Job Information
Coldstream Wealth Management Office Manager in Seattle, Washington
Job Descriptions:
Coldstream Wealth Management is looking for an organized, outgoing Office Manager/Administrator to support two teams at one of our Seattle offices. If you’re interested in learning about wealth management while providing exceptional client service, this could be the perfect next step in your career!
You’ll manage the front desk and administrative operations for the office, reporting to the HR Director in Bellevue. Work hours are on-site 7:00 AM to 4:00 PM, Monday through Friday, with an hour for lunch.
Responsibilities include:
Process new client and account paperwork
Deposit incoming checks
Provide administrative support, including scanning/saving documents, entering information in our client database (Salesforce), and scheduling/confirming client meetings
Prepare, mail, and track birthday, anniversary, and holiday cards and gifts
Assist two team leads with expense reporting
Assist with event planning
Open and close the office daily
Answer incoming phone calls, provide general information, and direct calls to appropriate team members
Greet visitors, manage parking validation, and provide beverages
Manage all incoming and outgoing mail; occasionally deliver outgoing mail to post office or UPS
Monitor client meetings, place lunch orders, and maintain reception area and conference rooms
Order office and kitchen supplies and manage annual supply budgets
Keep kitchen organized and neat, including running and unloading the dishwasher daily and cleaning out refrigerator items weekly
Arrange for service of office equipment as needed
Revise office procedures manual as needed
Required Experience:
2+ years of administrative experience in a professional office environment
High school diploma or equivalent; Bachelor’s or Associate’s degree is preferred
Proficiency with Microsoft Office (Outlook/calendaring, Word, Excel) and Adobe Acrobat and the ability to learn new software
Ability to communicate courteously, discreetly, and effectively with a wide variety of people
Ability to work independently, completing tasks in an efficient manner while maintaining accuracy
Excellent organizational and prioritization skills
Keyword: Office Manager
From: Coldstream Wealth Management