Financial Services Assistant

Financial Services Assistant — Part-Time

Rasmussen Capital Management, Inc. is seeking a professional, organized, and detail-oriented Financial Services Assistant to provide administrative, client service, and operational support to a wealth management and business consulting firm.

This part-time, in-office position is located in Sea Tac, Washington. The ideal candidate takes initiative, follows through on assignments, communicates professionally, and is comfortable handling confidential financial and personal information.

• Answer incoming telephone calls and communicate professionally with clients, prospects, vendors, and professional partners.
• Schedule client meetings, portfolio reviews, prospect appointments, and follow-up calls.
• Prepare the office, meeting room, documents, and materials for client meetings.
• Assist with preparing and processing investment and retirement account applications.
• Prepare account maintenance, beneficiary, transfer, distribution, and other service forms.
• Send documents for electronic signature and monitor outstanding signatures.
• Review paperwork for completeness and accuracy before submission.
• Track account-opening, transfer, and client service requests through completion.
• Maintain accurate client information, notes, tasks, and follow-up activities in the firm’s CRM system.
• Gather and organize financial statements, account statements, tax documents, insurance records, and other client information.
• Send, collect, and track risk questionnaires and financial-planning documents.
• Assist with preparing client review reports, meeting materials, correspondence, and presentations.
• Scan, name, file, and maintain confidential electronic and paper records.
• Monitor recurring client service items and follow up on incomplete or outstanding requests.
• Assist with retirement plan, business consulting, business valuation, and financial-planning projects.
• Maintain prospect and referral-source records and assist with business‑development follow‑up.
• Perform online research, spreadsheet preparation, data entry, and other administrative duties as assigned.

• Employment is contingent upon successful completion of a background check.
• Prior experience in an administrative, client-service, financial-services, accounting, banking, insurance, legal, or other professional office environment.
• Professional fluency in written and spoken English sufficient to communicate clearly with clients, prepare accurate correspondence, understand financial documents, and follow written and verbal instructions.
• Current authorization to work legally in the United States.
• Strong verbal and written communication skills.
• Excellent organizational and time‑management abilities.
• Strong attention to detail and commitment to accuracy.
• Ability to handle confidential information with discretion.
• Professional telephone manner and client-service orientation.
• Working knowledge of Microsoft Outlook, Word, and Excel.
• Ability to learn new software, financial platforms, and office procedures.
• Ability to manage multiple assignments and deadlines.
• Dependable attendance and consistent follow-through.
• Ability to work independently while recognizing when a matter should be referred to the advisor.

• Experience working for a wealth management firm, registered investment adviser, broker‑dealer, CPA firm, bank, trust company, retirement plan firm, or insurance agency.
• Familiarity with investment, brokerage, IRA, Roth IRA, and retirement plan accounts.
• Experience preparing account-opening and account‑maintenance paperwork.
• Experience using CRM systems, electronic signature platforms, financial‑planning software, or custodian websites.
• Intermediate or advanced Microsoft Excel skills.
• Familiarity with Wealthbox, Docu Sign, Schwab, Pershing, Right Capital, Morningstar, Calendly, or similar systems.
• Securities industry licensing, including the SIE, Series 7, Series 63, Series 65, or Series 66, is helpful but not required.
• Education or experience in finance, accounting, business administration, economics, or a related area.

• Professional and client-service focused.
• Organized,…