Administrative Assistant​

Position Description

 

Title: Administrative Assistant
Location: Mercer Island, WA
Status: Full-Time
Pay Range: DOE

Job Summary​​

 

The candidate will assist the Client Services Associates and Advisors with various administrative tasks and procedures. This position will use a variety of computer programs including CRM, Microsoft Office, and custodian platforms.

Duties & Responsibilities

 

  • Assists Client Services Associates with various tasks

  • Scanning, faxing and filing of paperwork

  • Paperwork processing and follow-up

  • Assist with onboarding new advisors and clients

  • Maintain all client and advisor files in orderly manner

  • Perform data entry tasks

  • Answer telephone calls

  • Other duties not previously listed

Qualifications & Education Requirements

 

  • Bachelor’s degree from an accredited college or university preferred

  • Previous administrative experience in a financial environment preferred

  • Proficient in Microsoft office programs

  • Solid strategic thinking and problem solver

  • Strong organization skills

  • Excellent communication and interpersonal skills

  • Ability to work efficiently under pressure

  • Detail-oriented

  • Possess a high level of professionalism, confidentiality, discretion and judgment.

Northwest Asset Management is an Equal Opportunity Employer

NWAM, LLC dba Northwest Asset Management is an SEC Registered Investment Adviser.