Office Administrator

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

It is time to explore new challenges in your career. Altitude Planning Group is an independent, privately-owned financial services company in Denver, Colorado. We are looking to add a full-time Office Administrator to our team.

Our Investments in You:

• Paid Time Off
• Sick Time
• Paid Holidays

The Expertise We’re Looking For:

• High School degree or GED Equivalent (Required)
• Associate’s degree or Higher (Preferred)
• Prior Administrative Experience (Preferred)
• Prior Service Industry Experience (Preferred)
• Proficiency with Google or Microsoft Suite (Preferred)

Key Traits of a Successful Office Administrator:

• Able to communicate verbally and in writing
• Able to learn and adapt to changes
• Able to bring a positive, friendly, and pleasant attitude
• Able to build and maintain client relationships
• Able to maintain strong organizational skillsAble to effectively manage time and tasks
• Able to be proactive, problem-solve, and exercise independent judgement

What You Will Be Responsible For:

• Set and confirm calendar appointments
• Greet consumers on the phone and in person with a warm and welcoming approach
• Answer incoming calls and transfer all calls to the 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
• Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
• Assemble meeting preparation documents pertaining to the client/prospect
• Collect all vital information for all paperwork
• Enter client information into the CRM system
• Updating client account portals quarterly with necessary documents
• Participate in client relation efforts as needed
• Sending out birthday and anniversary recognition for clients
• Assist in completing new account paperwork and annuity and life insurance applications
• Process new business applications with detail and accuracy and submit to appropriate carriers
• Obtain necessary documents and signatures from clients for carrier approval
• Track application process and new account set up
• Perform other clerical duties such as filing, photocopying, collating, faxing etc.
• Maintain and organize office files and documentation