This position will be based in our Denver office.
Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.
Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.
Your Experience
A candidate who is a good fit for this role is bright, organized, highly energetic and creative; someone who makes a very positive impression on everyone who calls or comes in the door. Matter will seriously consider thoughtful applications that clearly demonstrate that you are:
- Instinctively service focused; cheerfully assisting clients, vendors, and employees whether in person or on the phone
- An exceptional communicator with writing, organization, and teamwork skills
- Poised, personable and engaging; a natural conversationalist
- Energetic and proactive; able to think and work autonomously, but not tentative about asking for help when needed
- Proficient with Microsoft Office; comfortable with learning and developing proficiency with other office software such as CRM and document management applications
- A strong academic performer; 4-year college degree preferred
A successful Administrative Assistant will exemplify the following behaviors:
- You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences.
- You Communicate to Connect: You have the courage, confidence, and skill to communicate internally and externally regardless of the audience.
- You Collaborate with Purpose: You invite others’ opinions into your decision-making processes and you commit to the team approach, balancing the value you can add with others’ contributions.
- You Prioritize to GSD (Get Stuff Done): You work well under pressure, can balance different projects and demands at the same time, and are adept at managing deadlines, “managing up,” and working with others to prioritize the most urgent and important actions to complete.
- You Are All In: You demonstrate, in words and actions, enthusiasm and passion for Matter’s defining purpose, values, and the vision we share.
- You’re Proactive: You like to identify what needs to be done and do it thoughtfully and creatively before being asked or before the situation requires it.
- You Focus on Quality: You set high quality standards and strive for continuous improvement and quality assurance. You follow up to ensure that deliverables, agreements and commitments are fulfilled and have met expectations.
- You Apply Organization Sensitivity: You are aware of how your actions, decisions and choices impact parts of the organization. You practice systemic thinking and understand how policies, practices, trends, technology and information will affect not only you, but others in the organization
Your Responsibilities
Matter is reshaping the way families manage their wealth, and we are looking for a team member to support our industry leadership through a variety of tasks across administrative, receptionist, communications and office management functions. The role has opportunity for growth to take on additional responsibility within various areas of our firm. Depending on the skills of the candidate, the following activities could be considered within the scope of the role:
- Guest greeting and communication – responsible for greeting all clients, vendors and other guests to our office, and associated receptionist duties. Primary management of phones, including all incoming calls.
- Administrative – coordination of all mail, delivery, overnight and courier activities, and management of office supply inventory.
- Communications – management of data entry into CRM (Client Relationship Management) system.
- General – support for a variety of other activities (client meeting materials preparation and distribution, scheduling meetings, company wide meeting organization, travel logistics and planning, expense management, kitchen maintenance, and other duties as requested).
The Benefits
- Competitive Salary and Annual Performance Based Bonus
- Flexible 401(k) retirement benefits with employer matching
- Technology reimbursement plan
- Opportunity for advancement based on performance, personal growth, and cultural fit
- Work with a team-oriented culture that supports continuing education and career growth
- Strong support for volunteer, community and/or industry involvement
Contact
You can apply directly to Denver here.
Please email careers@matterfamilyoffice.com with any questions.
Please note that we do not sponsor applicants for work visas.