What are the responsibilities and job description for the Administrative Assistant position at Saturna Capital?
Saturna Capital is seeking an Administrative Assistant to manage the front desk area at our downtown Bellingham office. This is a dynamic role offering exposure to a variety of administrative functions and is a great opportunity for individuals looking for an entry-level position in the financial services industry. This role is responsible for supporting our customers by taking inbound calls, as well as providing administrative support to the Investor Services Department. We are looking for a motivated individual who is a self-starter with strong interpersonal skills. You will have dedicated time to focus on growth and career development in preparation for more senior roles within the company. This position includes paid training and support for industry requisite exams.
Location: Bellingham, WA – on site
Starting wage range: $23.08 – 26.44 per hour (DOE)
Primary duties include:
- Providing customer service support to current and prospective clients via telephone or written communication
- Performing administrative tasks, such as reconciling accounts and other related activities in the Investor Services Department
- Creating a hospitable and welcoming environment for all clients, guests and employees
- Collaborating on special project teams and completion of assigned tasks in a timely manner
- Providing assistance to other departmental staff, as needed
Our Employee Benefits package includes:
- Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees, 50% dependents.
- Health Savings Account, Employee Assistance Program, regular Wellness activities
- 401k with generous match
- Profit sharing and annual performance bonuses and holiday bonuses
- 11 personal and 10 vacation paid days following first year of service
- 10 paid holidays (per NYSE holiday schedule)
- Paid Parental, Bereavement and Jury Duty leaves
- Up to $2,000 per month in childcare/tuition assistance
- Adult continuing education and professional development assistance
- Home-buyer or home improvement loan assistance program
- Free YMCA gym membership
- Free WTA bus pass
- Ski-lift ticket reimbursement program
Requirements:
- Bachelor’s degree or equivalent combination of education and experience
- Previous customer service experience
- Obtain FINRA SIE, Series 7, and Series 63 within first 9 months of employment
- Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check.
Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds, a variety of private clients, and pooled investment funds. With an emphasis on sustainability, ongoing education, and overall employee wellness, Saturna aspires to be a best place to work in Bellingham, WA.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify.
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center
Salary : $23 - $26
