Administrative Assistant

NW Recruiting Partners; Washington; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K with match

Paid time off

Educational assistance

Job summary

Our client, a respected, multi-generational investment company, seeks an experienced Administrative Assistant to support its leadership team and daily operations. You will manage calendars, travel, expenses, and prepare meeting materials while handling confidential information with professionalism.

Ideal candidates are proactive, highly organized, and detail-oriented, capable of coordinating between internal teams and external partners.

Qualifications

• Associate degree or at least 7 years of administrative, operations support, or related experience.
• Strong organizational skills with high attention to detail and ability to manage multiple priorities.
• Excellent written and verbal communication and professional presentation to executives.
• Proficiency with MS Office (Word, Excel, Outlook, PowerPoint) and calendar management.

Responsibilities

• Manage calendars, meetings, travel arrangements, and expense reports for management.
• Prepare agendas, presentations, meeting materials, minutes, and follow-up items.
• Coordinate communications, mailings, and document distribution.
• Maintain accurate contact, account, and ownership records in database systems.
• Respond to inquiries and provide professional support to internal and external contacts.
• Assist with reports, data entry, document management, and recordkeeping.
• Coordinate logistics for company events, meetings, and special projects.
• Work with internal teams, vendors, and external partners to complete projects.
• Support process improvements and the use of technology and AI-enabled tools.
• Maintain strict confidentiality and perform other administrative duties as assigned.
• Travel for occasional company events and work a limited number of evenings or weekends as needed.

Skills

Calendar management

Travel coordination

Expense reports

Document management

Office software

Data entry

Confidentiality

Communication skills

Executive support

Education

Associate degree or equivalent experience

Tools

Microsoft Office

DocuSign

Job description

Our client, a respected multi-generational family-owned investment company, is looking for an experienced Administrative Assistant to provide dependable support to its leadership team and daily operations.

This role is ideal for a proactive, highly organized, detail-oriented professional who can manage multiple priorities, handle confidential information, and provide polished administrative support.

• Manage calendars, meetings, travel arrangements, and expense reports for management.
• Prepare agendas, presentations, meeting materials, minutes, and follow-up items.
• Coordinate communications, mailings, and document distribution.
• Maintain accurate contact, account, and ownership records in database systems.
• Respond to inquiries and provide professional support to internal and external contacts.
• Assist with reports, data entry, document management, and recordkeeping.
• Coordinate logistics for company events, meetings, and special projects.
• Work with internal teams, vendors, and external partners to complete projects.
• Support process improvements and the use of technology and AI-enabled tools.
• Maintain strict confidentiality and perform other administrative duties as assigned.
• Associate degree or at least 7 years of administrative, operations support, or related experience.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Excellent written and verbal communication skills and ability present professionally to an executive team.
• Proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Experience with calendar management, meeting coordination, and database systems.
• Familiarity with DocuSign and virtual meeting platforms.
• Experience in investment, financial services, family office, or professional services is preferred.
• Ability to travel for occasional company events and work a limited number of evenings or weekends as needed.

Company Benefits

• Medical, Dental, and Vison Insurance.
• Life, AD&D, and LTD Insurance.
• 401K and profit-sharing matching.
• Paid Family Leave, Vacation, sick and holidays.
• Educational Assistance Program
• Company paid garage parking or an Orca card option.