**Job Summary:**

We are seeking a detail-oriented Administrative Assistant to join our team. The ideal candidate will provide administrative support and perform various clerical tasks to ensure efficient office operations.

**Duties:**

- Assist in order entry and processing

- Perform clerical tasks such as data entry, copying, and scanning

- Take inbound calls and emails and place outbound calls and emails to coordinate appointments and meetings, and meet and greet clients and office visitors.

- Set and manage appointment calendars

- Provide administrative support to staff as needed

- Assist with proofreading documents for accuracy

- Support office management with various tasks

**Skills:**

- Experience in investment and investment advisory services and tasks is a plus

- Proficient in office software applications (e.g., Microsoft Office Suite)

- Working knowledge of industry software programs for CRM, e-signatures, risk assessment and financial planning tools strongly desired

- Strong organizational skills with attention to detail

- Ability to type accurately and efficiently

- Knowledge of general clerical duties

- Previous experience in a similar position is beneficial

- Ability to work independently with good problem solving and time management skills required

This position offers a great opportunity for someone with strong administrative skills to contribute to our team. If you are organized, detail-oriented, and enjoy supporting office operations, we would love to hear from you.

Job Types: Full-time, Temp-to-hire

Pay: $16.00 - $20.00 per hour

Expected hours: 30 – 40 per week

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Colorado Springs, CO 80917 (Required)

Ability to Relocate:

• Colorado Springs, CO 80917: Relocate before starting work (Required)

Work Location: In person