Administrative Assistant - Financial Industry

Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.

Spokane, WA

509 Wealth Management

LPL Financial

Full-time M-F

\*\*About Us:\*\*

509 Wealth Management is/has been a leading advisory practice in the financial industry. With over 25 years in the business we are dedicated to providing exceptional service and innovative solutions to our clients. We value professionalism, integrity, and teamwork, and we are looking for a motivated Administrative Assistant to join our dynamic team.

\*\*Position Overview:\*\*

We are seeking an organized and detail-oriented Administrative Assistant to support our team with a variety of administrative tasks. The ideal candidate will have experience in an administrative role, possess excellent multitasking abilities, and be proficient in Microsoft Word and other office software.

\*\*Key Responsibilities:\*\*

- Provide administrative support to management and staff, including scheduling meetings, preparing documents and executing client requests.

- Assist in the preparation of reports, presentations, and correspondence.

- Maintain organized filing systems and ensure timely retrieval of documents.

- Manage phone calls, emails, and other communications in a professional manner.

- Handle client inquiries and ensure a high level of customer service.

- Support the team in project management and various ad-hoc tasks as needed.

\*\*Qualifications:\*\*

- Previous experience in an administrative role, preferably within the financial industry.

- Strong proficiency in Microsoft Word and other office applications (Excel, PowerPoint).

- Excellent organizational skills and the ability to multitask in a fast-paced environment.

- Strong written and verbal communication skills.

- Attention to detail and a proactive approach to problem-solving.

- Ability to work both independently and collaboratively within a team.

\*\*What We Offer:\*\*

- Competitive salary and benefits package.

- Opportunities for professional development and growth.

- A collaborative and supportive work environment.

\*\*How to Apply:\*\*

If you are a proactive and detail-oriented individual looking to contribute to a dynamic team in the financial industry, we would love to hear from you! Please submit your resume and a cover letter!

\*\*509 Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.\*\*

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits: * Health insurance * Paid time off * Retirement plan * Vision insurance

Experience: * Customer service: 1 year (Required) * Organizational skills: 1 year (Required)

Ability to Commute: * Spokane, WA 99201 (Required)

Ability to Relocate: * Spokane, WA 99201: Relocate before starting work (Required)

Work Location: In person