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Robert Half is partnering with a boutique, relationship-driven financial services firm in Denver to hire an experienced Office Manager / Administrative Assistant. This is an excellent opportunity for a polished administrative professional who enjoys working in a small office environment and thrives in a highly collaborative, client-focused setting. This position supports the owner/founder directly and plays a critical role in day-to-day office operations, client service, scheduling, administrative coordination, and overall office management. The ideal candidate will bring prior experience from the investment advisory, wealth management, insurance, or broader financial services industry and be comfortable wearing multiple hats in a small business environment.
Job Responsibility
Manage day-to-day office operations and administrative functions
Support client communications, scheduling, and service requests
Coordinate calendars, meetings, documentation, and reporting
Assist with operational and compliance-related administrative tasks
Maintain organized records, files, and office systems
Provide high-level administrative support to ownership and leadership
Help create a professional, welcoming, and highly organized office environment
Requirements
3+ years of experience in an Office Manager, Administrative Assistant, or similar role
Prior experience within investment advisory, wealth management, insurance, or financial services
Stable work history with demonstrated tenure in prior positions
Strong organizational skills, professionalism, and attention to detail
Ability to work independently in a small office setting
Positive attitude and enthusiasm for supporting a close-knit team environment
Nice to have
Series 7 and/or Series 66 licenses
Candidates without licenses should be open to obtaining them in the future
What we offer
Competitive compensation package
Medical, dental, and health benefits
PTO and retirement plan
Additional benefits details to be provided during the interview process