Office Administrator

Position Summary

Denver Wealth Management (DWM) is seeking a highly organized, proactive, and service-oriented Office Manager to oversee the daily administrative operations of our firm while helping deliver an exceptional experience for our clients and employees.

This role serves as the administrative hub of the office, supporting firm leadership, advisors, employees, and clients through outstanding organization, communication, and execution. The Office Manager is responsible for ensuring the office operates efficiently, coordinating client and advisor schedules, managing administrative processes, assisting with marketing initiatives, supporting Human Resources functions, and organizing firm events and projects.

The ideal candidate enjoys wearing many hats, thrives in a fast-paced professional environment, and takes pride in creating an organized, welcoming, and efficient workplace. This position requires excellent judgment, attention to detail, professionalism, discretion, and a genuine passion for helping others.

This position is performed on-site at our Denver Tech Center office.

Primary Responsibilities

Office Administration

• Manage the day-to-day administrative operations of the office.
• Serve as the first point of contact for clients, visitors, and vendors while delivering exceptional customer service.
• Answer incoming phone calls and manage general office communications.
• Receive and distribute incoming mail, deliveries, and packages.
• Maintain conference rooms, reception areas, kitchen, and common spaces to ensure a professional office environment.
• Coordinate office maintenance, repairs, cleaning services, and building management requests.
• Manage office supplies, equipment, furniture, and vendor relationships.
• Develop and improve administrative procedures to increase efficiency and organization.
• Maintain office policies and administrative documentation.

Client Experience & Scheduling

• Serve as the primary resource for advisor and client scheduling and coordinate through multiple advisor calendars.
• Assist with annual client review scheduling and outreach initiatives.
• Help ensure a consistent, high-quality client experience from first contact through meeting completion.
• Support advisors with administrative requests and scheduling priorities.

Marketing & Event Planning

• Coordinate firm marketing projects from planning through completion.
• Publish website blogs and marketing content.
• Coordinate newsletters, client communications, announcements, and email campaigns.
• Assist with website updates and social media coordination.
• Coordinate client appreciation events and firm functions

Executive & Administrative Support

• Coordinate executive calendars, meetings, and travel arrangements.
• Manage special projects and administrative initiatives.
• Prioritize multiple assignments while maintaining accuracy and professionalism.

Qualifications

• Minimum of 3 years of experience in office management, executive administration, administrative management, or a similar role.
• Financial services or professional services experience preferred.
• Excellent verbal and written communication skills.
• Exceptional organizational and time management abilities.
• Strong attention to detail and follow-through.
• Demonstrated ability to prioritize multiple responsibilities in a fast-paced environment.
• Professional, polished, and client-focused demeanor.
• Strong problem-solving skills with the ability to work independently.
• Ability to maintain confidentiality and exercise sound judgment.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.

Desired Characteristics

The ideal candidate is someone who:

• Enjoys creating organization and improving processes.
• Builds positive relationships with clients and coworkers.
• Thrives in a collaborative team environment.
• Communicates with professionalism, warmth, and confidence.
• Maintains composure while balancing multiple priorities.
• Demonstrates flexibility and a positive, “can-do” attitude.
• Takes pride in representing Denver Wealth Management with integrity and professionalism.

Physical Requirements

• Ability to sit, stand, and walk throughout the workday.
• Ability to occasionally lift or move office supplies and packages up to 25 pounds.
• Ability to perform duties requiring frequent computer use and phone communication.

Compensation Desired Characteristics

Salary Range: $45,000 - $60,000 annually

*Actual compensation will depend on experience, qualifications, skills, and internal equity.

DWM offers a comprehensive benefits package that includes:

• Medical, dental, vision, and supplemental insurances
• 401(k) retirement plan with employer matching
• Paid Time Off (PTO)
• Paid holidays
• Professional development opportunities
• Employee assistance and wellness benefits, where applicable

 *Benefits are subject to eligibility requirements and the terms of the applicable benefit plans.

Please Note: This job description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change as business needs evolve.