Overview
Licensed Administrative Assistant Jobs in Denver, CO at LOTUS Financial Partners
Job Title: Licensed Administrative Assistant for a Financial Advisor
Location: Denver, CO
Company: LOTUS Financial Partners
About Us: LOTUS Financial Partners is a woman-owned financial planning firm with three offices in the Denver Metro area. We are committed to helping our clients live more secure, free, and meaningful lives through Advice-Based Financial Planning. We offer independent and objective advice, along with full investment and insurance implementation based on our clients’ unique needs. We strive to live our core values in our work with our clients and in how we interact and support one another as a team. https://www.lotusfinancialpartners.com/
Job Type: Full-time
Job Description: We are seeking a full-time Licensed Administrative Assistants to support our rapidly growing team in our Southeast Denver office. Team fit and values alignment are our first priorities.
You may be our ideal team member if you…
- Want to work in a close, team-oriented environment.
- Are detail-oriented and aren’t afraid to take initiative.
- Are open to feedback and eager to learn and grow personally and professionally.
- Want to do work that makes a meaningful impact on your organization and the lives of others.
- Share our core values of Clarity, Partnership, Action, and Abundance.
Responsibilities:
- Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing for meetings.
- Assist advisors with completing necessary tasks and paperwork to support the financial planning process and client service.
- Prepare and process financial documents, such as account applications and transfer forms.
- Handle client inquiries and service requests efficiently and professionally.
- Manage incoming and outgoing communications and maintain client records in the CRM system.
- Coordinate and organize special client events and meetings.
- Ensure the office maintains a professional appearance and is welcoming to clients and visitors.
- Ensure compliance with industry regulations and company policies.
Essential Skills and Qualifications:
- High school diploma or equivalent.
- Strong written and verbal communication skills, in-person and over the phone.
- High level of service orientation toward team and clients.
- Excellent organizational and time management skills.
- Strong attention to detail and accuracy, and ability to handle confidential information with discretion.
- Ability to work independently and as part of a team, and willingness to learn new technologies and processes.
- Must pass a background check, credit check, and be willing to undergo fingerprinting as per regulatory requirements.
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Interest to grow into a Servicing Advisor
- Previous CRM database management experience (ACT, Salesforce, Redtail, etc.).
Education and Experience:
- Associate or bachelor’s degree.
- FINRA Series 6 & 65 or 7 & 66 licenses required.
- Life, health, and long-term care insurance licenses preferred.
- Previous experience in a financial services environment.
Benefits:
- Competitive compensation: $60,000- 69,000 plus bonus.
- Paid holidays and 10 days of flexible paid time off.
- Health, life, disability, and vision insurance available.
- Simple IRA with company match after two years of employment.
- Professional training and development opportunities.
Why Join Us? At LOTUS Financial Partners, we believe in fostering a supportive and inclusive work environment. We value teamwork, integrity, and continuous learning. Join us to make a meaningful impact on our clients’ lives and grow your career in a dynamic and rewarding field.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor and LOTUS Financial Partners are not affiliated.
Pay: $60,000.00 – $69,000.00 per year
Benefits:
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
License/Certification:
- Series 7 (Preferred)
Ability to Commute:
- Denver, CO 80237 (Required)
Work Location: In person
Title: Licensed Administrative Assistant
Company: LOTUS Financial Partners
Location: Denver, CO
