Coldstream Wealth Management

Compensation

Full Description

Job Description: Are you looking for an opportunity to utilize your administrative skills in a part-time position that fits into the other aspects of your life? If so, Coldstream Wealth Management might have the perfect role for you! Hours are 10:00 AM to 2:00 PM, Monday through Friday at our Bellevue office on the edge of downtown. Responsibilities include: • Create a best-in-class guest experience by providing friendly, courteous service, anticipating needs, and establishing client relationships • Answer incoming phone calls, provide general information, and direct calls to appropriate team members • Manage all incoming and outgoing mail and packages • Create expense reports for multiple executives • Process and deposit incoming checks • Order office and kitchen supplies, ensure items are received, and forward receipts for payment • Maintain tidiness and beverage inventory for conference rooms, reception area, and kitchen/break room • Place lunch orders for client and internal meetings and provide support for on-site events Experience and Skills: • 2+ years of office administration experience in a professional environment • A high school diploma or equivalent; an Associate's or Bachelor's degree is preferred • Proficiency with Microsoft Office (Outlook/calendaring, Word, Excel, and PowerPoint) and Adobe • Ability to build relationships and provide a warm welcome to a wide variety of people • Ability to work independently and collaboratively, completing tasks in a timely manner while maintaining accuracy Job Benefits: 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 Bellevue, Seattle, Mercer Island, Kirkland, Portland, Bend, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com. 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 $23 and $25 per hour, 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 pay plus annual bonus • 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: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work (all prorated for part-time hours) • Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program • Parking: heavily subsidized parking or free transit pass • Wellness reimbursement • Paid parental leave • Anniversary bonuses every 5 years and paid sabbaticals every 10 years 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. From: Coldstream Wealth Management