Client Services Office Manager – Financial Services

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

Benefits offered by this job

Fully paid premiums for medical/dental

Vision coverage

Short-term and long-term disability

Life insurance

100% 401(k) company match up to 4%

Stock option / ownership potential

Paid Time Off: 20 days + 10 holidays +

Volunteering day

Career development: training/licensing

Paid parental leave: 12 weeks

Paid sabbaticals every 10 years

Job summary

Coldstream Wealth Management is seeking an Office Manager/Administrator to be the central hub of our Seattle office, delivering welcoming, professional service to clients and colleagues. This in-office role runs Monday through Friday with flexible start times and a nine-hour day including a lunch break.

You will oversee front desk operations, manage client onboarding, and handle mail, calls, and scheduling while supporting tax and wealth management services lineage through 1977.

Qualifications

• 3+ years of administrative experience in a professional office environment.
• Proficiency with Microsoft Office, Adobe Acrobat, Salesforce, and the ability to learn new software.
• Strong 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 documents, entering information in the client database, and scheduling/confirming meetings.
• Open and close the office daily.
• Answer incoming calls, provide general information, and direct calls to team members.
• Greet clients, manage parking validation, and provide beverages.
• Manage incoming/outgoing mail and occasional deliveries; handle post office/UPS drop-offs.
• 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

Time management

Organizational skills

Discreet communication

Independent work

Interpersonal skills

Education

High school diploma

Bachelor’s or Associate’s degree preferred

Tools

Microsoft Office

Outlook

Word

Excel

Adobe Acrobat

Salesforce

Job description

Coldstream Wealth Management is seeking an Office Manager/Administrator to be the central hub of our Seattle office, delivering welcoming, professional service to clients and colleagues. This in-office role runs Monday through Friday with flexible start times and a nine-hour day including a lunch break.

You will oversee front desk operations, manage client onboarding, and handle mail, calls, and scheduling while supporting tax and wealth management services lineage through 1977.