Client Services Admin Wealth Management – In-Office
Job in
Durango, La Plata County, Colorado, 81302, USA
Listed on 2026-01-19
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-01-19
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A leading investment advisory firm based in Durango, CO, is seeking a detail-driven Office Administrator to support daily operations. This role involves managing client communications, account administration, and supporting the advisor to ensure a high-quality client experience. The ideal candidate will have experience in financial services, strong attention to detail, and proficiency in Microsoft Office, along with a commitment to providing excellent client service and maintaining confidentiality.
Join a small, family-run firm that values growth and offers comprehensive benefits.
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