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

Company: Wakefield Asset Management Corporation

Employment Type: Full-Time (Non-Exempt)

Start Date: September/October 2026

Position Summary

Wakefield Asset Management is a boutique Registered Investment Advisor firm located in the Denver Tech Center. We provide wealth management services and separate account management to individual and institutional investors. We pride ourselves on providing exemplary service to our clients.

We are seeking a friendly, polished, organized, and professional Office Administrator to serve as the first point of contact for our clients, guests, and team members while also supporting the day-to-day operations of the office. This role is ideal for someone who enjoys creating a welcoming office environment, staying highly organized, supporting executives and internal team members, and helping ensure clients receive an exceptional level of service.

Position Responsibilities

Front Office & Client Experience

• Greet clients, visitors, and vendors in a warm, professional, and service-oriented manner.
• Answer phone calls, emails, and general inquiries promptly and professionally.
• Manage the common areas to ensure the office is clean, organized, and presentable.
• Coordinate guests’, clients’, and visitors’ needs while putting the client’s experience first.
• Maintain accurate records of service requests, client needs, and follow-up items.

Administrative

• Schedule meetings, conference rooms, client appointments, travel, and company activities.
• Handle calls and communications from both internal and external sources.
• Prepare correspondence, including letters, memos, forms, emails, policies, procedures, and other documents.
• Prepare meeting materials, client packets, forms, presentations, and other business documents.
• Support internal team members with administrative projects and daily office tasks.
• Handle confidential information with discretion, professionalism, and sound judgment.
• Maintain CRM contact information, department activity, marketing activity, and records of business development or client engagement efforts.

Office Operations

• Assist with mail, deliveries, shipping, office supply inventory, and vendor coordination.
• Maintain client and office records with accuracy and confidentiality.
• Support office organization, filing systems, databases, and internal processes.
• Help create a positive, professional, and service-focused office experience for clients and employees.

Qualifications

• Prior experience in office coordination, reception, executive assistance, administrative support, client service, marketing support, or a professional office environment preferred.
• Experience in financial services, wealth management, investment management, or another professional services environment is helpful.
• Bachelor’s degree or equivalent work experience preferred.
• Strong communication and interpersonal skills.
• Exceptional written and verbal communication skills, including strong grammar, spelling, and proofreading abilities.
• Professional, polished, client-service oriented, and comfortable interacting with individuals at all levels inside and outside the company.
• Highly organized with strong attention to detail and the ability to establish priorities and meet deadlines.
• Ability to manage multiple competing tasks in a fast-paced environment.
• Strong time management skills and ability to follow through to completion.
• High level of discretion, poise, tact, and diplomacy when handling sensitive and confidential information.
• Proficient with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
• Experience with CRM systems, contact databases, presentation software, website platforms, LinkedIn, Canva, or similar marketing/design tools is a plus.
• Reliable, proactive, flexible, and willing to help wherever needed.

Compensation

• Salary Range- $50,000-$65,000 (based on hours and experience)
• Annual Performance Bonus- Up to 15% of Salary
• Paid Holidays and PTO
• Professional Development and Education Credit
• Health Insurance:
• -Health Insurance
• -Vision Insurance
• -Wakefield pays 80% of the monthly premium for all individual, spouse, and family coverage for Health, Dental, and Vision.
• Other Insurance:
• -Long-Term Disability: You are covered for 60% of your compensation.
• -Wakefield pays 100% Premiums
• -Short-Term Disability: You are covered for 60% of your compensation.
• -Wakefield pays 100% Premiums
• -Group Life Insurance:Policy is for $50,000 of life insurance
• -Wakefield Pays 100% of the Premiums
• Health Savings Account:
• -Eligible if you are enrolled in the Wakefield provided health insurance plan.
• -A Health Savings Account is opened for you and Wakefield contributes:
• *$4,400 annually for individual coverage
• *$8,750 annually for family coverage
• -Contributions made by Wakefield are paid monthly.Employee is eligible to contribute additional, tax-deductible amounts on their own up to the IRS limits
• 401(k) Plan:Eligible after one year of employment
• -Wakefield makes a safe harbor contribution of 3% of your compensation up to the IRS limits
• Profit Sharing Plan (Retirement Plan, this is in addition to the cash compensation above):Eligible after one year of employment
• -Wakefield makes 100% of the contributions on a discretionary basis annually
• Cash Balance Retirement Plan:Eligible after one year of employment
• -Wakefield makes 100% of contributions on an annual basis