Part-Time Front Office Administrator

Part-time Front Office Administrator

It is time to explore new challenges in your career. Altitude Planning Group is an independent, privately-owned, financial services company in Denver, CO. We are looking to add a part-time Front Office Administrator to our team.

Hours: Part-time (3-4 days/wk depending on preference) Monday–Thursday 9:30am – 4:00 pm or Tuesday–Thursday 9:30am-4:00pm

The Expertise We’re Looking For:

• Prior reception/administrative Experience (Required)
• Proficiency with Microsoft Office suite, including Excel (Required)
• High school degree (Required)
• Prior Experience Working in Financial Advisory Industry (Preferred)

Key Traits of a Front Office Administrator:

• Able to communicate verbally and in writing
• Able to learn and adapt to changes

What You Will Be Responsible For:

• Greet consumers on the phone and in person with a warm and welcoming approach
• Set and confirm calendar appointments
• Answer incoming calls and transfer all calls to the appropriate personnel
• Answer general inquiries and client questions
• Prepare and deliver client birthday / anniversary recognition and appreciation letters and gifts
• Client birthday and anniversary callouts
• Assist in coordination of client appreciation events
• Enter client information into the CRM system
• Assemble appointment binders
• Build strong client relationships
• Onboard clients
• Maintain office supplies
• Perform other clerical duties such as filing, photocopying, collating, faxing etc.
• Maintain and organize office files and documentation
• All other duties as assigned

Pay:

Check out our website: https://www.myaltitudewealth.com/

If you feel like we would be a good fit for each other, apply now!

Job Type: Part-time

Pay: $19.00 - $22.00 per hour

Schedule:

• Day shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 4 years (Required)
• Microsoft Office: 3 years (Required)

Ability to Commute:

• Denver, CO 80210 (Required)

Ability to Relocate:

• Denver, CO 80210: Relocate before starting work (Required)

Work Location: In person