Client-Facing Office Administrator

Coldstream Wealth Management; Washington (District of Columbia); On-site; USD 48,000 - 72,000; Full time

Job summary

Coldstream Wealth Management is seeking a polished Office Manager/Administrator to act as the central hub of the office, welcoming clients and supporting the team with daily administrative tasks.

This in-office role, Monday through Friday with flexible start times between 7:00 and 8:30 AM, features a nine-hour day including a one-hour lunch and the opportunity to gain experience in financial services while coordinating meetings and onboarding.

Qualifications

• 3+ years of administrative experience in a professional office environment.
• High school diploma or equivalent; Bachelor’s or Associate’s degree is preferred.
• Proficiency with Microsoft Office (Outlook/calendaring, Word, Excel), Adobe Acrobat, SalesForce, and the ability to learn new software.
• Excellent organizational and prioritization skills.
• Ability to communicate courteously, discreetly and effectively with a wide variety of people.
• Ability to complete tasks independently in a timely and efficient manner while maintaining accuracy.

Responsibilities

• Provide administrative support, including scanning/saving documents, entering information in our client database, and scheduling/confirming meetings.
• Open and close the office daily.
• Answer incoming phone calls, provide general information, and direct calls to appropriate team members.
• Greet clients, manage parking validation, and provide beverages.
• Manage all incoming and outgoing mail and overnight deliveries; occasionally deliver outgoing mailings to post office or UPS.
• Monitor client meetings, place lunch orders, and maintain reception area and conference rooms.
• Process new client onboarding and account paperwork.
• Process completed tax returns for signature and distribution to clients.
• Track documents needing signatures through Docusign.

Skills

Administrative experience

Organizational skills

Communication skills

Education

High school diploma or equivalent

Bachelor's or Associate’s degree preferred

Tools

Microsoft Office

Adobe Acrobat

Salesforce

Job description

Coldstream Wealth Management is seeking a polished Office Manager/Administrator to act as the central hub of the office, welcoming clients and supporting the team with daily administrative tasks.

This in-office role, Monday through Friday with flexible start times between 7:00 and 8:30 AM, features a nine-hour day including a one-hour lunch and the opportunity to gain experience in financial services while coordinating meetings and onboarding.