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!
