Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or willingness to obtain an insurance license, strong communication and interpersonal skills, self-motivated with CRM/computer skills, ability to work independently and manage time.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication, interpersonal and time-management skills; self-motivated and results-driven; basic CRM/computer skills.
Bridge: Insurance billing and credentialing platform for virtual care
6+ YOE6+ years in client success/support/partner operations with experience building or maturing support functions, strong communication, organization, data analysis, and process-design skills.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Providing professional client service and coordination in a veterinary hospital, promoting services, managing client/pet flow, and ensuring clear communication to support hospital productivity and client retention.
Volunteers of America Northern Rockies: Provides human services including mental health, addiction, and housing support.
Provide administrative and clinical front-desk support, schedule clients, process payments, manage intake/discharge paperwork, and maintain relationships with referral sources.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Providing client-facing support in a veterinary hospital: managing client and pet flow, educating clients about wellness plans and pet health, handling documentation, scheduling, retail sales, and basic financial transactions.
Corner Alliance: Provides management consulting and technology strategy for federal agencies.
2+ YOEBachelor's degree; 2-4 years project/program support; strong organization; SharePoint; clear communications; senior client support; US citizenship or permanent residency with ability to pass public trust.
J.P. Morgan Wealth Management - Private Client Investment Associate - Louisville, CO
Louisville or Boulder
$27-$37/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Supports advisors with account opening, money movement, investment trades, client relationship management, and risk/compliance tasks. Requires Series 7 (or obtained within 60 days), SIE if registered after 10/01/2018, Series 66 (or 63/65) and Life & Health Insurance license within 60 days.
Part Time Branch Office Administrator - Loveland, CO
Loveland, Colorado, United States
OnsitePart Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, deliver exceptional client service, and use tools like MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication.
Qureos: AI-powered recruitment platform automating candidate sourcing and screening.
Provide remote administrative support: calendar management, client communication, document preparation, data entry, CRM and project-tracking; proficiency with Microsoft Office and Google Workspace.
Microsoft Office Suite, Google Workspace, Asana, Trello, CRM