Senior executive assistant Jobs in Kent, WA

Summary

This position provides administrative support to Approach Path Financial Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to : answering the phones, meeting / greeting members, handling / distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Executive Assistant reports to and is employed by Alan Writer.

This is a part-time position working 2-3 days a week, approximately 25 hours a week. Compensation is $23-30 / hr depending upon experience. This role will be in office in Auburn, and once a month will be in Everett. Licensing growth track available.

Job Description

Position Roles / Responsibilities / Accountabilities

• Handles incoming telephone calls to Approach Path Financial Advisors and responds to requests for information
• Optimizing advisors calendars and schedules
• Performs routine administrative duties such as maintaining office supplies and handling filing
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Handling physical paper files
• Drive client / member facing activity in the practice by scheduling meetings with client / members on behalf of the practice’s Financial Advisors
• Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
• Completes other miscellaneous tasks as assigned

Position Qualifications

Competencies

External / Internal Dependencies

As part of Approach Path Financial Advisors' recruiting / hiring / contracting process, a verification of a candidate's background will be made to complete the hiring / contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.