Executive & Client Services Office Administrator

Wakefield Asset Management Corporation; Denver (CO); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401(k) with match

Paid Holidays and PTO

Professional Development

Job summary

Wakefield Asset Management Corporation, a boutique Registered Investment Advisor in the Denver Tech Center, seeks an Office Administrator to be the first contact for clients and guests and to support day-to-day office operations. The role emphasizes a welcoming environment, organization, and professional client service.

Responsibilities include front-office duties, scheduling, correspondence, document preparation, CRM maintenance, and cross-team support.

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• Strong written and verbal communication, grammar, spelling, and proofreading abilities.
• Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Experience with CRM systems and marketing/design tools is a plus.

Responsibilities

• Greet clients, visitors, and vendors professionally.
• Answer calls, emails, and inquiries promptly.
• Manage office common areas to remain clean and presentable.
• Coordinate guests’ needs with client-first mindset.
• Maintain records of service requests and follow-ups.
• Schedule meetings, travel, and company activities.
• Prepare correspondence and client packets.
• Support internal teams with admin tasks.
• Handle confidential information discreetly.
• Maintain CRM and marketing activity records.

Skills

Communication

Interpersonal skills

Time management

Microsoft Office

CRM systems

Proofreading

Professional demeanor

Education

Bachelor’s degree or equivalent work experience

Tools

CRM

Outlook

PowerPoint

Excel

Job description

Wakefield Asset Management Corporation, a boutique Registered Investment Advisor in the Denver Tech Center, seeks an Office Administrator to be the first contact for clients and guests and to support day-to-day office operations. The role emphasizes a welcoming environment, organization, and professional client service.

Responsibilities include front-office duties, scheduling, correspondence, document preparation, CRM maintenance, and cross-team support.