What are the responsibilities and job description for the Administrative Assistant position at GemHarvest Executive Recruiting?
Administrative Assistant / Operations Associate
Boutique Wealth Management Firm
Kennewick, WA
Overview
Boutique Financial Services firm seeks an Administrative Assistant / Operations Associate to support day-to-day operations and serve as a key point of contact for clients.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Play a central role in client success, ensuring clients feel valued and supported at every step
- Serve as the firm’s first impression by greeting clients, handling incoming calls, and coordinating schedules
- Support client onboarding, account maintenance, and money movement requests with precision and care
- Work closely with advisors and custodians (e.g., Schwab/Fidelity) using tools such as Salesforce and Microsoft Office
- Contribute to a dynamic, high-integrity team with a focus on professionalism, warmth, and attention to detail
- Competitive compensation package ($50,000 – $70,000 base plus bonuses up to $5,000, and excellent benefits)
Requirements
- Bachelor's Degree
- 2 years of relevant experience in client service or office administration
- Strong organizational and communication skills with a client-first mindset
- Tech-savvy, with familiarity with CRM systems and Microsoft Office Suite
- Positive, proactive attitude with excellent attention to detail
Salary : $50,000 - $70,000
