Wealth Management Specialist jobs in Loveland, CO

Administrative Assistant

Location: Fort Collins, Colorado

About Trail Ridge Wealth Management

Trail Ridge Wealth Management, Inc. provides wealth management services to high-net-worth individuals and families and charitable organizations. Services are provided through two wholly-owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA) is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC) is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming.

Why Work at Trail Ridge Wealth Management?

Trail Ridge Wealth Management’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.

Core Functions

Client Service

• Answer and route office phone calls and emails.
• Respond to client communications and requests promptly and professionally, as directed.
• Refer requests to appropriate colleagues, as needed.

Account Administration Assistance

• Support all aspects of our business.
• Populate and process documentation for account opening, investments, money movement, asset transfers, and other account maintenance.
• Interact with third party service providers, such as asset custodians and reporting providers.
• Work with team members to prioritize and execute on client-related tasks and requests.
• Schedule meetings with clients and centers of influence, as directed.
• Maintain client confidentiality and assist in identifying potentially fraudulent activity.
• Schedule and pay bills on behalf of clients, as instructed.

Record Keeping

• Maintain files, databases, and archives of relevant records.
• Process mail: Retrieve, scan, label, save according to our policies and procedures.
• Create and maintain spreadsheets for certain aspects of the position, including bill paying, storage of unique assets, etc.

Office Management

• Manage office supply inventory and office equipment.

General

• Comply with TRWM’s service standards.
• Comply with company policies and procedures and applicable laws and regulations.
• Use workflow and business process management systems to provide transparency and accountability regarding task progress and completion.
• All functions are expected to be completed accurately, thoroughly, and according to the timeframes prescribed in TRWM’s service standards. If no standard is prescribed, functions should be completed in a timely manner that is appropriate to the circumstances.
• Communicate early and often regarding workload, time management, and ability to complete tasks in a timely manner.

Trail Ridge Values

Accountability. I take ownership for decisions and results within the scope of my role.

Initiative. I identify what needs to be done and take appropriate action without needing to be asked.

Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.

Collaboration. I work in partnership with others to accomplish goals and tasks.

Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations.

Learning Orientation. I focus on developing personal knowledge, skills, and abilities to continuously improve.

Qualifications

• High school diploma required.
• 2 years of experience in the financial services industry or legal profession preferred.
• Superior organizational, time management, and written/oral communication skills.
• Process-driven and proactive with excellent problem solving and analytical skills.
• Excellent attention to detail and superior ability to focus.
• Ability to manage multiple tasks, systems, and processes while meeting deadlines.
• Experience with Microsoft Office, particularly Excel and Word, required.
• Familiarity with Google Workspace and DocuSign preferred.

Benefits

• Colorado paid sick leave
• Paid Time Off
• 401K and 401K Matching

Hours: Starting at 20 hours per week. This could grow to a full time position for the right candidate.

Compensation: $18-26 hourly, depending on experience and qualifications

Job Type: Part-time

Pay: $18.00 - $26.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Schedule:

• Day shift
• Monday to Friday
• No nights
• No weekends

Ability to Relocate:

• Fort Collins, CO 80525: Relocate before starting work (Required)

Work Location: In person