Client-Focused Office Administrator – Wealth Management

Coldstream Wealth Management; Bellevue (WA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) match

Stock equity

Paid time off

Holidays

Volunteer day

Mentoring program

Parking subsidy

Wellness reimbursement

Parental leave

Sabbaticals

Anniversary bonuses

Job summary

Coldstream Wealth Management in Bellevue is seeking an Office Administrator to be the welcoming face for clients and colleagues. In this in-office role, you will manage front desk operations, greet clients, handle mail, deposits, and support multiple teams from 8:00 AM to 5:00 PM, Monday through Friday.

You should have 2+ years of administrative experience, a high school diploma (Bachelor’s preferred), and proficiency with MS Office and Adobe Acrobat.

Qualifications

• 2+ years of administrative experience in a professional office.
• High school diploma or equivalent; Bachelor’s or Associate degree is preferred.
• Proficiency with Microsoft Office (Outlook/calendaring, Word, Excel), Adobe Acrobat, and the ability to learn new software
• Excellent organizational and prioritization skills
• The ability to communicate courteously, discreetly and effectively with a wide variety of people
• Outstanding accuracy and attention to detail

Responsibilities

• Answer incoming phone calls, provide general information, and direct calls to appropriate team members
• Greet clients, manage parking access, and provide beverages
• Manage all incoming and outgoing mail and overnight deliveries; occasionally deliver outgoing mail to post office or UPS
• Process and deposit incoming checks
• Order office and kitchen supplies, ensure items are received, and forward receipts for payment
• Monitor client meetings, place lunch orders, and maintain reception area and conference rooms
• Provide administrative support to multiple teams
• Close the office daily

Skills

Administrative experience

MS Office

Outlook calendar

Communication

Detail oriented

Education

High school diploma

Bachelor’s/Associate preferred

Tools

Adobe Acrobat

Job description

Coldstream Wealth Management in Bellevue is seeking an Office Administrator to be the welcoming face for clients and colleagues. In this in-office role, you will manage front desk operations, greet clients, handle mail, deposits, and support multiple teams from 8:00 AM to 5:00 PM, Monday through Friday.

You should have 2+ years of administrative experience, a high school diploma (Bachelor’s preferred), and proficiency with MS Office and Adobe Acrobat.