Office Specialist & Operations Coordinator

Job Title: Office Specialist & Operations Coordinator
Location: Denver, CO (Cherry Creek North, in-person)
Employment Type: Full-Time

Compensation & Benefits

• Salary: $55,000 - $75,000
• Comprehensive benefits package including health and dental insurance (some employee contributions may apply).
• 401(k) with employer 3% safe harbor match.
• Flexible vacation policy.

About the Company

Class VI Partners, are a Denver-based investment banking, consulting, and financial services firm, deeply committed to guiding entrepreneurs through business optimization, transaction preparation, and successful exits. Their expertise spans M&A advisory, capital raising, proactive financial planning, and legacy management. With a focus on middle-market businesses, they are dedicated to ensuring our clients maximize the value of their businesses.
 

What You Can Expect From Us

Joining our team means being part of a thriving organization that profoundly impacts the lives of entrepreneurs and, by extension, their communities. Here’s what you can expect when you become part of our family:

• Impactful Work: An opportunity to make a significant impact and be highly valued for your contributions to our success.

• Supportive Team: Work alongside a team of smart, caring professionals who truly live our core values of Hustle, Humility, and Relationships. Our team exhibits genuine care, availability, responsiveness, and is deeply invested in the success of our clients and each other. Learn more about our values here: Our Values.

• Dynamic Environment: Enjoy a casual workplace atmosphere where innovation and creativity are not just welcomed but celebrated. We are not the typical suit-and-tie finance types; we prefer to keep things light, fun, and engaging.

• Rewarding Compensation: Receive a competitive compensation package with comprehensive benefits tailored to support you and your well-being.

• Meaningful Contribution: Have the chance to contribute meaningfully to all aspects of the organization.

• Company Trips: Participate in company trips and outings as a reward for meeting our business goals, fostering a sense of team unity and shared success.
   

About the Role
If you are proactive, tech-savvy, known for your attention to detail and organization, and thrive owning a wide variety of responsibilities supporting the senior leadership team, your peers, and existing and prospective customers, you might be a great fit with Class VI Partners as an Office Specialist & Operations Coordinator.

As a critical support function to the senior team and controller, you would be key to ensuring operations and the business run smoothly so that they continue making the greatest difference for their clients and each other.

Each day would be a little different, and could include coordinating an event and ensuring it goes off without a hitch, finding and booking the best travel itinerary, increasing operational efficiencies in the organization, assisting with the management of subscriptions, ordering office supplies, enabling seamless sales operations and more.

Class VI Partners provide growth planning, exit planning, investment banking, and wealth management services – all built exclusively for entrepreneurs. They have fun and build long-standing relationships with their clients, often working together for years before and/or after a transaction.
 

Key Responsibilities

• Contribute to the firm's growth by managing prospect data in Salesforce CRM and HubSpot, setting up marketing campaigns, and sharing campaign results and insights.

• Support the coordination and tracking of sales campaigns in CRM platforms.

• Facilitate exceptional client experiences by scheduling and confirming meetings, greeting clients, and coordinating events at the office—including logistics for invitations, food, drinks, and conference room arrangements.

• Ensure optimal service by maintaining office supply inventory, managing travel and calendar arrangements, and providing reminders for upcoming events.

• Enhance operational efficiency through participation in Salesforce improvement implementations and other identified software efficiency projects.

• Assist with accounting and administrative tasks to ensure smooth operations and an optimized experience for clients and the team.

• Undertake additional responsibilities as needed.
   

Key Qualifications

• 3-5 years of experience supporting executives in an administrative role.

• Proficient in Microsoft Office, with a keen ability to swiftly learn and adapt to new software independently. Prior experience with Salesforce is a plus.

• This role requires a full-time commitment with 40 hours per week based in our Cherry Creek North office, with occasional flexibility.

• A minimum of a high school diploma or equivalent is required; some college education is preferred but not mandatory.

• Demonstrated reliability including consistent availability, high work quality, and the ability to proactively meet deadlines. Must be a resourceful self-starter with a knack for anticipating needs and posing insightful questions to ensure clarity.

• Exceptional attention to detail and organizational skills, coupled with superb written communication abilities. The candidate should be adept at managing expectations, risks, and multiple competing priorities in a dynamic, fast-paced setting.
   

Recruiting Firm Riderflex is managing this search - https://www.riderflex.com/

We are a top-rated national recruiting firm serving small to large companies globally. Our services range from C-level executive Search to Mass-Volume Associate-Level Hiring, catering to all functions and industries. We specialize in an executive recruiting process that involves vetting candidates through video interviews conducted by seasoned C-level executives.

Furthermore, we are renowned for our unique approach to finding the perfect fit for clients and candidates. With a strong emphasis on cultural analysis and an executive recruiting process led by C-level experts, we excel in understanding and meeting specific industry needs.

Our mission is to create dynamic work environments driven by our commitment to excellence in recruiting, consulting, and candidate services. At Riderflex, we don't just fill positions; we forge lasting relationships that propel businesses and careers.

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By applying for this position, you consent to receive future communications from Riderflex about open positions and other relevant updates. You may unsubscribe from these communications at any time.