We are a premier Wealth Management firm seeking a local part-time *WORK FROM HOME* Administrative Assistant to provide a high level of administrative support to the Financial Advisor and Executive Assistant. This person will act as support and point person between client and advisor. The ideal candidate for this role is exceptional with client services, ability to prioritize and independently manage time, as well as organize a diversified workload. We offer a flexible schedule with a collaborative team environment with occasional team meetings in Bothell (in addition to quarterly team building events).
Responsibilities:
• Point of service for client requests
• Preparation of client review forms
• Coordinate with staff on advisor’s calendar
• Preparation support for client review meetings
• Research and trouble-shooting of client issues
• Maintaining client paperwork and files as needed
• Assisting with all compliance items
• Prepares or assists in preparing various administrative reports
• Assist in production of financial plans, preparation of spreadsheets, reports and correspondence as required
• Professionally manage answering phones and responding to emails
• Performs other office tasks as assigned
*Out of state and/or country will not be considered for this position*
**Reply with a PDF version of your resume to be considered for this role**
Qualifications and Requirements:
• 1+ years’ experience in an administrative environment
• Bachelor’s Degree preferred
• Proficient in Microsoft Office, primarily Word, Excel and Outlook
• High level of initiative, demonstrates self-starter
• Ability to multi-task and prioritize effectively
• Detail oriented with excellent organizational and planning skills
• Excellent written and oral communication skills
• Ability to work independently and as part of a team
• Warm and professional demeanor
• Ability to anticipate and solve problems
• Professional business environment requiring appropriate attire for Zoom and Teams meetings
• Previous securities industry experience welcomed but not required
*Due to the confidential nature of the activity involved with this position, the individual will be expected to perform these duties with a high degree of professionalism and responsibility – fingerprinting and background check is required
Part-time – between 5 - 20 hours per week, depending on work load
Pay range – between $20 - 25hr to start, 90 day review
Laptop and necessary supplies will be provided
Principals only. Recruiters, please don't contact this job poster.