Exceptional Admins (EA) is seeking a professional for an opportunity with a confidential business in the Financial Services industry, offices located in both Denver and Boulder.

EA is a boutique company that focuses on placing career minded professionals with growth-minded employers. The philosophy behind the EA process is to deliver top candidates to each client with the outcome producing high-level support to the role and organization. While skill-set is a large focus during the process, EA takes into consideration the desires of the candidate to produce a complete fit.

About the Company

Founded in 2010, the firm has grown into one of Boulder’s most respected accounting firms, recognized for its high standards, technical expertise, and client-centered approach. The office environment mirrors the firm’s personality: refined, modern, and full of natural light, with clean tones of white, gray, and green carried throughout. Glass walls and expansive views give the space an open, collaborative feel. The team takes tremendous pride in their work and operates with an entrepreneurial spirit, stepping in wherever needed to support one another and their clients. There’s a consistent hum of activity, anchored by a shared commitment to delivering exceptional and thoughtful service. And being located in the heart of Boulder only enhances the experience, offering endless walkable options for midday breaks, team lunches, and after-hours gatherings. At its core, the firm brings a compassionate and relationship-forward approach to every engagement.

Hiring Goal

The client is seeking a professional who can balance nimbleness with a high degree of organization. This Executive Assistant role supports both traditional administrative needs and a variety of project-based responsibilities, requiring someone who can operate steadily and stay several steps ahead of the executives they support. The ideal candidate brings a service-oriented mindset, strong follow-through, and the ability to juggle multiple priorities while maintaining clarity, accuracy, and momentum across the business and its initiatives.

ROLE OVERVIEW

Executive Support – 100 %

Provide administrative support to the Managing Partner (60%) and Tax Partner (40%)

• Heavy calendar management for two of the executives

• Assist with correspondence: email, notes, and memos (inbox access to MP; future TP)

• Develop deep understanding to support prioritization

• Work closely with the executives, supporting meeting activities pre and post:

• Meeting coordination which includes interacting with team and high volume of clients, both new and prospective

• Support and own follow up tasks

• Track client movement

• Act as hospitality partner helping with relationship and employee needs

• Help with engagement letter process and activities

• Become a highly informed partner knowing all deadlines and tasks to proactively forecast the needs of the executive and company; plus recommend and act to resolve any challenges

• Help with Board (some volunteer and business) meeting activities (MP)

• Support with networking group events

• Orchestrate all hosted meetings including ordering meals, A/V set up, meeting and greeting

guests, and wrapping up

• Coordinate travel accommodations and logistics; for both Partners (infrequent)

• Maintain and track expense reporting and reimbursements in partnership with accounting

• Presentation resource management; help source content (from team and via research)

• Support ELT activities

• Track internal and external contacts, maintain contact database

• Help executive with company culture initiatives

• Help coordinate company Town Hall meetings

• Occasionally handle personal tasks (no errands)

• Add personal activities to calendar for both (communicating with family members)

Desired background and attributes

Candidates will be considered in totality of their skills and experience versus strict interpretation of “must haves.”

• Prior experience where your tool box is applicable to 75% of the needs outlined in the role

• Proficient with Microsoft Office 360 + SharePoint (Outlook+, Excel+, PowerPoint+)

• Comfortable using Microsoft Teams

• Has a finance background, a plus

• Professional demeanor with excellent verbal and written communication skills

• Self-starter and forward thinker

• Ability to work independently with little supervision

• Nimble, adaptable, and entrepreneurial mindset, a big plus

Company Offerings

• Salary: $80k to $105k.

• Hours: Fully onsite position (Denver or Boulder office).

• 401(K): Company provides 100% match, up to 3%, then 50% of the next 2%, totaling a maximum of 4% for one year tenure employees.

• PTO: Unlimited paid time off.

• Holidays include:

• 10 annual holidays: New Year’s Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the Friday after Thanksgiving, Christmas Eve, Christmas Day, New Year’s Eve.

• Healthcare: Health Insurance, employees are 100% covered by Company. Eligibility begins 1st of the month, following start date. 

• Elective Insurance: Dental, vision, accident, critical illness, and short-term disability insurances. Life/AD&D and Long-Term Disability. Health Savings Account for employees choosing the High-Deductible Health Plan employee and employer contributions.

• Wellness: Company provides $75/month Thrive Pass. Wellness Savings Account, employer contribution.

• Parking: Company covers parking cost ($225/month parking, cost varies, but it’ll be covered). Paid parking & RTD Eco Pass.

• Office Amenities: Fully stocked kitchen with healthy snacking options, events, and activities.

Interview Cadence (understanding things may pop up)

1. Phone screen between candidate and Exceptional Admins (30-mins)

2. If a fit, candidate creates personal, admin portfolio (2.5-hrs)

3. Once candidate’s fit is confirmed, conduct video interview with Exceptional Admins (30-mins)

4. First client interview: video interview with executives, (30-mins back to back with each executive; 1-hour)

5. Second client interview: In person to meet with team (2-hours)

6. Third client interview (optional): Phone call with one or two staff members (30-mins)

7. Connect with references

8. Hiring decision

Is this the right fit for you?

The ideal employee would meet 8 out of the 10 attributes to be successful (and fulfilled) in this role:

1. You would be described by many as very organized

2. You have experience working very closely with a fast-paced, heavily scheduled executive

3. You have a servant-heart through and through

4. You can work autonomously because you are resourceful

5. Exceptional problem-solving skills where challenges don’t fluster you but energize you to ‘figure-it-out’

6. You like to ask questions to confirm expectations

7. You know what it’s like to work with an in-demand executive

8. You enjoy being 10-steps ahead

9. You love to write everything down

10. Would self-describe as “curious, a quick learner, and process driven”

11. Help executive optimize time by creating fluid workflow

Kurtz Fargo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Employment is contingent upon you successfully completing the vetting process and passing verification of references and employment, and background investigations.

Accepting applicants through 1/23/26.