E.A. Buck and Federal Benefits Made Simple has dual headquarters in Colorado and Hawaii. We are a forward-thinking wealth management firm that is seeking an Office Coordinator to join our expanding team for each of our locations in Lakewood and Westminster, CO. The ideal candidate will be highly organized, have an eye for detail and work with a sense of urgency. Ability to work autonomously but also thrive in a highly collaborative corporate culture is a must. Candidate will be based in Colorado.

NOTE: Only people currently living in Colorado will be considered for this role.

Responsibilities:

• Office Management – set up and train new employees on administrative tasks; serve as primary point of contact for management of the office; assist receptionist with answering phones, scheduling appointments, pulling files and scanning documents.
• Client Service – understand the firm’s financial solutions, respond to client questions, process documents, call financial vendors, and track money movement.
• Technology – assist in managing and maintaining software, hardware and CRM, and serve as the onsite go-to person for technically related questions and issues.
• Marketing Operations – help implement corporate marketing strategies, including setting up webinars, maintaining monthly inventory of event equipment and supplies, and coordinating invitations to prospects.
• Problem solve one-off challenges and educate team members on updated solution and process.
• Organize and oversee special projects.

Minimum Job Requirements:

• Three years of financial industry experience preferred
• Series 65 or comparable licenses preferred
• Advanced computer skills
• Associates degree or above

Additional Expectations:

• Highly motivated and deadline driven
• Ability to organize and prioritize tasks
• Holds self and others accountable for ensuring that results are achieved
• Strong communication skills
• Detail oriented

Salary / Benefits Package:

• Salary to be negotiated based on experience
• Full benefits package includes health, dental and vision insurance, 401k with generous matching, company profit sharing, parking allowance, and paid vacation and holidays