What are the responsibilities and job description for the Administrative Assistant position at CXO Financial?
About the job
Administrative Assistant — CXO Financial
Location: Greater Colorado Grand Junction Area (Colorado-based preferred)
Type: Part-Time (with growth opportunity)
Reports To: Founder / CFO
About CXO Financial
At CXO Financial, we don’t just balance books — we engineer financial freedom.
We serve as outsourced CFOs, tax strategists, and business architects for clients across construction, real estate, medical, cannabis, and professional service industries. Every structure we build — from multi-entity tax strategies to nonprofit integrations — is designed with one goal: helping people build freedom through purpose.
The Role
We’re looking for an Administrative Assistant who thrives with organizational skills in a high-growth environment. You’ll be an operational backbone — helping to ensure the team runs smoothly, communication flows seamlessly, and client interactions reflect the professionalism and integrity of the CXO brand. If you love to organize and love interacting with people, this role is for you.
This position is ideal for someone who is organized, tech-savvy, detail-oriented, and eager to grow within a company that values innovation, autonomy, and excellence.
Key Responsibilities
Operational Support
- Assist with document collection and preparation — gather, send, and collect contracts, client forms, financial reports, and presentations.
- Help organize digital files, workflows, and SharePoint folders using Microsoft 365 tools.
- Maintain accurate records and assist with onboarding new staff and clients.
Client & Team Communication
- Serve as a first point of contact for clients and partners.
- Coordinate between team members (Accounting, CFO Services, and Tax Strategy).
- Prepare and distribute meeting agendas, summaries, and follow-ups.
- Handle confidential and sensitive information with discretion.
Technology & Systems
- Use Microsoft 365, SharePoint, and other Technologies used to streamline operations.
- Support CRM data entry and workflow tracking.
- Help identify process improvements and implement automation where possible.
Qualifications
- 2 years of administrative or executive assistant experience (financial or professional services preferred).
- Proficient in Microsoft 365 (Word, Excel, PowerPoint, SharePoint, Teams, Outlook).
- Excellent written and verbal communication skills.
- Strong attention to detail, time management, and follow-through.
- Comfortable working independently with high accountability.
Growth & Opportunity
At CXO Financial, we build people the same way we build companies — intentionally.
This role comes with long-term advancement potential, including the opportunity to evolve into operations management, client success, or leadership positions as the company expands.
Compensation
- Competitive salary (based on experience)
- Schedule - Flexible, in office hours
- Professional development opportunities
- A values-driven, mission-oriented culture
Pay: From $20.00 per hour
Benefits:
- Flexible schedule
People with a criminal record are encouraged to apply
Work Location: In person
Salary : $20