Office Administrator and Receptionist

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

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 skills
• Able 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
• All other duties as assigned

Check us out!

• Website: https://altitudeplanninggroup.com/