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Assistant Ria Firm Jobs in Colorado (NOW HIRING)

Mercer Advisors

Executive Assistant

Denver, CO

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Executive Assistant is a strategic, highly organized, and proactive professional who provides ...

Mercer Advisors

Senior Research Manager

Denver, CO · On-site +1

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Contribute to capital markets research and assist in the development of educational content for ...

Mercer Advisors

Tax Operations Specialist

Denver, CO · On-site

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Comfortable using various reports to assist with tracking workflow and monitoring data integrity.

Curi Capital

Tax Associate

Denver, CO · On-site

$85K - $100K/yr

... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... gifts * Assist with tax compliance and strategic planning engagements for high-net-worth ...

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Assistant Ria Firm information

What is the difference between Assistant Ria Firm vs Financial Advisor Assistant?

AspectAssistant Ria FirmFinancial Advisor Assistant
CredentialsTypically requires a FINRA Series 7 or 66 license, relevant financial certificationsOften requires similar licenses, with emphasis on client service and administrative skills
Work EnvironmentLocated within RIA firms, supporting financial advisors in investment managementWorks in financial advisory firms, assisting advisors with client interactions and administrative tasks
Industry UsageCommonly used in registered investment advisory firmsWidely used across financial planning and advisory firms

Both roles support financial professionals, often requiring similar licenses and working in similar environments. The main difference lies in the specific firm type—RIA firms versus broader financial advisory firms—though the responsibilities and credentials overlap significantly.

What are the key skills and qualifications needed to thrive as an Assistant at an RIA (Registered Investment Advisor) firm, and why are they important?

To thrive as an Assistant at an RIA firm, you need strong organizational skills, attention to detail, and a foundational understanding of financial services, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and compliance platforms is typically required, and certifications like the Series 65 can be advantageous. Excellent communication, discretion, and client service orientation help you stand out in this client-facing, confidential environment. These skills and qualities ensure accurate administrative support, regulatory compliance, and a positive client experience, all of which are vital for a successful advisory practice.

What are some common challenges faced by an Assistant at a Registered Investment Advisor (RIA) firm, and how can they be addressed?

Assistants at RIA firms often manage multiple tasks simultaneously, from client communications to scheduling and document processing, which can make prioritization a challenge. Staying organized and proactive in communication is key to handling urgent requests and supporting advisors efficiently. Additionally, assistants must become familiar with industry regulations and firm-specific processes to ensure compliance and accuracy in client interactions. Building strong relationships with both the advisory team and clients helps facilitate smooth operations and contributes to a positive work environment.

What are Assistant RIA Firm roles?

Assistant RIA Firm roles typically involve providing administrative and operational support within a Registered Investment Advisor (RIA) firm. Responsibilities can include assisting financial advisors with client communications, preparing reports, managing schedules, processing paperwork, and maintaining compliance records. These assistants help ensure that the firm runs smoothly, allowing advisors to focus on client service and investment management. Strong organizational skills, attention to detail, and knowledge of financial industry regulations are valuable for success in this role.
What are the most commonly searched types of Ria Firm jobs in Colorado? The most popular types of Ria Firm jobs in Colorado are:
What are popular job titles related to Assistant Ria Firm jobs in Colorado? For Assistant Ria Firm jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Assistant Ria Firm jobs in Colorado look for? The top searched job categories for Assistant Ria Firm jobs in Colorado are:
What cities in Colorado are hiring for Assistant Ria Firm jobs? Cities in Colorado with the most Assistant Ria Firm job openings:
Assistant Ria Firm jobs near you
Infographic showing various Assistant Ria Firm job openings in Colorado as of June 2026, with employment types broken down into 62% Full Time, and 38% Part Time. Highlights an 100% In-person job distribution.
Executive Assistant

Executive Assistant

Mercer Advisors

Denver, CO

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub. The Executive Assistant exercises sound judgment, maintains strict confidentiality, and operates with a high degree of autonomy in a dynamic environment.

Essential Job Functions for this role include:

  • Provide comprehensive, high-level administrative support to multiple executives and senior leaders
  • Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements
  • Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication
  • Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate
  • Maintain accuracy and integrity of internal systems, records, reports, and executive documentation
  • Manage sensitive and confidential information with the highest level of discretion
  • Screen, prioritize, and respond to incoming meeting requests on behalf of executives
  • Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making
  • Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items
  • Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives
  • Uphold and enhance office procedures, processes, and best practices to improve efficiency
  • Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders

Knowledge, Skills, and Abilities:

  • 3–5+ years of experience in an Executive Assistant or senior administrative support role, preferably supporting C-suite or senior leadership
  • Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism
  • Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities
  • Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization
  • Excellent written and verbal communication skills
  • Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment
  • Experience managing complex calendars, travel, and logistics for senior executives
  • Demonstrated experience planning and executing corporate and executive-level events
  • Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
  • Proven discretion and integrity in handling sensitive and confidential information
  • Ability to work independently, take initiative, and collaborate effectively across teams
  • High school diploma required; associate's or bachelor's degree preferred
  • Highly organized and detail-oriented

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$70,000—$90,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection