Senior Wealth Office Administrator

Merit Financial Advisors; Spokane (WA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life & Personal Accident Insurance

Short-term Disability Insurance

Long-term Disability Insurance

FSA/HSA

Dependant Care FSA

401(k) Plan with company matching

Paid Time Off (PTO) and paid holidays

Job summary

Merit Financial Advisors in Spokane, WA is seeking a Senior Office Administrator to support a high-performing wealth management office. You will ensure smooth daily operations, a welcoming front office, and direct support to advisors and teams.

The role covers coordination of schedules, meetings, CRM workflows, office maintenance, vendor relations, events, and basic compliance tasks. Ideal candidates have 3–5 years of administrative experience, superb organization, and proficiency with Microsoft

Qualifications

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

Responsibilities

• Serve as the primary point of contact for office coordination and administrative support.
• Greet clients and visitors; maintain a professional front office environment.
• Answer and route calls; manage voicemail and follow-up tasks.
• Schedule internal meetings and client reviews using Salesforce workflows; coordinate priorities with advisors and update systems.
• Manage conference room calendars and ensure spaces are prepared.
• Track action items from client reviews and coordinate with advisors and Client Service team.
• Coordinate repairs and servicing of office equipment with vendors.
• Support internal event planning and hospitality arrangements for meetings.
• Assist with branch compliance files and technology needs of the branch.

Skills

Administrative experience

Organizational skills

Communication skills

Confidentiality

Multitasking

Tools

Microsoft Office

Salesforce

Job description

Merit Financial Advisors in Spokane, WA is seeking a Senior Office Administrator to support a high-performing wealth management office. You will ensure smooth daily operations, a welcoming front office, and direct support to advisors and teams.

The role covers coordination of schedules, meetings, CRM workflows, office maintenance, vendor relations, events, and basic compliance tasks. Ideal candidates have 3–5 years of administrative experience, superb organization, and proficiency with Microsoft