Administrative Assistant – Financial Advisory Firm

Western Wealth; Lakewood (CO); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Flexible schedule

Job summary

Western Wealth, a Colorado-based independent financial advisory firm, is seeking an organized, proactive administrative assistant to support an advisor with 25+ years of experience.

This part-time role (20-30 hours/week, Mon-Fri, 9:00 AM–2:00 PM) emphasizes client interaction, operations support, and accuracy in documentation, reporting, and compliance tasks. LPL Financial experience is strongly preferred.

Qualifications

• Experience in financial services or wealth management.
• LPL Financial experience strongly preferred.
• Strong organizational and attention to detail.
• Excellent communication and client service skills.
• Ability to multitask, adapt, and work independently.
• Dependable, proactive, and solution-oriented.

Responsibilities

• Serve as a first point of contact for clients—handling calls and service requests with professionalism and warmth.
• Schedule appointments and prepare for client meetings.
• Support account operations, including new account opening and maintenance.
• eSignature coordination and tracking.
• Rollovers, transfers, and RMD processing.
• Generate client reports and assist with documentation and compliance tasks.
• Support client communications and marketing efforts.
• Identify ways to improve processes and increase efficiency.

Skills

Financial services experience

Wealth management

LPL Financial experience

Organizational skills

Communication skills

Multitasking

Proactive problem solving

Tools

Microsoft Office

Excel

Job description

Join an established, independent financial advisory firm supporting an advisor with 25+ years of experience. This role is ideal for someone who enjoys client interaction, thrives in an organized environment, and takes initiative.

You'll be a key part of delivering a high-quality client experience while helping keep daily operations running smoothly. We're looking for someone who wants to grow and make a meaningful, long-term impact.

What You'll Do

• Serve as a first point of contact for clients-handling calls and service requests with professionalism and warmth
• Schedule appointments and prepare for client meetings
• Support account operations, including:
• New account opening and maintenance
• eSignature coordination and tracking
• Rollovers, transfers, and RMD processing
• Generate client reports and assist with documentation and compliance tasks
• Support client communications and marketing efforts
• Identify ways to improve processes and increase efficiency

What You Bring

• Experience in financial services, wealth management, or a similar field
• LPL Financial experience strongly preferred
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office (Excel required)
• Excellent communication and client service skills
• Ability to multitask, adapt, and work independently
• Dependable, proactive, and solution-oriented

Why Join Us

We're a relationship-driven firm that values professionalism, teamwork, and exceptional client service. If you take pride in your work, enjoy helping others, and want to be part of a supportive, long-term team- we'd love to connect.

Schedule

Part-time, 20-30 hours a week, Mon-Fri. Flexible hours between 9:00 AM-2:00 PM