Office Administrator

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

We work collaboratively, with our clients and with each other, to deliver impeccable service to achieve the financial and lifestyle goals important to our clients. We only hire team players: people who are the best and brightest at what they do and always put our clients' success first.

• Salary : $55,000 USD Annually - $65,000 USD Annually

Job Description

If you enjoy using your administrative skills to create a welcoming experience for clients and colleagues, our Bellevue Office Administrator position could be the perfect next step for you! It’s a great opportunity to work in our largest office and gain experience in the financial services industry, with multiple paths for continued career growth.

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life‑long relationships. The firm has offices in Bellevue, Mercer Island, Seattle, Kirkland, Portland, Bend, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com .

In this role, you’ll oversee all front desk operations and serve as the first point of contact for clients, setting the tone with a warm, professional presence. This is an in‑office position, Monday through Friday, 8:00 AM to 5:00 PM with one hour for lunch.

Responsibilities include:

• 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

Experience and Skills

• 2+ 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, 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

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $55,000 and $65,000 per year plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base salary plus annual bonus
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of the firm
• Paid Time Off: 20-28 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
• Parking: heavily subsidized parking (you pay $36 per month) or transit pass
• Wellness reimbursement
• Paid Parental leave: 12 weeks paid for all new parents
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.