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Posted: Wednesday, June 28, 2017 2:03 AM

Job Description:/h3:
Looking for Long Term Part:Time Assistant for a Team of Two Financial Advisors
The Assistant will support a team of Financial Advisors that work for a highly successful Financial Institution located in Bellevue, WA., Handling a wide range of administrative and executive support related tasks while being proactive, resourceful and efficient, with a high level of professionalism and confidentiality.
Responsibilities include:
:Provides organizational support to 2 successful Financial Advisors. : including: managing the their schedule; handling incoming calls; greet and assist clients; scheduling meetings and developing agendas.
:Supports Financial Advisors with applications
:Work on Marketing projects and assignments as assigned by the Team.
Ideal candidates will have:
:2+ years of work experience, preferably in a similar senior administration role and highly professional environment.
:Strong organizational skills with the ability to work under pressure on concurrent projects. Extreme attention to detail and quality. Ability to proofread and QC documents.
:Excellent verbal and written communication skills. Ability to take direction and in turn write, edit, and proof professional written communications.
:Excellent project management skills.
:Strong proficiency with Microsoft Office (Outlook, PowerPoint, Excel, SharePoint, OneNote).
:Ability to be discreet and handle highly sensitive and confidential information.
:High degree of professionalism. Shows a passion for excellence and is committed to quality results.
:Ability to professionally communicate and interact with company employees and external parties at any level.
:Maintains calm demeanor and ability to address project issues in stressful situations.
:Demonstrates values and attributes that inspire respect, trust, and confidence.
:Leads by example and holds self:accountable for assigned deliverables.
:Ability to solve routine problems with limited to no direction.
:Sales Force and Outlook a plus.
:Undergraduate degree or college diploma preferred or 2 Years related experience.
All Applicants must Reside in Bellevue, WA or surrounding area.
Company Description:/h3:
We have partnerships with Financial Institutions and Insurance companies throughout various regions and collaborate with them to find candidates that fit their specific candidate profiles and culture for placement.


• Location: Seattle

• Post ID: 50032403 seattle is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017