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!

This position reports to the HR Director and manages all front desk operations, providing a great first impression for 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:

• Create a best-in-class guest experience by providing friendly, courteous service, anticipating guest needs, and maintaining relationships
• Answer incoming phone calls, provide general information, and direct calls to appropriate team members
• Manage all incoming and outgoing mail and packages; occasionally deliver outgoing mail to post office and/or UPS
• Create expense reports for multiple executives
• Process and deposit incoming checks
• Provide administrative support to multiple teams
• Order office and kitchen supplies, ensure items are received, and forward receipts for payment
• Open and close the office daily
• Maintain tidiness and beverage inventory for conference rooms, reception area, and kitchen/break room
• Place lunch orders for client and internal meetings and provide support for on-site events
• Maintain data on team member birthdays and work anniversaries; post announcements to SharePoint
• Serve as a liaison with the building’s facilities staff regarding maintenance and repair services

We are looking for a candidate who has:

• 2 years of office management experience in a professional environment
• A high school diploma or equivalent; a Bachelor’s degree is preferred
• Proficiency with Microsoft Office, including Outlook/calendaring, Word, Excel, and PowerPoint
• Ability to build relationships and provide a warm welcome to a wide variety of people
• Ability to work independently and collaboratively, completing tasks in a timely manner while maintaining accuracy
• Ability to organize and prioritize workflow in a dynamic work environment

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 Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $23 and $25 per hour, plus overtime, an annual bonus, and a generous benefits package, but it can be higher for candidates with additional experience.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: Competitive base pay plus annual bonus
• Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of the firm
• Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
• Parking: heavily subsidized parking or free transit pass
• Wellness reimbursement

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.
From: Coldstream Wealth Management