Wealth Management Admin Assistant: Client Care & Office Ops

TalentLink Solutions; Kirkland (WA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary plus annual bonus

$500 monthly towards Medical Expenses

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

Job summary

A woman-owned wealth management firm in Kirkland is seeking an Administrative Assistant to support daily operations and enhance client relationships. The role involves greeting clients, managing office logistics, and handling various administrative tasks. The ideal candidate has a Bachelor's degree or equivalent experience, and 1-3 years in wealth management or similar services. A proactive and communicative mindset is essential, along with strong organization skills and attention to detail. This position offers competitive salary and benefits.

Qualifications

• 1-3 years of progressive experience in wealth management or similar financial services.
• Strong time management skills to handle multiple assignments efficiently.
• Excellent communication skills, both orally and in writing.

Responsibilities

• Greet and welcome clients in a friendly manner.
• Handle routine matters for client accounts and assist with office operations.
• Support client events and perform various administrative tasks.

Skills

Excellent follow-through

Time management

Interpersonal communication

Attention to detail

Education

Bachelor’s degree or equivalent work experience

Tools

Industry-specific software

Job description

A woman-owned wealth management firm in Kirkland is seeking an Administrative Assistant to support daily operations and enhance client relationships. The role involves greeting clients, managing office logistics, and handling various administrative tasks. The ideal candidate has a Bachelor's degree or equivalent experience, and 1-3 years in wealth management or similar services. A proactive and communicative mindset is essential, along with strong organization skills and attention to detail. This position offers competitive salary and benefits.