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Wakefield Asset Management Corporation · Denver, Colorado
Office Administrator
Denver Tech Center, CO (In Person)
Company: Wakefield Asset Management Corporation
Employment Type: Full-Time (Non-Exempt)
Start Date: November 2026
Position Summary
Wakefield Asset Management is a boutique Registered Investment Advisor firm located in the Denver Tech Center. We provide wealth management services and separate account management to individual and institutional investors. We pride ourselves on providing exemplary service to our clients.
We are seeking a friendly, polished, organized, and professional
Office Administrator
to serve as the first point of contact for our clients, guests, and team members while also supporting the day-to-day operations of the office. This role is ideal for someone who enjoys creating a welcoming office environment, staying highly organized, supporting executives and internal team members, and helping ensure clients receive an exceptional level of service.
Position
Greet clients, visitors, and vendors in a warm, professional, and service-oriented manner.
Answer phone calls, emails, and general inquiries promptly and professionally.
Manage the common areas to ensure the office is clean, organized, and presentable.
Coordinate guests’, clients’, and visitors’ needs while putting the client’s experience first.
Maintain accurate records of service requests, client needs, and follow-up items.
Administrative
Schedule meetings, conference rooms, client appointments, travel, and company activities.
Handle calls and communications from both internal and external sources.
Prepare correspondence, including letters, memos, forms, emails, policies, procedures, and other documents.
Prepare meeting materials, client packets, forms, presentations, and other business documents.
Support internal team members with administrative projects and daily office tasks.
Handle confidential information with discretion, professionalism, and sound judgment.
Maintain CRM contact information, department activity, marketing activity, and records of business development or client engagement efforts.
Office Operations
Assist with mail, deliveries, shipping, office supply inventory, and vendor coordination.
Maintain client and office records with accuracy and confidentiality.
Support office organization, filing systems, databases, and internal processes.
Help create a positive, professional, and service-focused office experience for clients and employees.
Prior experience in office coordination, reception, executive assistance, administrative support, client service, marketing support, or a professional office environment preferred.
Experience in financial services, wealth management, investment management, or another professional services environment is helpful.
Exceptional written and verbal communication skills, including strong grammar, spelling, and proofreading abilities.
Professional, polished, client-service oriented, and comfortable interacting with individuals at all levels inside and outside the company.
Highly organized with strong attention to detail and the ability to establish priorities and meet deadlines.
Ability to manage multiple competing tasks in a fast-paced environment.
High level of discretion, poise, tact, and diplomacy when handling sensitive and confidential information.
Proficient with Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Experience with CRM systems, contact databases, presentation software, website platforms, LinkedIn, Canva, or similar marketing/design tools is a plus.
Reliable, proactive, flexible, and willing to help wherever needed.
Compensation
Paid Holidays and PTO
401(k) Plan:
Eligible after one year of employment
Profit Sharing Plan (Retirement Plan, this is in addition to the cash compensation above):
Eligible after one year of employment
Cash Balance Retirement Plan:
Eligible after one year of employment
Details
| Company | Wakefield Asset Management Corporation |
| Location | Denver, Colorado |
| Type | FULL TIME |
| Niche | General and keyboard clerks |