Top 34 Crm administrator Jobs in Spokane, Wa

Senior Office Administrator
Merit Financial Advisors —Spokane, WA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Paid holidays
Quick Apply
Student Recruitment Manager
Community Colleges of Spokane —Spokane, WA
- $73,516 - $83,103 a year
- Overtime
- Background check
- School experience
- High school
- Disability insurance
- Dental insurance
3d
Executive Director
Cogir of North Spokane —Spokane, WA
- $125,000 a year
- Weekends as needed
- Nursing
- 5 years
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
4d
Sales Enablement Manager
OpenEye —Spokane, WA
- $100,000 - $130,000 a year
- Email
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
3d
ServiceNow AI Senior / Lead Developers - Remote working USA or Canada - USC/GC or Canadian Citizen
Platform 6 Ltd —United States
- Contract
- Remote
- 8 years
- Experience equivalent to degree accepted
- Senior level
Quick Apply
1d
Senior Salesforce Engineer
Brooksource —United States
- $65 - $75 an hour
- Full-time
- Remote
- Background check
- 5 years
- Senior level
- Health savings account
- Paid holidays
Quick Apply
9d
ServiceNow Lead ITAM Technical Architect / Consultant - Remote working USA or Canada
Platform 6 Ltd —United States
- Contract
- Remote
- Senior level
- Communication skills
Quick Apply
3d
Salesforce CPQ Developer - Hybrid working Santa Clara, CA, USA - USC or GC Holder
Platform 6 Ltd —United States
- $70 - $85 an hour
- Contract
- Software troubleshooting
- Salesforce
- DevOps
Quick Apply

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Student Recruitment Manager
Community Colleges of Spokane —Spokane, WA
In collaboration with the Director of Community Outreach and Dual Enrollment, develop the college’s strategic marketing and recruitment plan, reflecting…
$73,516 - $83,103 a year
3d
Conference and Event Manager
Washington State University —Spokane, WA
Must have, or be able to obtain by time of hire, a valid driver’s license and meet requirements in accordance with SPPM 7.10 and departmental driving standards.
$4,508.70 - $6,199.47 a month
5d

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Copper Run Capital LLC —Columbus, OH
We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability,…
12d
Enrollment Administrator - Customer Support for Learning and Development
Lifted, an Upwork Company™ —Columbus, OH
Call Management: Handle a high volume of inbound calls while meeting outbound call expectations, such as follow-ups and enrollment updates.
Quick Apply

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Senior Office Administrator

Merit Financial Advisors -
Spokane, WA

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Confidential information handling
Microsoft Excel
Microsoft Outlook

Full Job Description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The position:

The Senior Office Administrator plays a critical role in supporting the daily operations of a high-performing wealth management office. This position ensures the smooth functioning of administrative workflows, maintains a professional and welcoming environment, and provides direct support to advisors and internal teams. The ideal candidate is highly organized, proactive, and capable of managing multiple priorities with discretion and professionalism.

Responsibilities:

Serve as the primary point of contact for office coordination and administrative support.
Greet clients and visitors warmly; maintain a professional and hospitable front office environment.
Answer and route incoming calls appropriately; manage voicemail and follow-up tasks.
Schedule internal meetings and client reviews using Salesforce workflows; coordinate priorities with advisors and update systems accordingly.
Manage conference room calendars and ensure meeting spaces are prepared and maintained.
Track and follow up on action items from client review meetings in coordination with advisors and Client Service team.
Liaise with building management for office maintenance and service requests.
Coordinate repairs and servicing of office equipment with external vendors.
Support internal event planning and hospitality arrangements for meetings and team gatherings.
Assist with branch compliance files
Help coordinate technology needs of the branch
Process and send client gifts upon request from team members.
Assist with special projects and operational initiatives as assigned by leadership.

Salary + Benefits:

Competitive, based on experience
Medical Insurance
Dental/Vision Insurance
Life & Personal Accident Insurance
Short-term Disability Insurance
Long-term Disability Insurance
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
401(k) Plan with company matching
Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.

Requirements:

Qualifications:

Minimum 3–5 years of administrative experience, preferably in financial services or wealth management.
Strong organizational and multitasking skills with attention to detail.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); experience with Salesforce or similar CRM systems preferred.
Excellent verbal and written communication skills.
Professional demeanor with an energetic and welcoming personality.
Ability to maintain confidentiality and act with integrity.
Experience supporting leadership and managing office operations is a plus

Quick Apply

Refine Your Search

crm administrator jobs in spokane, wa

Senior Office Administrator

Student Recruitment Manager

Executive Director

Sales Enablement Manager

ServiceNow AI Senior / Lead Developers - Remote working USA or Canada - USC/GC or Canadian Citizen

Senior Salesforce Engineer

ServiceNow Lead ITAM Technical Architect / Consultant - Remote working USA or Canada

Salesforce CPQ Developer - Hybrid working Santa Clara, CA, USA - USC or GC Holder

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