Job description

We are an independent local wealth management firm specializing in financial planning that includes income & social security planning. And our firm provides investment management & educational seminars.

We’re seeking an exceptional Executive Assistant for a part time position. You’ll help us serve our clients by providing operations, service and administrative support. You’ll enjoy our fast paced, client first environment at our office in Woodinville, WA.

We provide vacation hours, personal time off, flexible work schedule.

Responsibilities

• Type & word process various documents & electronic information
• Preparation of new account & service forms & preparation support for client review meetings
• Answer inbound phone & email inquiries
• Responding to client inquiries including research & trouble shooting of client administrative questions
• Client or prospect event planning including seminar coordination & client event planning
• Preparation of Excel spreadsheets including financial reports & creation of Word documents
• Timely processing of all express incoming & outgoing mail
• Professionally manage greeting clients & prospects
• Maintaining client paperwork & filing system
• Perform duties including photocopying, scanning, faxing, mailing & shipping
• Assisting the Financial Advisor with all compliance items needed

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 & responsibility-fingerprinting & background check is required.

Qualifications

• One year plus experience in an office administration position preferably assisting a financial advisor or life insurance agent
• Personable, approachable, friendly, energetic with a positive attitude
• Dependable person & extremely detail oriented
• Intermediate to advanced mastery of Microsoft Word, Excel & Powerpoint
• Excellent oral & written communications skills
• Preferably an experienced user of CRM programs…preferably Redtail
• Knowledge of administrative & clerical procedures & systems such as word processing, managing files & records & other office procedures
• Professional attitude, excellent phone demeanor & appearance
• Excellent follow-up & follow through capabilities & able to act with urgency
• Able to exercise good judgement by recognizing urgency & setting priorities
• Ability to anticipate & solve problems & work independently with little supervision
• Has good problem solving & time management skills
• Organized, meticulous, able to multi task & able to interact well with others & have an excellent client service attitude

We Offer

• A competitive compensation package; compensation dependent on experience
• Personal vacation time
• Flexible work schedule
• We utilize your talents to help you realize your full potential

Job Type: Part-time

Required experience

• Administrative assistant to a Wealth Advisor or Life Insurance Agent: 1 year
• Administrative Assistant: 1 year
• Having worked as an executive assistant, front desk agent, office manager, office assistant or front desk associate or clerk may make you a good fit for this position
• Hourly part-time pay range of $18-$30/hour depending on experience
• Flexible work hours

Job Type: Part-time

Pay: $18.00 - $32.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

COVID-19 considerations:

Application Question(s):

• Do you possess exceptional attention to detail skills & can provide examples of this skill?

Education:

• Associate (Preferred)

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)
• admin assistance to a WealthAdvisor or Ins Agent: 1 year (Preferred)

Work Location: In person

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