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Administrative Assistant
Job Description
OPTI STAFFING IS HIRING!
Administrative Assistant – Wealth Management
Location: Vancouver, WA Area
Pay: $22-$23 per hour
Hours: Full-Time
Who We Are:
Our client is seeking a highly organized and detail-oriented Administrative Assistant to support our Wealth Management team. This role will involve managing day-to-day administrative tasks to ensure smooth operations and excellent client service. The ideal candidate will have strong communication skills, a professional demeanor, and the ability to handle multiple tasks in a fast-paced environment.
What’s In It For You:
What You’ll Do:
The Administrative Assistant for our Wealth Management team will play a crucial role in ensuring the smooth operation of daily activities. This position involves providing high-level administrative support, managing client communications, organizing meetings, and maintaining client records. The ideal candidate will be highly organized, detail-oriented, and possess strong communication skills, with a focus on delivering exceptional client service. This role is perfect for someone looking to contribute to a dynamic team while supporting the growth and efficiency of a wealth management business.
Your key responsibilities will include:
What’s Next?
Click ‘Apply’ or reach out to Daniella 360-553-7221 or Brian at 360-816-2101 or via email at or [email protected] or [email protected] for more details.
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Administrative Assistant – Wealth Management
Location: Vancouver, WA Area
Pay: $22-$23 per hour
Hours: Full-Time
Who We Are:
Our client is seeking a highly organized and detail-oriented Administrative Assistant to support our Wealth Management team. This role will involve managing day-to-day administrative tasks to ensure smooth operations and excellent client service. The ideal candidate will have strong communication skills, a professional demeanor, and the ability to handle multiple tasks in a fast-paced environment.
What’s In It For You:
- Salary: $20-$23 per hour
- Catered lunches: Once a month
- 401k: No matching
- Professional Growth: Opportunities for career growth and advancement within the company
What You’ll Do:
The Administrative Assistant for our Wealth Management team will play a crucial role in ensuring the smooth operation of daily activities. This position involves providing high-level administrative support, managing client communications, organizing meetings, and maintaining client records. The ideal candidate will be highly organized, detail-oriented, and possess strong communication skills, with a focus on delivering exceptional client service. This role is perfect for someone looking to contribute to a dynamic team while supporting the growth and efficiency of a wealth management business.
Your key responsibilities will include:
- Provide administrative support to the Wealth Management team, including scheduling meetings, managing calendars, and preparing materials for client presentations and reviews.
- Assist with client onboarding, ensuring all required documentation is complete and up to date.
- Prepare and maintain client files, ensuring confidentiality and compliance with company policies and regulatory requirements.
- Respond to client inquiries and direct them to the appropriate team members as needed.
- Organize and coordinate client events, meetings, and communications, including follow-up correspondence.
- Assist with account documentation, ensuring all transactions and client records are accurately processed and filed.
- Prepare reports, presentations, and other materials for wealth management professionals.
- Coordinate and manage the office’s daily operations, including supplies, equipment, and office communication.
- Maintain and update internal databases and systems, ensuring all information is accurate and current.
- Provide general office support and collaborate with other departments as needed to ensure smooth business operations.
- Experience: At least one year of industrial experience in sectors such as insulation, structural steel, plumbing, or a related field.
- Customer Service Skills: Excellent phone etiquette and ability to engage customers professionally and courteously.
- Technical Skills: Comfortable with basic office software, including Microsoft Office and customer relationship management (CRM) software. Ability to quickly learn new software tools.
- Organization: Strong organizational and time-management skills, with the ability to handle multiple tasks efficiently.
- Communication Skills: Clear and concise verbal and written communication skills, with the ability to explain product details and processes to customers.
- Problem Solving: Ability to think critically and resolve customer issues quickly and effectively.
What’s Next?
Click ‘Apply’ or reach out to Daniella 360-553-7221 or Brian at 360-816-2101 or via email at or [email protected] or [email protected] for more details.
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Ready to embark on a career adventure in the vibrant job market around Vancouver, Washington? Known for its stunning natural beauty with close proximity to the majestic Columbia River Gorge and the lush Mount St. Helens, Vancouver boasts a perfect blend of urban amenities and outdoor recreation. Dive into the local culture by exploring the Fort Vancouver National Historic Site or catching a performance at the Clark County Historical Museum. With a thriving food scene offering a mix of Pacific Northwest flavors and global cuisines, along with a range of art galleries, theaters, and the gorgeous Esther Short Park in the heart of downtown, Vancouver, WA is the ideal place to grow both personally and professionally. Explore our job opportunities now and make your next career move in this enchanting region!