Administrative Assistant- Finance Dept - Mercer Island

Mercer Island, Washington

Direct hire Administrative Assistant needed for comprehensive wealth management firm

 

Job# ID: 14341

Salary: $40,000 / year

LocationMercer Island, WA

Direct Hire

 

 

As an SEC Registered Investment Adviser, our client’s philosophy is to put their customers’ interests first. Their advisors’ main focus is to provide the personalized insights and advice to truly add value in their work.

Increasingly, our client has become the firm of choice for experienced advisors who have built a loyal clientele and are committed to catering to their clients’ best interests. The average advisor here has more than 20 years of experience in the financial industry with expertise that includes a variety of licenses and professional designations.

There is a need for a talented Administrative Assistant who will assist the Client Services Associates and Advisors with various operational tasks and procedures. In this role you would use a variety of computer programs including CRM, Microsoft Office, and custodian platforms.

 

 

Responsibilities

 

  • Scan, fax, and file paperwork
  • Assist with paperwork processing and follow-up
  • Assist with onboarding new advisors and clients
  • Maintain all client and advisor files in orderly manner
  • Perform data entry tasks
  • Answer telephone calls

 

Qualifications

 

  • Bachelor’s degree or equivalent work experience preferred
  • 2 years of administrative or operations support experience required
  • Previous administrative or operations experience in a financial environment preferred
  • Proficient in Microsoft Office emphasis on Word, Outlook, Excel
  • Excellent communication and interpersonal skills
  • Ability to work efficiently under pressure in a detail oriented environment
  • Possess a high level of professionalism, confidentiality, discretion and judgment

 

Parker Staffing Services offers administrative, customer service, call center, and executive assistant job opportunities in the Seattle and Bellevue metro area. Parker has served as the staffing company of choice for thousands for over three decades. Visit our employment opportunities page at http://www.parkerservices.com to review our full offering of contract, contract to hire and direct hire job openings!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


Type: Direct-Hire

Category: Administrative

Reference ID: 14341

Date Posted: 08/08/2018

Start Date: 08/13/2018

Shortcut: http://jobs.parkerservices.com/KZd13s