Administrative Assistant - Coldstream Wealth Management
Kirkland, WA 98033
About the Job
Hersman Serles Almond has specialized in providing tax, accounting, and consulting services to leading Northwest organizations and families for over 30 years. After merging with Coldstream, an employee-owned, independently operated wealth management firm, we have grown and are looking for an Administrative Assistant.
This position reports to the Office Manager on-site in our Kirkland office. This position is a full-time role (40 hours) with flexible work hours between 7:00am - 5:00pm, Monday through Friday.
Responsibilities include:
- Create and respond to calendar invitations
- Respond to email inquiries
- Mail and email clients on behalf of partners and managers
- Review reports and other materials for accuracy and quality
- Scan internal and client paperwork and file it digitally
- Work with clients during tax season to obtain payment and facilitate paperwork completion
- Enter data and assist with CRM maintenance
- Assist with monthly accounts receivable
- Provide backup for incoming phone calls, providing general information and directing calls to appropriate team members
Provide backup for greeting guests, creating a best-in-class guest experience by providing friendly, courteous service
Keyword: Administrative Assistant
Required Experience:
We are looking for a candidate who has:
- 2+ years of administrative support experience in a professional environment and excellent client service skills
- A high school diploma or equivalent; a Bachelor’s degree is preferred
- Tech savvy with proficiency in Microsoft Office (Outlook/calendaring, Word, Excel, PowerPoint) and Adobe PDF; desire to learn new software applications
- Ability to work independently and collaboratively, completing tasks in a timely manner while maintaining accuracy
- Ability to organize and prioritize workflow in a dynamic work environment
- Willingness and interest in learning basic accounting
Benefits:
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $23 and $25 per hour, plus overtime, an annual bonus, and a generous benefits package, but it can be higher for candidates with additional experience.
As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
- Pay: Competitive base pay - plus annual bonus
- Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 4% of your annual pay
- Stock: Opportunity to purchase equity and become an owner of the firm
- Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
- Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
- Parking: Free parking or transit pass
- Wellness reimbursement
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.
From: Coldstream Wealth Management