Client Services & Operations Assistant - Wealth Management

Fors Financial Consulting, PS; Port Angeles (WA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

401(k) with company match

Profit sharing

Paid vacation after probationaryPeriod

Hands-on training and professional dev

Job summary

Fors Financial Consulting, PS in Port Angeles is seeking an organized Administrative Assistant to support the financial advisors, handle phones, calendars, and client greetings, and maintain office operations.

The role starts at the front desk and grows from there, with opportunities to take ownership of account paperwork, custodian submissions, and CRM management to ensure a seamless and professional client experience.

Qualifications

• 3+ years of office, administrative, or financial services experience preferred.
• Bachelor's degree preferred but not required.
• Securities licenses are a plus but not required.

Responsibilities

• Greet clients and visitors professionally; maintain a welcoming front desk.
• Answer, screen, and route phone calls; assist clients or take messages.
• Be the primary point of contact for client service and admin requests.
• Open, screen, and distribute mail; scan documentation.
• Handle confidential client information professionally.

Skills

Organizational skills

Time management

Communication

Detail oriented

Client service

Education

Bachelor's degree preferred

Tools

Microsoft Office (Word, Outlook)

Excel

CRM (Redtail, Schwab, Orion, Black Diamond, eMoney)

Job description

Fors Financial Consulting, PS in Port Angeles is seeking an organized Administrative Assistant to support the financial advisors, handle phones, calendars, and client greetings, and maintain office operations.

The role starts at the front desk and grows from there, with opportunities to take ownership of account paperwork, custodian submissions, and CRM management to ensure a seamless and professional client experience.