Benefits:

401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Paid time off

Job Overview:

We are seeking a detail-oriented and highly organized Administrative Assistant/Receptionist to join our team. The ideal candidate will be responsible for managing the front desk, coordinating client and team calendars, providing administrative support, and ensuring smooth daily operations within the office.

This is the right job for you if….

You are someone rooted in the south metro community, find purpose in helping others, and seek out meaningful ways to serve. You’re energized by connecting with clients—making sure they feel seen, heard, and truly valued. Whether it is in offering a warm welcome at the front desk or supporting the team behind the scenes, you take pride in creating a space where people feel important and cared for.

Responsibilities:

· Greet and welcome visitors in a professional and friendly manner.

· Answer and direct incoming phone calls.

· Manage the scheduling and coordination of client meetings and appointments.

· Prepare and maintain conference spaces for client meetings.

· Assist with data entry, filing, and maintaining office records in the team CRM.

· Order office supplies, manage correspondence and coordinate office maintenance.

· Assist with branch event planning such as client appreciation events.

· Perform administrative and customer support tasks.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and who want to contribute.

Requirements:

· 2+ years of experience as an administrative assistant, receptionist, or a similar role.

· 2+ years of experience working with an office CRM.

Preferences:

· Experience in the financial services industry.

· Knowledge of office management systems and procedures.

· Familiarity with CRM software.

· Excellent verbal and written communication skills.

· Strong organizational and multitasking abilities.

· Detail-oriented and able to prioritize tasks effectively.

· Ability to work independently and as part of a team.

Pay Range:

$45,000 - $55,000 Annually

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, our employee package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, and more.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA/SIPC.