Executive Assistant

Overview

We are a well-established, full-service wealth advisory firm located in Bellevue, WA. We are rapidly building a reputation for consistently delivering great service, high quality, and unsurpassed value to our clients throughout the Puget Sound Region and beyond. We believe that the ability to serve our clients well begins with the quality and happiness of the team. We continuously invest in building a collaborative team culture, where hard work and productivity are generously rewarded.

We are actively recruiting an Executive Assistant to the COO/CCO of our firm. The person who earns this position will demonstrate:

• ability to build and maintain strong professional relationships while upholding the highest levels of integrity, discretion and sound judgement
• a proven track record of taking initiative and proactively anticipating needs in a fast-paced environment
• a strong desire to provide enthusiastic team support
• the ability to proactively engage in the details and be very organized

• 1-2 years’ experience in the financial industry
• 2-5 years in an Executive Assistant or comparable support role
• HS Diploma
• Bachelor’s degree in business or related field (preferred, but not required)
• Office software systems, such as the MS Office Suite
• Industry Licensing experience (preferred, but not required)
• HR experience (preferred, but not required)
• Professional written and oral communication skills
• Event planning (preferred, but not required)

• Desire to serve the team for success
• Organized, with an obsession for the details
• Self-starter
• Systems thinker
• Adaptability, flexibility, patience

• Manages logistics for the COO/CCO to include, but not limited to, calendars, meetings, time management, and “gate keeping”
• Assists with compliance tasks to ensure all required documentation is current and in order
• Assists with licensing and credentials to include all licenses and continuing education as required
• HR support to include tasks, updating employee data/information, and onboarding/offboarding
• Assists with accounting tasks as necessary
• Prepares reports for COO/CCO as necessary
• Acts as a liaison between firm and its IT consultants
• Actively participates in periodic internal and external events
• Assists and collaborates with team as necessary
• Participates in the development, documentation, and implementation of Departmental Policies and Procedures

• Annual Performance Bonus
• Periodic evening and weekend client events
• Benefits
• Medical, Dental, and Vision Insurance Program
• 401K with profit sharing

Include a cover letter with a short paragraph describing how your professional experience qualifies you for the role of Executive Assistant.

• Top candidates will be contacted via email to schedule an initial Phone Interview.