Executive Assistant

Kirkland, WA - USA

Yearly Salary: $ 60000 - 80000

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Summary

This position provides administrative and operational support to Cascade West Group. This role is critical to our member experience and requires a friendly upbeat demeanor. The incumbent supports the daily operations of the practice including but not limited to: answering the phones meeting/greeting members handling/distributing postal mail and practice email ordering supplies utilizing Thrivent Financial computer systems and programs in support of client relations and other administrative tasks as assigned. The Executive Assistant reports to and is employed by Cascade West Group.

This is an in office position at the Cascade West Groups Kirkland Office. Compensation ranges between $ annually dependent upon experience. Benefits include: PTO Holiday Pay Simple IRA with 3% match and bonus eligibility.

Job Description

Position Roles/Responsibilities/Accountabilities

E-mail management for Lead Financial Advisor
Handles incoming telephone calls and responds to requests for information
Manage Sequim and Kirkland Offices including correspondence with property managers
Coordinate staff birthdays and anniversaries
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence reports and special projects typically of a routine nature
Supports projects administration of various programs and processing functions as needed
Partner with marketing Coordinator on various marketing events managing marketing communications going out to clients
Processing Death Claims
Manage event logistics for both in and outside of office
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
Completes other miscellaneous tasks as assigned

Position Qualifications

Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services and Thrivent Financial

Competencies

Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the Cascade West Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of Cascade West Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Required Experience:

SummaryThis position provides administrative and operational support to Cascade West Group. This role is critical to our member experience and requires a friendly upbeat demeanor. The incumbent supports the daily operations of the practice including but not limited to: answering the phones meeting...

Summary

Job Description

Position Roles/Responsibilities/Accountabilities

E-mail management for Lead Financial Advisor
Handles incoming telephone calls and responds to requests for information
Manage Sequim and Kirkland Offices including correspondence with property managers
Coordinate staff birthdays and anniversaries
Performs routine administrative duties such as maintaining office supplies and processing mail
Prepares or coordinates the preparation of routine correspondence reports and special projects typically of a routine nature
Supports projects administration of various programs and processing functions as needed
Partner with marketing Coordinator on various marketing events managing marketing communications going out to clients
Processing Death Claims
Manage event logistics for both in and outside of office
Update the contact management system with client/member contact and preference information
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Provides back-up support on tasks that do not require any type of licensing or registration for other staff members as needed
Completes other miscellaneous tasks as assigned

Position Qualifications

Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of our products and services and Thrivent Financial

Competencies