Executive Assistant to CEO

Location: Denver, CO

Company: EdgeRock Wealth Management

About Us:

EdgeRock is a rapidly growing independent wealth management firm based in Denver, CO. We specialize in comprehensive investment strategies, tax planning, and delivering exceptional client service to help families and business owners achieve retirement success.

About You:

Are you a proactive, organized, and detail-oriented professional looking for a meaningful role where your contributions are valued daily? Our financial planning firm is searching for an exceptional Executive Assistant to support our CEO, Kyle O’Dell, and his family. If you're eager to take ownership of your future and thrive in a dynamic environment, we want to hear from you!

Key Qualities We Seek:

Integrity, loyalty, and confidentiality
Strong work ethic and self-motivation
Excellent communication and interpersonal skills
High standard of excellence and attention to detail
Emotional maturity and professionalism
Proactive, independent, and organized

Your Role:

As an Executive Assistant, you will play a critical role in optimizing the CEO's time at work and home. You’ll manage a wide range of tasks, from administrative support to personal errands, enabling the CEO to focus on driving the firm’s growth.

Key Responsibilities:

Provide high-level administrative support to the CEO
Draft and edit emails; manage and organize the CEO’s inbox
Oversee expense tracking in QuickBooks and ensure accuracy
Organize meetings, manage the CEO's calendar, and prioritize tasks
Coordinate the family calendar, including school, camps, sports, and travel
Work closely with the CEO's spouse on family scheduling
Arrange travel and accommodations for the CEO and family
Process payroll and commissions for the entire office
Transition office systems from third-party QuickBooks to AI-driven solutions
Maintain confidentiality and exercise sound judgment in all tasks
Run personal errands and manage company car maintenance
Assist with personal health insurance and benefits management

Minimum Requirements:

Advanced proficiency in Microsoft Office
Excellent time management and organizational skills
Strong written and verbal communication skills
Ability to handle confidential information with discretion
Ability to multi-task effectively and work with a sense of urgency

What We Offer:

Health, Dental, and Vision Insurance
Paid Vacation Time
401(k) Retirement Plan

If you are a motivated professional who thrives in a fast-paced environment and is passionate about making an impact, apply today to join our team at EdgeRock!

EdgeRock Wealth Management

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Executive Assistant to CEO