Chief Executive Administrative Assistant

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment.

Your future starts now.

As Chief Executive Administrative Assistant, you will provide comprehensive administrative support for a C-level executive. This position requires consistent application of independent judgment utilizing exceptional organization skills, attention to detail, initiative, and relationship management. This position serves as a liaison to the senior executive regarding company programs, policies, procedures and assigned functions of the senior executive’s business segment.

This is a hybrid position with 3-days per week in our Greenwood Village, CO headquarters.

• Provide direct administrative support to executives at a senior level to enable the executive’s achievement of duties and ensure the executive’s assigned function or business segment operates efficiently and smoothly

• Serve as first point of contact between function or business segment and external entities, prioritize inquiries and ensure information is disseminated to appropriate staff members for resolution or response

• Draft communications to a variety of audiences on behalf of the executive via various communication formats

• Work closely with executive to understand scheduling and issue priorities and ensure maximization of executive’s schedule and time

• Make all travel arrangements, including completion of travel preauthorization form, travel expense claims, and reconciliation for all members of the executives organization

• Coordinate and schedule meetings, coordinating meeting logistics and any staff support

• Associate degree or equivalent work experience

• 8+ years’ experience in an administrative support function supporting VP level or above

• Very high proficiency in Microsoft Office Suite including PowerPoint, Word, Excel, Outlook, and Teams

• High level of interpersonal skills and professionalism to be able to interact with all levels of executives, both internally and externally, as well as Board members

• Ability to interpret and administer policies and procedures sufficient to administer, discuss, resolve and explain them to others

• Ability to perform responsible and difficult administrative support duties involving the use of independent judgment and personal initiative and resourcefulness

• Experience in researching, compiling, analyzing and interpreting data

• Ability to plan and organize work to meet changing deadlines and priorities

• Analytical decision maker who is action oriented, diplomatic and persuasive

• Ability to adapt to ambiguity and manage conflicting priorities in a fast-paced environment

*** Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks…