Administrative Associate

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!
• A focus on supporting our employees’ mental, physical, and financial well‑being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two‑time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full‑time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to Linked In Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250 per year

• Hybrid:
  Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two‑week pay period.

The wealth management Administrative Associate supports Financial Advisors (LPL Financial Registered Representatives) to increase productivity, ensure smooth operations, and enhance client satisfaction. They handle routine client requests, research information pertaining to securities transaction requests, assist with account maintenance, and provide administrative support.

• Supports the production of Financial Advisors by setting appointments, answering customers questions as well as performing tasks of a clerical and/or administrative nature, including but not limited to, handling new account paperwork, entering customer information into a form or database, and maintaining an FINRA compliant filing system
• Provides the customer with specific product information, research information or any other such information pertaining to securities transactions in which the customer wishes to perform, or is considering performing, through LPL Financial
• Advises customers as to the status of orders or reports trade prices to customers
• Handles customer funds and securities, including electronic fund transfers or journals from a customer’s self‑advisory account

VP Wealth Management

This role does not have supervisory responsibility.

• High School Diploma or equivalent
• Ability to speak and present information clearly, concisely, and effectively to both customers and key stakeholders.
• Outstanding interpersonal, communication, and customer service skills
• Comfortable managing sensitive or confidential information
• Strong organization skills and the ability to manage multiple processes and priorities and deliver assignments on time in a dynamic environment
• Practices high quality service standards in all interactions with customers, prospective customers and personnel in other departments within the credit union
• Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA)

• Advanced degree in related field
• Two years’ experience in the financial industry

Elevations uses multi‑factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

• Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force…