Client-Focused Office Administrator with Growth & Equity

Coldstream; Seattle (WA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

Disability insurance

401(k) with company match

Stock options

Paid time off

Career development

Parking subsidy

Wellness reimbursement

Parental leave

Sabbaticals

Job summary

Coldstream is seeking an Office Manager/Administrator to serve as the central hub of an in-office environment in Seattle. You will greet clients, manage front desk operations, coordinate meetings, and handle onboarding and tax paperwork while supporting a team delivering tax and wealth management services.

The role offers a Monday–Friday in-office schedule with flexible start times, strong benefits, and opportunities to grow within a long-standing professional services firm in Washington state.

Qualifications

• 3+ years of administrative experience in a professional office environment.
• High school diploma or equivalent; Bachelor’s or Associate’s degree preferred.
• Proficiency with Microsoft Office (Outlook/calendaring, Word, Excel), Adobe Acrobat, Salesforce, and ability to learn new software.

Responsibilities

• Provide administrative support, including scanning/saving documents, entering information in 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 mail and deliveries; occasionally deliver mailings to post office or UPS.
• Monitor 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

Organizational skills

Prioritization

Communication

Education

High school diploma or equivalent

Bachelor's or Associate's degree preferred

Tools

Microsoft Office

Adobe Acrobat

Salesforce

Job description

Coldstream is seeking an Office Manager/Administrator to serve as the central hub of an in-office environment in Seattle. You will greet clients, manage front desk operations, coordinate meetings, and handle onboarding and tax paperwork while supporting a team delivering tax and wealth management services.

The role offers a Monday–Friday in-office schedule with flexible start times, strong benefits, and opportunities to grow within a long-standing professional services firm in Washington state.