About this opportunity
Matter Family Office lists this Veteran Service Assistant (Night Shift) opportunity in denver, Colorado. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. The Client Service Specialist handles the operational and administrative work that keeps Matters client service team and the broader firm running smoothly. The work ranges from data entry and document management to more independent audit responsibilities, along with collaborative entity management, and the role is expected to grow over time. Youll keep client records, documents, and access permissions accurate and organized for Matter families and our teams.
Enter initial client profiles in the CRM, manage updates, and maintain team assignments
Perform periodic CRM data audits and pull reports as requested
Grant client access in the document management system and organize documents into the correct folder structure
Retain, organize, and file documents, and train new team members on the document management system
Serve as one of the firms remote notaries
Manage check deposits
Assist client service team members with organizing and processing documents for electronic execution
2–4 years of administrative or financial services experience
~ Experience with CRM systems and cloud document platforms
~ Strong attention to detail and comfort with data entry, audits, and recurring deadlines
~ Discretion with sensitive and confidential client information
~ Bachelors degree preferred
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.