Executive Assistant – Bellingham, WA

I. MISSION

An Executive Assistant at Transformational Advisory Group, Bellingham location, is an integral part of our team serving as the true connection between our clients, support team, and Wealth Advisors. This great communicator, influencer and enthusiastic person will support Transformational Advisory Group’s culture, vision, and team spirit are built upon our values which are:

• Grace & Empathy

• Generosity & Gratitude

• Passion & Excellence

• Integrity & Pride

We focus on these values in how we act, what we do, and who we serve our clients.

The key role of this position is to engage and support the overall success of many different projects and initiatives and by working side-by-side with our VP - Wealth Managers and support team. The Executive Assistant focuses on client success, communication coordination, marketing activities, and project managing assignments. This individual enjoys and excels at delighting clients, fulfilling administrative responsibilities, coordinating office/client events.

This position requires a pro-active approach and an ability to independently carry out the duties of the position. The ideal candidate will exhibit high standards, excellent communication skills, good judgment, and an ability to take initiative, and prioritize daily tasks. The ability to effectively manage time and multi-task with attention to detail is critical to this role.

This is a part-time position, Monday – Thursday, 11am – 5pm (30 min lunch) or 12pm – 5pm (no lunch)

Pay is hourly, and depends on experience

Candidate would still be eligible to participate in the 401k plan

No benefits are offered at this time

Possibility of the role evolving into a full-time position in the future

ESSENTIAL RESPONSIBILITIES

Core Engagement

· Provides administrative support as needed: answers calls, manages contacts, manages schedules, types correspondence, produces reports, takes notes and creates presentation materials for the VP - Wealth Advisor.

· Ensures phones and visitors are answered promptly and professionally

· Provides a "gatekeeper" and "gateway" role, for access to the VP-WM

· Take notes in meetings

· Occasionally support other professional staff & colleagues

· Manages day-to-day facility needs to ensure the office operates effectively and efficiently

· Conducts other administrative related tasks and projects, as needed

· Send outbound paperwork to clients using USPS or FedEx, dependent upon request

Client Engagement

· Utilize client relationship management (CRM) to manage client relationships, contact, and meeting schedule

· Support Client Prep meetings, ensuring team is ready and prepped for upcoming client meetings

· Speak with clients daily to answer questions or to present them with a “touch-base”

· Personal client contact via phone (relationship enhancement)

· Respond to client service needs or request, or direct to appropriate member of the firm

· Build and maintain client relationships by providing excellent service and ensuring that client expectations are exceeded on a daily basis

III. POSITION SPECIFICATIONS
Experience and Education:

· A bachelor’s degree and/or related work experience

· Ideally 2 years of experience in a financial services firm

· Experience working is client service

· Research, review, and editing skills preferred

· FPQP certification (Financial Planning Qualified Paraplanner) encouraged

· Experience working with various custodial platforms

Skills and Knowledge:

· Excellent communication skills (verbal, written and listening)

· Knowledge of wealth management operations, regulations, compliance, and oversight preferred

· Demonstrates personal integrity, honesty and can deal with confidential information daily

· Ability to handle stress in an ever-changing professional environment

· Interest in financial services

· Excellent time management

· Strong organizational skills

· Ability to prioritize multiple tasks and anticipate potential problems

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 20 – 25 per week

Benefits:

• 401(k)
• Flexible schedule

Ability to Relocate:

• Bellingham, WA 98225: Relocate before starting work (Required)

Work Location: In person