Overview
Administrative Asst-Secretary I Jobs in Los Angeles, CA at Catholic Charities of LA
Position Title: Client Engagement and Administrative Coordinator
Work Location: Denver Tech Center (DTC), Denver, CO 80237
Work Arrangement: Onsite
Employment Type: Full-time, Hourly (Non-Exempt), Regular Employee
Reports to: Senior Managing Director
Application Deadline: March 2
ABOUT US
At American Portfolios Denver, we are committed to being a trusted partner in financial success. Located in the Denver Tech Center (DTC), we are a team of experienced professionals who value collaboration, integrity, and excellence. Our mission is to provide our clients—business owners, individuals, and families—with exceptional financial advisory services that are rooted in integrity, expertise, and personalized care. We partner closely with clients to ensure that every phase of their financial journey is aligned with their goals and values, empowering them to make informed, intentional decisions.
Our team is cohesive, collegial, fast-paced, and professional. Together, we provide our clients with an extraordinarily high level of service, reinforcing our commitment to excellence. Our guiding principles are simple: we build trusted partnerships, serve as fiduciaries, and focus on providing clarity and direction to help clients achieve financial independence and peace of mind.
POSITION OVERVIEW
As a core member of our team, the Client Engagement and Administrative Coordinator plays a crucial role in ensuring clients receive the highest level of service and support. This position blends administrative excellence with meaningful client engagement, contributing directly to our client-first approach.
You will be responsible for executing client communications, appreciation events, advisory boards, and client engagement initiatives, all while maintaining an exceptional client experience. Success in this role requires strong attention to detail, the ability to anticipate needs, and a natural ability to prioritize and re-prioritize tasks in a fast-paced environment.
By working closely with leadership and leveraging technology to enhance client interactions, you will contribute to a seamless, professional, and personalized client experience that reflects our firm’s values of integrity, trust, and excellence.
WHY JOIN US?
We are a small but mighty team that takes our work seriously—but not ourselves. Laughter is part of our culture, and we believe in bringing a positive attitude to everything we do. One of our core values is “Finding Joy in Work and Spreading Positivity,” and we’re looking for someone who thrives in this type of environment.
If you enjoy making a meaningful impact, thrive in a fast-paced, detail-driven role, and are thrilled when you get to put your sense of curiosity to work, keep reading and consider applying!
WHAT MAKES YOU A GREAT FIT
Thrive in building strong relationships, fostering trust and conveying empathy with clients and teammates alike.
Highly organized and detail-oriented, with a keen eye for accuracy in client communications and administrative tasks.
Able to prioritize and re-prioritize tasks with ease, adapting quickly in a fast-paced and often high-change environment.
Balances both people and task responsibilities, ensuring thoughtful and efficient execution.
Strong communicator and active listener, skilled at engage effectively with a variety of personalities while maintaining professionalism in all interactions.
Dedicated to a collaborative and supportive team environment, where diverse perspectives and contributions are valued.
Proficient with technology and eager to learn, continuously exploring ways to improve workflows and efficiency.
Adaptable and responsive, able to take direction, execute plans, and proactively anticipate needs.
Uphold confidentiality and integrity in all client and team interactions, respecting privacy and trust.
ESSENTIAL RESPONSIBILITIES
Administrative Support & Coordination (60%)
Provide reliable, detail-oriented administrative support, ensuring accuracy and efficiency in all client-related tasks.
Maintain and update client data in Redtail CRM, ensuring timely follow-ups and accurate records.
Process and track compliance requests, ensuring precision and timeliness.
Organize client appreciation efforts, including tracking and coordinating gifts, cards, and meaningful touchpoints.
Coordinate select scheduling and logistics for the Senior Managing Director (SMD), manage SMD calendar including travel arrangements, appointment confirmations, and continuing education (CE) tracking.
Organize and execute special events, such as holiday dinners, photoshoots, and client-facing engagements.
Support ad-hoc administrative and client engagement projects, contributing fresh ideas and ensuring smooth execution.
Client Engagement (40%)
Oversee all aspects of client appreciation events, ensuring seamless execution from planning to follow-up.
Support the development and execution of Client Advisory Boards, including scheduling, content planning, and post-event engagement.
Assist in executing client engagement strategies, utilizing technology and creative communication methods.
Maintain and update website content, blog, and digital materials to enhance client relationships and showcase thought leadership.
Collaborate with leadership and compliance to create and distribute client-centric communications (newsletters, webinars, digital events).
KNOWLEDGE, SKILLS, and ABILITIES
Education
Some college coursework completed or a degree in Business Administration, Communications, Marketing, Finance, or a related field preferred.
Professional certifications related to client engagement, administrative support, or event coordination would be a plus.
Experience
Financial Services or Professional/Advisory Services experience, with a strong focus on delivering personalized, high-quality service in a client-facing capacity.
Proven experience in event coordination, CRM management, and client communications.
Strong organizational and communication skills, with the ability to actively listen, ask thoughtful questions, and clearly articulate ideas in writing and conversation, adapting to diverse client needs.
Experience in coordinating and executing client appreciation events and initiatives, handling all logistics, planning, and follow-up to ensure a seamless and impactful experience, while supporting leadership with overall event strategy.
Strong project management skills, with a proven ability to quickly adapt, reprioritize tasks, embrace change, meet deadlines, and communicate proactively.
Familiarity with CRM systems, particularly Redtail CRM, for maintaining accurate records, tracking interactions, and ensuring timely follow-ups.
Experience using email campaign tools (e.g., MailChimp), content management systems (e.g., Twenty Over Ten), and document management tools (e.g., Adobe Acrobat, DocuSign).
PAY TRANSPARENCY STATEMENT (Colorado)
The annualized base salary range for this position is $53,000 – $85,000 USD ($25.48 – $40.86 hourly). Compensation will be determined based on factors such as relevant experience, skills, and qualifications.
In addition, this role is eligible for a comprehensive benefits package, which includes:
Medical insurance
Life and Accidental Death & Dismemberment (AD&D) insurance
Long-Term Disability (LTD) coverage
401(k) retirement plan
Paid holidays aligned with the New York Stock Exchange (NYSE) observed calendar
Discretionary Paid Time Off (PTO)
Paid sick leave in accordance with Colorado’s Healthy Families and Workplaces Act (HFWA)
Final compensation and benefits details will be provided during the offer process.
WORK AUTHORIZATION
Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. We do not provide sponsorship for H-1B or other work visas.
We are committed to providing equal employment opportunities to all individuals. If you require a reasonable accommodation during the application or interview process, please contact us.
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Title: Administrative Asst-Secretary I
Company: Catholic Charities of LA
Location: Los Angeles, CA
