About us.

Our work environment includes:

• Modern office setting
• Growth opportunities
• Work-from-home days
• On-the-job training
• Company perks
• Lively atmosphere

```Overview:```

We are seeking a highly organized and detail-oriented Executive Assistant to support our Thornton advisory team. The ideal candidate will have excellent communication skills, strong problem-solving abilities, and the ability to handle multiple tasks simultaneously. As an Executive Assistant, you will play a crucial role in ensuring the smooth operation of our North Office.

Job Description:

· First and Foremost, MUST be a team player.

· This is NOT a Remote Position. Must be available to work in our Thornton office.

· Virtually supporting advisors in our other locations as needed

· Assisting in answering reception call queues and handle basic requests.

· Assist Financial Advisors with their Daily tasks, preparing appointment folders, Client follow ups, ect.

· Managing Advisor Calendars, scheduling/rescheduling prospect/client meetings

· Supporting the processing department in obtaining required documents.

· Cross training in other departments to serve as support.

· Processing applications

· Tracking Transfers for contra firms

· Draft correspondences (LOI’s) and other formal documents i.e (transfer forms)

· Greet and assist onsite guests.

· Develop and implement organized filing systems.

· Review client paperwork

· Using APA, Charles Schwab Institutional platforms, Fidelity Wealthscape, and other IAR platforms.

Qualifications:

· Securities License preferred, but not required.

· Strong computer-literacy with proficiency and working knowledge of database and reporting tools such as Microsoft Word, Excel, Access, and PowerPoint.

· Previous experience in Financial/ Insurance office administration or other related fields

· Ability to prioritize and multitask.

· Time management

· Experience using Calendly, managing calendar availability, etc.

· Excellent written and verbal communication skills

· Strong attention to detail

· Strong organizational skills

· Must have experience in processing Insurance and/or Securities business.

· A college degree is nice, but not required.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Work Location: In person