Office Administrator

It’s a great time to join our close knit and growing, fiduciary wealth management firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we have fun changing lives every day!

As recognized by the Tri-Cities Area Journal of Business and InvestmentNews as a “Best Place to Work for Financial Advisors,” Petersen Hastings Wealth Advisors is a high-energy, collaborative team, with a mentoring culture that focuses on excellence, integrity, and servicing our clients to the best of our ability. If you have a desire to grow in the financial services industry, enjoy being incentivized for exceptional work, and thrive on exceeding the financial needs and goals of our clients, apply today!

Overview

The Office Administrator primarily supports the Director of Administration / Chief Compliance Officer (CCO) and tends to payroll, bookkeeping, general ledger, accounts payable/receivable and other important financial related duties.  This position also supports company operations by maintaining and supporting facilities, phones, benefits administration, compliance, IT, and alerting management to potential operational issues.   

Essential Duties and Responsibilities

• Maintains office services by assisting with office operations and procedures; maintaining corporate filing systems.
• Achieves financial objectives by assisting in preparing an annual budget; scheduling expenditures; preparing payroll; A/P, A/R;  identifying variances; responding to corrective actions.
• Provides historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of corporate records.
• Distributes and compiles surveys on behalf of the firm
• Oversees client invoicing and fee collection.
• Records, classifies, and summarizes financial transactions and events in accordance with Generally Accepted Accounting Principle (GAAP) in Quickbooks.
• Maintains office efficiency by assisting in the implementation of office systems, layouts, and equipment procurement.
• Assists in benefits administration, including group insurance, leave time, and other programs.
• Works with third-party vendors to keep office clean, operational, and running smoothly (g. janitorial staff, machinery upkeep, Fed-Ex, UPS, etc.).
• Assists with day-to-day and periodic operation of the firm’s compliance program.
• Assists employees with basic IT resolutions such as connectivity and hardware resolutions.
• Provides backup to reception functions and coverage.
• Contributes to team effort by accomplishing related results as needed.
• Maintains team approach by assisting and filling in for others.

Prerequisites

Education and Experience

• Associate’s Degree minimum education required. Additional education in Accounting, Finance, Economics, and/or Business preferred. Accounting or bookkeeping certification will be considered as substitute for Associate’s Degree in certain circumstances.
• A minimum of 3 to 5 years progressive professional experience in an area associated with accounting and/or office management duties required.
• Financial Services professional experience strongly preferred.

Skills and Knowledge

• Spirit to serve; detailed, flexible, reliable, genuine concern for client satisfaction.
• Proficiency in Microsoft Office applications.
• Excellent oral communication skills.
• Ability to take initiative on customer service interactions and special projects.
• Knowledge of suing a variety of computer software applications, especially QuickBooks and Paychex.
• Proven experience managing multiple competing priorities.
• Handle detailed work with high degree of accuracy.
• Explain accounting transactions; resolve accounting issues and discrepancies.

Personal and Interpersonal

• Committed to strong values and upholding the highest ethical
• Adhere to strict standard for confidentiality and discretion of all client
• Ability to project a professional image of her/himself and Petersen Hastings to clients, prospects, and other third
• Work well under pressure and willing to contribute to the wider strategic
• Capable of developing partnerships with internal departments and external organizations with clarity, flexibility, and
• Collaborative, able to work with and through

About Petersen Hastings Wealth Advisors

With current offices located in Kennewick and Walla Walla, WA, Petersen Hastings provides financially established individuals with clear and personalized visions of their unique financial futures. The result is a more meaningful wealth management experience because of the connections between the firm, advisor and client.

We do this by utilizing our proprietary client discovery process to dig deeper into each individual situation, always acting only in the best interests of our clients, and by building a team of great advisors through a culture of shared success. For more information about Petersen Hastings, please visit us at: www.PetersenHastings.com.

If you find that you have the above characteristics, we invite you to discuss being a part of our team. Petersen Hastings is an equal opportunity employer. 

Salary : $60,000 - $70,000