• Administrative Assistant - Lacey Branch

    O Bee Credit UnionOlympia, WA

    Job #512213966

  • Administrative Assistant needed for an established financial advisor practice. We are looking for a professional who prioritizes accuracy, reliability and speed in daily tasks, and can interact comfortably on the phone and in person with clients. Client services is a top priority of this position, and the candidate will have responsibilities pertaining to both the operational flow of paperwork as well as the organization of the client service schedule.

    Attention to detail and the ability to multi-task are essential skills for our industry. In addition, the successful candidate must express themselves effectively both in writing and verbally and present a professional demeanor when working with clients. It also helps to have a good memory in the financial services industry, because of the need to track so much paperwork. We stay conscious of our own integrity, adaptability and service orientation; we would hope that the person who joins our team also sees these values as important.

    One of the challenges of this position is managing the completion and submission of forms and applications. It takes a lot of organization and follow-through to stay on top of it. Although you will receive hands-on support and training, you will also need to maintain your own understanding and self-educate yourself on the company intranet and review content, locate resources and apprise yourself of new procedures and policies on an on-going basis. You should also have a better-than-basic knowledge of everything Microsoft Office.

    Possessing an associate's or bachelor's degree is highly preferred

    At least 1 year experience in an office setting, in the financial field, or in a supervisory role is also highly preferred.

    This position is full-time. Wage range is dependent on experience. If this sounds like an environment you can thrive in, please send us your resume (attached as a Word Document please) with a cover email to the attention of Lito at ~~~. Also, please use your last name somewhere in your resume's file name.

    One last thing'please be aware we will initially be responding to your submission by email, so please keep your eyes open for an email from ~~~ with Administrative Assistant in the subject line. We look forward to hearing from you!

    Administrative Assistant needed for an established financial advisor practice. We are looking for a professional who prioritizes accuracy, reliability and speed in daily tasks, and can interact comfortably on the phone and in person with clients. Client services is a top priority of this position, and the candidate will have responsibilities pertaining to both the operational flow of paperwork as well as the organization of the client service schedule.

    Attention to detail and the ability to multi-task are essential skills for our industry. In addition, the successful candidate must express themselves effectively both in writing and verbally and present a professional demeanor when working with clients. It also helps to have a good memory in the financial services industry, because of the need to track so much paperwork. We stay conscious of our own integrity, adaptability and service orientation; we would hope that the person who joins our team also sees these values as important.

    One of the challenges of this position is managing the completion and submission of forms and applications. It takes a lot of organization and follow-through to stay on top of it. Although you will receive hands-on support and training, you will also need to maintain your own understanding and self-educate yourself on the company intranet and review content, locate resources and apprise yourself of new procedures and policies on an on-going basis. You should also have a better-than-basic knowledge of everything Microsoft Office.

    Possessing an associate's or bachelor's degree is highly preferred

    At least 1 year experience in an office setting, in the financial field, or in a supervisory role is also highly preferred.

    This position is full-time. Wage range is dependent on experience. If this sounds like an environment you can thrive in, please send us your resume (attached as a Word Document please) with a cover email to the attention of Lito at ~~~. Also, please use your last name somewhere in your resume's file name.

    One last thing'please be aware we will initially be responding to your submission by email, so please keep your eyes open for an email from ~~~ with Administrative Assistant in the subject line. We look forward to hearing from you!

    Updated 10/20/2017