What are the responsibilities and job description for the Office Manager position at Coldstream?
Job Description
Coldstream Wealth Management is looking for an organized, outgoing Office Manager/Administrator to support two teams at one of our Seattle offices. If you’re interested in learning about wealth management while providing exceptional client service, this could be the perfect next step in your career!
You’ll manage the front desk and administrative operations for the office, reporting to the HR Director in Bellevue. Work hours are on-site 7:00 AM to 4:00 PM, Monday through Friday, with an hour for lunch.
Responsibilities include:
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 $55,000 and $65,000 per year plus an annual bonus and a generous benefits package.
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:
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.
Coldstream Wealth Management is looking for an organized, outgoing Office Manager/Administrator to support two teams at one of our Seattle offices. If you’re interested in learning about wealth management while providing exceptional client service, this could be the perfect next step in your career!
You’ll manage the front desk and administrative operations for the office, reporting to the HR Director in Bellevue. Work hours are on-site 7:00 AM to 4:00 PM, Monday through Friday, with an hour for lunch.
Responsibilities include:
- Process new client and account paperwork
- Deposit incoming checks
- Provide administrative support, including scanning/saving documents, entering information in our client database (Salesforce), and scheduling/confirming client meetings
- Prepare, mail, and track birthday, anniversary, and holiday cards and gifts
- Assist two team leads with expense reporting
- Assist with event planning
- Open and close the office daily
- Answer incoming phone calls, provide general information, and direct calls to appropriate team members
- Greet visitors, manage parking validation, and provide beverages
- Manage all incoming and outgoing mail; occasionally deliver outgoing mail to post office or UPS
- Monitor client meetings, place lunch orders, and maintain reception area and conference rooms
- Order office and kitchen supplies and manage annual supply budgets
- Keep kitchen organized and neat, including running and unloading the dishwasher daily and cleaning out refrigerator items weekly
- Arrange for service of office equipment as needed
- Revise office procedures manual as needed
- 2 years of administrative experience in a professional office environment
- High school diploma or equivalent; Bachelor’s or Associate’s degree is preferred
- Proficiency with Microsoft Office (Outlook/calendaring, Word, Excel) and Adobe Acrobat and the ability to learn new software
- Ability to communicate courteously, discreetly, and effectively with a wide variety of people
- Ability to work independently, completing tasks in an efficient manner while maintaining accuracy
- Excellent organizational and prioritization skills
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 $55,000 and $65,000 per year plus an annual bonus and a generous benefits package.
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 salary 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: Time off starts at 20 days per year, 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, plus documented career paths and a formal mentoring program
- Parking: heavily subsidized parking or free transit pass
- Wellness reimbursement
- Paid sabbaticals every 10 years and anniversary bonuses every 5
- Paid Parental Leave
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.
Salary : $55,000 - $65,000