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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.