Office Manager

Job Description

Are you a polished, personable Office Manager/Administrator looking for a role where you can truly shine? If you enjoy being the central hub of an office—using your administrative skills to create a welcoming experience for clients and colleagues—this could be an excellent next step. It’s also a great opportunity to gain experience in the financial services industry.

You’ll be joining a long-standing team of professionals who have been delivering both tax and wealth management services to clients since 1977. Last year, we proudly joined forces with Coldstream Wealth Management, combining deep expertise with a collaborative, people-focused culture.

In this role, you’ll oversee all front desk operations and serve as the first point of contact for clients—setting the tone with a warm, professional presence. This is an in-office position, Monday through Friday. Start time is flexible, beginning at 7:00, 7:30, 8:00, or 8:30 AM, with a nine-hour workday including a one-hour lunch.

Responsibilities include:

• Provide administrative support, including scanning/saving documents, entering information in our client database, and scheduling/confirming meetings
• Open and close the office daily
• Answer incoming phone calls, provide general information, and direct calls to appropriate team members
• Greet clients, manage parking validation, and provide beverages
• Manage all incoming and outgoing mail and overnight deliveries; occasionally deliver outgoing mailings to post office or UPS
• Monitor client meetings, place lunch orders, and maintain reception area and conference rooms
• Process new client onboarding and account paperwork
• Process completed tax returns for signature and distribution to clients
• Track documents needing signatures through Docusign
  
  

Experience And Skills

• 3 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), Adobe Acrobat and the ability to learn new software
• Excellent organizational and prioritization skills
• Ability to communicate courteously, discreetly and effectively with a wide variety of people
• Ability to complete tasks independently in a timely and efficient manner while maintaining accuracy
  
  

Job Benefits

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, 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 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 16 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 bonusses every 5
  
  

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. 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. The firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com .