Financial Services Administrator

---

Job description

Who we're looking for:
This full-time position offers a unique opportunity for you to become an integral part of our small and stable company.

As the ideal candidate for this non-sales position, you possess exceptional organizational skills, know how to prioritize tasks, and manage time effectively. You like maintaining organizational systems, and are comfortable adapting your organizational work to fit your bosses' different styles. Your written and verbal communication skills are excellent. You take pride in owning your work, and thrive on working independently, both on daily routine tasks as well as new, innovative projects for which you take responsibility; however you are also able to take supervision when necessary, and ask for guidance when needed or required. With clients, you are professional and poised. You value and embody integrity, honesty, and are comfortable handling confidential and/or sensitive information on a daily basis. A stable, comfortable work environment appeals to you.

Who we are:
We are a small, highly successful financial services company based in Seattle, Washington. We are committed to providing unexcelled service to our clients, helping them to prosper through our attention to their financial needs and goals combined with in-depth investment research and cutting-edge strategies. It's our mission to offer a personalized, hands-on approach to a select clientele: thus we strive to be responsive and empathetic as well as trusted and knowledgeable. In the office, we place a high priority on creating a supportive, harmonious, and enriching work atmosphere, and thus personality and "fit" is as important to us in hiring as skills and work ethic.

Some of what you'll be doing:

• Greet clients and answer telephones
• Research background material, collect and evaluate data and confidential client information, prepare and update client reports
• Organize and maintaining supplies
• Prepare retirement analysis/projection reports and advise clients and management
• Monitor and maintain databases including a CRM
• Prepare portfolio reviews
• Handle client communications, including coordination of meeting schedules, appointments and visitor scheduling
• Assist with personal items: e.g. tax preparation, bookkeeping, appointments, travel arrangements

Qualifications:

• Associates degree and 5+ years administrative experience or Bachelor's degree in related field and 2+ years administrative experience
• Previous financial services experience preferred
• Income Tax and/or Estate Planning knowledge desirable
• Series 7 and 66 licenses desired or willingness to obtain within employer specified timeframe

Salary and benefits:

• Salary commensurate with experience ($40,000-$55,000)
• Health insurance will be provided
• Educational fees for certification covered by employer
• Parking
• Vacation, Sick Leave and Holidays
• 401k options

Education:

• Associate (Required)