Office Administrator

Denver Wealth Management, Inc.•Greenwood Village, CO

10d•$45,000 - $60,000•Onsite

About The Position

Denver Wealth Management (DWM) is seeking a highly organized, proactive, and service-oriented Office Manager to oversee the daily administrative operations of our firm while helping deliver an exceptional experience for our clients and employees. This role serves as the administrative hub of the office, supporting firm leadership, advisors, employees, and clients through outstanding organization, communication, and execution. The Office Manager is responsible for ensuring the office operates efficiently, coordinating client and advisor schedules, managing administrative processes, assisting with marketing initiatives, supporting Human Resources functions, and organizing firm events and projects. The ideal candidate enjoys wearing many hats, thrives in a fast-paced professional environment, and takes pride in creating an organized, welcoming, and efficient workplace. This position requires excellent judgment, attention to detail, professionalism, discretion, and a genuine passion for helping others. This position is performed on-site at our Denver Tech Center office.

Requirements

Minimum of 3 years of experience in office management, executive administration, administrative management, or a similar role.
Excellent verbal and written communication skills.
Exceptional organizational and time management abilities.
Strong attention to detail and follow-through.
Demonstrated ability to prioritize multiple responsibilities in a fast-paced environment.
Professional, polished, and client-focused demeanor.
Strong problem-solving skills with the ability to work independently.
Ability to maintain confidentiality and exercise sound judgment.
Proficiency in Zoom, Microsoft Office Suite, including Outlook, Word, Excel, and Teams.

Nice To Haves

Financial services or professional services experience preferred.
Enjoys creating organization and improving processes.
Builds positive relationships with clients and coworkers.
Thrives in a collaborative team environment.
Communicates with professionalism, warmth, and confidence.
Maintains composure while balancing multiple priorities.
Demonstrates flexibility and a positive, “can-do” attitude.
Takes pride in representing Denver Wealth Management with integrity and professionalism.

Responsibilities

Manage the day-to-day administrative operations of the office.
Serve as the first point of contact for clients, visitors, and vendors while delivering exceptional customer service.
Answer incoming phone calls and manage general office communications.
Receive and distribute incoming mail, deliveries, and packages.
Maintain conference rooms, reception areas, kitchen, and common spaces to ensure a professional office environment.
Coordinate office maintenance, repairs, cleaning services, and building management requests.
Manage office supplies, equipment, furniture, and vendor relationships.
Develop and improve administrative procedures to increase efficiency and organization.
Maintain office policies and administrative documentation.
Serve as the primary resource for advisor and client scheduling and coordinate through multiple advisor calendars.
Assist with annual client review scheduling and outreach initiatives.
Help ensure a consistent, high-quality client experience from first contact through meeting completion.
Support advisors with administrative requests and scheduling priorities.
Coordinate firm marketing projects from planning through completion.
Publish website blogs and marketing content.
Coordinate newsletters, client communications, announcements, and email campaigns.
Assist with website updates and social media coordination.
Coordinate client appreciation events and firm functions
Coordinate executive calendars, meetings, and travel arrangements.
Manage special projects and administrative initiatives.
Prioritize multiple assignments while maintaining accuracy and professionalism.