Strategic Executive Assistant to MDs - Wealth Management

Talentify; Denver (CO); On-site; USD 65,000 - 90,000; Full time

Job summary

Talentify in Denver seeks an Executive Assistant to support the Asset & Wealth Management team. You will manage calendars, coordinate meetings, travel, and events, and prepare communications for senior leaders.

The role requires five years of administrative experience, discretion, and excellent Microsoft Office skills. This is a full-time in-office position in a fast-paced, results-driven environment.

Qualifications

• Five+ years of administrative experience.
• Advanced ability to organize.
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management.
• Strong interpersonal, written, and oral communication skills.
• Strong proficiency in Microsoft Office; excellent telephone etiquette and ability to manage competing priorities (calendar management).

Responsibilities

• Maintain complex and detailed calendars.
• Screen incoming calls and determine priority.
• Coordinate internal and external meetings.
• Arrange and coordinate complicated domestic travel.
• Organize events including catering and transportation.
• Process invoices and T&E expense claims for team members.
• Assist with staff onboarding and offboarding, including equipment setup and system access.
• Produce high-quality emails and messages to individuals at all levels.
• Maintain department documents and organizational charts.
• Proactively handle routine activities and advise of issues or delays.
• Assist in editing spreadsheets and presentations for client meetings.

Skills

Administrative experience

Calendar management

Discretion and judgment

Communication skills

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

Job description

Talentify in Denver seeks an Executive Assistant to support the Asset & Wealth Management team. You will manage calendars, coordinate meetings, travel, and events, and prepare communications for senior leaders.

The role requires five years of administrative experience, discretion, and excellent Microsoft Office skills. This is a full-time in-office position in a fast-paced, results-driven environment.