Client Relations & Office Coordinator

Altitude Planning Group; Denver (CO); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off

Sick Time

Paid Holidays

Job summary

Altitude Planning Group, a Denver-based financial services firm, is seeking a full-time Office Administrator to support daily operations, client communication, and paperwork processing. You will manage calendars, greet clients, assist with marketing campaigns, and ensure accurate data entry in the CRM.

The role emphasizes strong organizational skills, proactive problem solving, and the ability to maintain professional relationships with clients and colleagues.

Qualifications

• High School diploma or GED required.
• Associate 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.
• Answer incoming calls and transfer to the appropriate personnel.
• Communicate with clients on behalf of the financial advisor and firm.
• Track prospect-to-client process.
• Assist with coordination and execution of marketing campaigns and events.
• Coordinate marketing materials for client-facing components for compliance approval.
• Prepare meeting documents for client/prospect presentations.
• Collect information for paperwork and enter it into the CRM.
• Update client portals quarterly with necessary documents.
• Support client relations efforts as needed.
• Send birthday and anniversary recognitions to clients.
• Assist in completing new account paperwork and applications for annuities and life insurance.
• Process new business applications with accuracy and submit to carriers.
• Obtain required documents and signatures from clients for carrier approval.
• Track application progress and new account setup.
• Perform general clerical duties (filing, photocopying, etc.).
• Maintain and organize office files and documentation.
• All other duties as assigned.

Skills

Communication

Time management

Organizational skills

Problem solving

Independent judgement

Client relations

Education

High School diploma or GED

Associate degree or higher

Tools

Google Suite

Microsoft Office

CRM software

Job description

Altitude Planning Group, a Denver-based financial services firm, is seeking a full-time Office Administrator to support daily operations, client communication, and paperwork processing. You will manage calendars, greet clients, assist with marketing campaigns, and ensure accurate data entry in the CRM.

The role emphasizes strong organizational skills, proactive problem solving, and the ability to maintain professional relationships with clients and colleagues.