Job Description

Join this highly ranked wealth management firm as you support a team of senior financial advisors with day to day operational and administrative tasks. Work closely with clients and advisors on opening new accounts, revisions, reviewing account information and be the first point of contact for client questions. Assist as they maneuver through the client portal regarding their portfolio. Excellent client service skills are essential as is a desire to learn and grow your career in the financial sector. Strong potential for growth within as the company grows.

Responsibilities for the Administrative Assistant- Client Service

  • Account management tasks
  • Interface with clients to support and service including requests for information regarding their accounts.
  • Provide superior customer service to the internal team by preparing reports, analysis and updates in a timely manner.

Desired requirements for the Administrative Assistant – Client Service

· 2 years’ operations/administrative experience in the finance or a closely related sector of business

· BA or BS in a related business area

· Excellent attention to detail, strong Excel, and Salesforce a plus

· Clear and concise communication skills, patient and polite

· Great written communication skills

Compensation for the Administrative Assistant- Client Service to $60K

Take advantage of immediate 100% paid benefits, generous PTO, matched 401k, and excellent long term career potential as they have an active “promote from within “policy.

To apply, please attach a copy of your resume.

Business Talent Solutions helps you find the right fit for your next career move. We are the Northwest Leading Direct Hire Firm servicing Seattle, Bellevue, Eastside, South King and North Pierce County areas. Never a fee to you!

The Recruiters at Business Talent Solutions have specialized in direct hire placement for over 30 years and work with the Puget Sound region’s most established firms. To view more listings please visit

Job Type: Full-time

Pay: Up to $60,000.00 per year