Executive Assistant, Wealth Management Firm, Fort Collins, CO Area

A confidential, client-focused financial services firm is seeking an experienced Executive Administrative Assistant to support senior leadership within a high-touch wealth management practice. This role is ideal for a detail-oriented, service-driven professional who thrives in a fast-paced, client-facing environment and takes pride in delivering an exceptional client experience. The Executive Administrative Assistant will serve as a key partner to leadership, helping to manage day-to-day operations, support client relationships, and ensure seamless coordination across administrative, operational, and client service functions. The role requires five days in office.About the RoleProvide comprehensive administrative and operational support to senior leadership within a wealth management practiceManage complex calendars, schedule client meetings, and coordinate day-to-day prioritiesServe as a primary point of contact for clients, ensuring a high-touch, responsive, and professional experiencePrepare and process client paperwork, financial transactions, and account documentation with accuracy and attention to detailCoordinate communication between advisors, clients, and financial institutionsAssist in preparing client presentations, reports, and meeting materials including charts, graphs, and financial illustrationsMaintain accurate client records, documentation, and CRM systems in accordance with compliance standardsSupport marketing initiatives including client events, seminars, and digital communicationsAssist with inbound calls, inquiries, and appointment coordination while maintaining a polished and professional demeanorTrack follow-ups, client requests, and action items to ensure timely execution and strong client relationshipsPartner closely with leadership to support business planning, workflow management, and operational efficiencyEnsure adherence to regulatory and compliance requirements within the practiceSupport general office operations and administrative tasks as neededAbout You3-7+ years of experience supporting financial advisors, registered representatives, or senior leadership in a financial services or banking environmentBachelor's degree preferred (Finance, Business, Communications, or related field)Strong client service orientation with a "high touch" approach and a genuine interest in building relationshipsExceptionally organized with strong attention to detail and ability to manage multiple prioritiesExcellent written and verbal communication skills with a polished, professional demeanorHigh level of integrity, discretion, and professionalism when handling confidential informationProactive, self-motivated, and able to work both independently and collaborativelyComfortable working in a fast-paced environment with evolving prioritiesStrong technical proficiency including Microsoft Office and CRM systemsExperience with broker/dealer platforms or financial services systems is a plusCompetitive base salary with bonus eligibility, plus a comprehensive benefits package.