Financial Services Administrative Assistant

Job description

Classification
Full-time office administrator/assistant. Or Part-time but at least 30 hours a week.

JOB DESCRIPTION

Summary/Objective

U&T Financial is seeking an office administrator/assistant. This is a great opportunity for those especially interested in financial services. Training in financial planning software will be provided. This is a full-time position, with a starting offer of $28/hour.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Assist in the reception area to ensure effective telephone and email communications both internally and externally to maintain professional image.

Participate as needed in special department projects.

Provide support for financial advisors.

Confidential financial data entry in compliance with fiduciary and FINRA rules and regulations.

Generate client reports and financial plans as needed.

Requirements

• Strong written and verbal communication
• Proficiency with Microsoft Office (Outlook, Excel, Word)
• Strong computer skills
• Korean language skills preferred but not required
• Minimum 1 year experience in office administrator/assistant role
• Minimum 1 year experience working in the financial industry
• Bachelor's degree (required)

Competencies

• Critical Thinking
• Technical Capacity
• Business Acumen
• Communication Proficiency
• Ethical Conduct
• Problem Solving/Analysis.
• Organization

Work Environment & Physical Demands

This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Expected Hours of Work

Normal business hours for U&T Financial are Monday-Friday 8:30AM-4:30PM

AAP/EEO Statement

U&T Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, U&T Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

U&T Financial expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of U&T Financial’s employees to perform their job duties may result in discipline up to and including discharge.

Job Types: Full-time

Pay: starting at $28.00 per hour

Expected hours: 40 per week

Benefits:

• Health insurance
• Paid time off
• Other

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Job Type: Full-time

Pay: From $28.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Referral program
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Financial services: 1 year (Required)
• office administrative: 1 year (Required)

Language:

• Korean (Preferred)

Ability to Commute:

• Seattle, WA 98125 (Required)

Work Location: In person

Salary : $28