Administrative Assistant

Job Description

Administrative Assistant

Location : Tacoma, Washington - Onsite

Contract Length : 12 months.

We at Raise are hiring an Administrative Assistant for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand.

We’re hiring right now; if you’re interested, apply below for your chance to join a great place to work.

Responsibilities :

• Client Associate functions. Helping support unaligned advisors and back up other associates with a lot of coverage.
• On site in Branch.
• Answer and screen telephone calls and direct messages and calls to appropriate person.
• Review and sort incoming mail, deliver to appropriate person.
• Make domestic and international travel arrangements and schedule appointments as needed.
• Coordinate meetings (setting up conference calls, scheduling meeting rooms, arranging reservations / catering, etc.).
• Manage calendar including scheduling meetings, rooms and appointments.
• Track expenses and manage corporate credit cards.
• Perform other administrative duties including filing, photocopying, faxing and ordering and maintaining office supplies, office relocations, phone, computer service.
• Gather information and conduct research as required.

Must-have Skills :

• 1-4 years of Admin Experience.
• Basic industry and business function knowledge.
• Helpful is trading software, Financial software.

Nice-to-have Skills :

Wealth Management or Financial Services experience.

Skills & Competencies :

• Verbal and written communication skills, multi-tasking, customer service skills and interpersonal skills.
• Ability to work independently and manage time efficiently.
• Ability to keep information organized and confidential.
• Expert of computer applications, such as Microsoft Word, Excel, Outlook and PowerPoint.
11 hours ago