Provide high-level administrative support to a senior executive with minimal direction

• Proactively manage calendars and appointments

• Schedule meetings for clients and prospects

• Plan and coordinate events

• Responsible for handling inbound calls for clients and occasional vendors

• Prepare materials documenting action items as needed

• Order office supplies

• Gatekeeper for the office 

• Assist in vendor coordination 

• Help to get documentation signed from clients 

• Screen and prioritize emails, calls, and requests to ensure efficient time management

• Prepare and edit correspondence, reports, and presentations with accuracy and professionalism

• Anticipate needs and take initiative to resolve issues before they arise

• Maintain strict confidentiality and handle sensitive information with discretion

• Support special projects and other administrative tasks as assigned demonstrating initiative and judgement in execution

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Qualifications

• At least 3 years of recent corporate experience as an Executive Assistant or Administrative Assistant supporting senior leadership

• Positive and wiling attitude

• Need to be proactive and confident

• Demonstrated ability to work independently, prioritize tasks, and anticipate needs

• Exceptional organizational skills and able to juggle multiple priorities

• High level of professionalism and a commitment to confidentiality and discretion

• Excellent written and verbal communication skills

• Strong proficiency in Microsoft Office Suite and other relevant tools, intermediate Excel including basic formulas, tables and graphs

• Financial background or experience supporting finance leaders is a plus, but not required