Client-Focused Office Administrator (Financial Services)

Altitude Planning Group; Denver (CO); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Paid Time Off

Sick Time

Paid Holidays

Job summary

Altitude Planning Group in Denver, CO, is seeking a full-time Office Administrator to join our team. The role focuses on calendar management, client communications, CRM data entry, and supporting marketing and operations with accuracy and professionalism.

The ideal candidate will have strong communication, organizational skills, and the ability to adapt to changes while maintaining a positive attitude. Prior administrative and service industry experience is preferred, with proficiency in Google

Qualifications

• High School degree or GED is required.
• Associate’s degree or higher preferred.
• Prior administrative experience preferred.
• Prior service industry experience preferred.
• Proficiency with Google or Microsoft Suite preferred.

Responsibilities

• Set and confirm calendar appointments.
• Greet consumers on the phone and in person with a warm and welcoming approach.
• Answer incoming calls and transfer to appropriate personnel.
• Communicate with clients on behalf of financial advisor and firm.
• Track prospect-to-client process.
• Assist with coordination and execution of marketing campaigns and events.
• Ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, slides).
• Assemble meeting preparation documents for clients/prospects.
• Collect vital information for all paperwork.
• Enter client information into the CRM system.
• Update client portals quarterly with necessary documents.
• Participate in client relation efforts as needed.
• Send birthday and anniversary greetings to clients.
• Assist in completing new account paperwork and applications.
• Process new business applications with accuracy and submit to carriers.
• Obtain signatures from clients for carrier approval.
• Track application process and new account setup.
• Perform clerical duties such as filing, photocopying, and faxing.
• Maintain and organize office files and documentation.

Skills

Verbal & written communication

Adaptability

Positive attitude

Client relationship building

Organizational skills

Time management

Proactive problem solving

Education

High School degree or GED Equivalent

Associate’s degree or Higher

Tools

Google Suite

Microsoft Office

Job description

Altitude Planning Group in Denver, CO, is seeking a full-time Office Administrator to join our team. The role focuses on calendar management, client communications, CRM data entry, and supporting marketing and operations with accuracy and professionalism.

The ideal candidate will have strong communication, organizational skills, and the ability to adapt to changes while maintaining a positive attitude. Prior administrative and service industry experience is preferred, with proficiency in Google