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Office Administrator

Company: Prime Capital Investment Advisors
Location: Denver
Posted on: February 24, 2021

Job Description:

We are seeking a motivated Office Administrator--to join our rapidly growing wealth management practice in our Denver, CO Market. Prime Capital Investment Advisors is a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life's ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the great Denver team!Objectives: The Office Administrator plays an important role in serving our clients and successfully operating our market locations under the direction of the Managing Director. Office Administrators work independently to organize and manage a wide range of administrative and client support activities. We are looking for associates who have a desire to be the very best and to provide the highest level of service excellence.Our Standards: Our overall standard is "service excellence." Our goal is to provide the very best experience in service to our clients and advisors. As such, our Our Office Administrators must display:* Professional Expertise* An ability to quickly form and maintain a positive, productive relationship with advisors and their clients* Strong technology skills* An ability to learn the financial services industry and understand the objectives for the position* Tremendous written and oral communication skills* Ability to adapt quickly and positively to change in the financial services industry * Superior attention to detail and follow through; accuracy is extremely important* Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively* Team player and collaborator* High standard of professionalism, ethics, confidentiality, and integrity* Willingness to be proactive There are several key areas where Office Administrators must demonstrate professional proficiency:* Financial industry terminology and account types* Salesfore data entry and management* Docusign technologies* Detailed and accurate data entry and account processing* Policy and procedures* Google Suite and calendar management* Client service* Client Engagement programEducation/Experience* High school Diploma required* Bachelor's Degree preferred or equivalent financial services industry experience* Series 65 preferred* Financial Services Industry experience preferred* Google Suite, Salesforce, Microsoft Suite, Adobe skills required* Successful completion of industry standard background screening requiredBenefits:* Health, Dental, Vision, Group Life & Disability, HSA* 401(k)* Healthjoy* Generous PTO* 12 Paid Holidays* EAP* Voluntary Group Life and AD&D, Aflac, and Nationwide Pet Insurance

Keywords: Prime Capital Investment Advisors, Denver , Office Administrator, Administration, Clerical , Denver, Colorado

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