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Coldstream Wealth Management is looking for an engaging, polished Office Manager/Administrator to support our clients and team at our Bellevue office. This is a great opportunity to utilize your administrative skills and learn about the financial services industry!
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Bellevue, Seattle, Mercer Island, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
This position reports to the HR Director and manages all front desk operations, interacting with team members, clients, visitors, and vendors. Work hours are on-site 7:00 AM to 4:00 PM, Monday through Friday, with one hour for lunch.
Responsibilities include:
We are looking for a candidate who has:
Coldstream provides a team-oriented, supportive culture where you can learn and develop – and we offer a full package to meet your needs:
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.
Full Time
$72k-97k (estimate)
04/22/2023
05/04/2024
coldstream.com
Bellevue, WA
100 - 200
The following is the career advancement route for Office Manager/Administrator positions, which can be used as a reference in future career path planning. As an Office Manager/Administrator, it can be promoted into senior positions as an Office Manager, Senior that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Office Manager/Administrator. You can explore the career advancement for an Office Manager/Administrator below and select your interested title to get hiring information.