GemHarvest Executive Recruiting is hiring: Administrative Assistant in Kennewick

Administrative Assistant / Operations Associate

Overview

Boutique Financial Services firm seeks an Administrative Assistant / Operations Associate to support day-to-day operations and serve as a key point of contact for clients.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Play a central role in client success, ensuring clients feel valued and supported at every step
• Serve as the firm’s first impression by greeting clients, handling incoming calls, and coordinating schedules
• Support client onboarding, account maintenance, and money movement requests with precision and care
• Work closely with advisors and custodians (e.g., Schwab/Fidelity) using tools such as Salesforce and Microsoft Office
• Contribute to a dynamic, high-integrity team with a focus on professionalism, warmth, and attention to detail
• Competitive compensation package ($50,000 – $70,000 base plus bonuses up to $5,000, and excellent benefits)

Requirements

• Bachelor's Degree
• 2+ years of relevant experience in client service or office administration
• Strong organizational and communication skills with a client-first mindset
• Tech-savvy, with familiarity with CRM systems and Microsoft Office Suite
• Positive, proactive attitude with excellent attention to detail

Seniority Level

Associate

Employment Type

Full-time

Job Function

Administrative and Other

Industries

Financial Services and Investment Management

Benefits

401(k)

Medical insurance

Pay

GemHarvest Executive Recruiting provided pay range

This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $70,000.00/yr

Additional compensation types

Annual Bonus