Administrative Assistant - Coldstream Wealth Management
Kirkland, WA 98033
About the Job
Job Descriptions:
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
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
Keyword: Administrative Assistant
From: Coldstream Wealth Management
Source : Coldstream Wealth Management