Are you interested in being part of a team that empowers people to make a difference in their community or the world? We are changing the way financial planning is done! We are passionate about giving back and helping to spark our clients' own philanthropic plans. We help our clients discover their purpose and structure large financial gifts that create a legacy beyond what they ever dreamed possible.
If you are looking for a company where you too can help make a difference in the world then join our team and growing company. We are a small boutique financial planning firm in Bellevue with an emphasis on sustainability. Most of our clients possess our same values and are progressive. We have a culture that focuses on job descriptions tailored to each team members’ unique strengths to create an environment where you’re able to self-manage, grow beyond your current skills and be a valuable part of our team.
We work with business owners, executives and retirees to help them with estate and financial planning. Like our clients, we live involved and enthusiastic lives. We have meaningful relationships with our clients and team members and are active in our communities. We believe in and support personal and professional growth.
For this position, you must:
- have the ability to prioritize, self-manage and track projects
- get enjoyment in working with clients on the phone and in person while assisting them with service needs
- be a team player
- have a sense of humor
- be detail-oriented
- be self-motivated
- take direction when needed
- have excellent communication skills – written and verbal
- handle last minute deadlines
Key responsibilities include:
- marketing assistance
- administrative functions - light reception, filing, copying, scanning
- proficient use of Word, Excel, PowerPoint
- client event coordination
- customer service for clients
- preparation of presentations, brochures, articles and newsletters
- management of our social media, including LinkedIn and videos uploaded to our website
- coordination of central calendar online and in office
- management of database (Redtail)
- supply procurement
We are growing and there is room to advance. Your drive, enthusiasm and problem solving skills will be rewarded. Please submit your resume, cover letter explaining what you feel your strengths are and what you’re looking for in an employer, and any social media links to your pages (LinkedIn, Facebook, Blogs, etc.). A college degree or evidence of continued education is required. Salary is dependent on experience.
Job Types: Part-time, Full-time
Pay: $50,000.00 - $58,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Able to pass background check for securities industry?
Education:
Experience:
- Administrative: 3 years (Preferred)
Work Location: In person
