Senior Office Administrator

Merit Financial Advisors; Spokane (WA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company matching

Paid time off and holidays

Job summary

Merit Financial Advisors is looking for a Senior Office Administrator in Spokane, WA. In this role, you'll support the daily operations of a wealth management office, ensuring smooth administrative workflows and a welcoming front office environment. Candidates should have 3–5 years of administrative experience, preferably in financial services, and strong organizational skills.

The position includes competitive salary, medical and dental insurance, 401(k) plan with company matching, and paid time off. Join a firm committed to professional growth and client success.

Qualifications

• 3–5 years of administrative experience, ideally in financial services or wealth management.
• Strong organizational and multitasking abilities with attention to detail.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as the primary point of contact for office coordination.
• Greet clients and maintain a welcoming environment.
• Schedule meetings and manage calendars using Salesforce.

Skills

Organizational skills

Multitasking

Microsoft Office Suite

Salesforce

Communication skills

Job description

Company Overview

Merit is a fast‑growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long‑lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals. Headquartered in Alpharetta, GA, Merit has 39 locations across the country and 250 hardworking employees. The firm has been recognized as a “Best Places to Work” by InvestmentNews and has made the fastest‑growing companies list in both INC 5000 and Georgia’s Fastest 40.

Position

Senior Office Administrator plays a critical role in supporting the daily operations of a high‑performing wealth management office. This position ensures the smooth functioning of administrative workflows, maintains a professional and welcoming environment, and provides direct support to advisors and internal teams. The ideal candidate is highly organized, proactive, and capable of managing multiple priorities with discretion and professionalism.

Responsibilities

• Serve as the primary point of contact for office coordination and administrative support.
• Greet clients and visitors warmly; maintain a professional and hospitable front office environment.
• Answer and route incoming calls appropriately; manage voicemail and follow‑up tasks.
• Schedule internal meetings and client reviews using Salesforce workflows; coordinate priorities with advisors and update systems accordingly.
• Manage conference room calendars and ensure meeting spaces are prepared and maintained.
• Track and follow up on action items from client review meetings in coordination with advisors and the Client Service team.
• Liaise with building management for office maintenance and service requests.
• Coordinate repairs and servicing of office equipment with external vendors.
• Support internal event planning and hospitality arrangements for meetings and team gatherings.
• Assist with branch compliance files.
• Help coordinate technology needs of the branch.
• Process and send client gifts upon request from team members.
• Assist with special projects and operational initiatives as assigned by leadership.

Qualifications

• Minimum 3–5 years of administrative experience, preferably in financial services or wealth management.
• Strong organizational and multitasking skills with attention to detail.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with Salesforce or similar CRM systems preferred.
• Excellent verbal and written communication skills.
• Professional demeanor with an energetic and welcoming personality.
• Ability to maintain confidentiality and act with integrity.
• Experience supporting leadership and managing office operations is a plus.

Salary & Benefits

• Competitive salary, based on experience.
• Medical, dental and vision insurance.
• Life and personal accident insurance.
• Short‑term and long‑term disability insurance.
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA.
• 401(k) plan with company matching.
• Paid time off (PTO) and paid holidays.