Associate

Our client located in Bellevue, WA is looking for an Associate to join their team.

Pay: $70,000 - $72,500 Bonus

Hybrid: 3 days/week in office

Great Benefits

The Associate will be apart of the Client Advisory team and provides assistance to this team in all manner of client service and daily operations, as well as administrative duties and special projects.

Job Responsibilities:

• Provide administrative support to Client Advisory Team through preparation of custodian paperwork ranging from: opening client accounts, facilitating IRA distributions, setting up power of attorney, wiring money etc.
• Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
• Act as information provider to accountants, banks, investment managers and other professionals also supporting clients.
• Due to the required expertise in all client administrative matters, this role may serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
• Enjoy learning and growing and be motivated to take on new challenges.

Qualifications:

• Bachelor’s degree. 5 years prior experience in Client Operations and/or Administration and past full- time office experience is required.
• Ability to instill a sense of trust and confidence
• Evidence of being a team player and supportive colleague with strong interpersonal skills
• Possess strong analytical, quantitative, problem-solving, client service, and verbal/written communication skills
• Detail-orientation and understanding of time-sensitive issues are extremely important
• Intermediate knowledge of PC and Microsoft Office suite skills, with an emphasis in Excel
• Excellent planning and organizational skills with ability to prioritize competing demands
• Present a positive attitude and demonstrate initiative in all aspects of the position