Prince Financial Services is hiring: Administrative Assistant in Seattle

Prince Financial Services is a well-established Wealth Management firm based in Seattle, WA, committed to delivering high-end, comprehensive financial planning and investment services. Our team-oriented environment fosters collaboration, integrity, and professional growth. We are currently seeking an organized, detail-oriented, and customer-obsessed Administrative Assistant to support our growing team and help deliver an exceptional client experience.

Position Summary

The Administrative Assistant plays a critical role in keeping the firm organized, optimized, and ensuring our clients receive exceptional support. The ideal candidate has experience scheduling, interacting with clients and customers at a high level, and supporting teams with a wide range of needs. This role will interact with clients regularly, optimize calendars for advisors, and support the team with a wide range of tasks. A passion for providing great experiences, collaboration, and positive, strong communication skills are required.

Responsibilities and Duties

Client Scheduling & Support

• Schedule client meetings – Work with advisors to schedule and manage calendars and coordinate meetings with clients. Will be responsible for balancing and managing schedules of multiple individuals.
• Order and coordinate client gifts – Order and coordinate gifts for birthdays, holidays, special occasions, etc. Assist with ideation of creative and thoughtful gift ideas for clients.
• Ownership of firm phone line – Responsible for answering calls and managing voicemail to route to team and advisors accordingly.
• CRM maintenance – Assist with the maintenance and updating of the CRM.
• Client outreach – Assist with client outreach via phone calls and emails. Strong communication skills are necessary.
• Newsletter Management – Own the coordination and sending of firm newsletters and similar mass communications.

Team Coordination

• Coordinate and schedule all exec meetings, leadership meetings, and firm-wide meetings.
• Plan team building events, meetings, and celebrations.
• Manage team event calendars (birthdays, anniversaries, etc.).
• Execute office tasks needed, including but not limited to ordering food, office supplies, mail organization, document management (signatures, fax, etc.).
• Manage facility tasks for the team, such as building parking passes.
• Maintain Advisor Licensing and registrations.
• Maintain computer status/order computers and technology for teammates.

Client Events

• Execute planning and coordination of advisor and client events. This may require communication and collaboration with events/locations, sending and managing invites, and managing the day-of event experience.

Potential Additional Support Areas

• Support marketing execution tasks as needed (schedule webinars, execute content publications, etc.).
• Support Operations team as backup for operations tasks as needed.
• Help maintain a professional and organized office space for the team and clients.

Required Skills

• Strong organizational and time management skills, excellent communication and interpersonal abilities, and problem-solving skills.
• The ability to effectively multi-task and prioritize while maintaining a highly varied workload.
• 5 years of previous experience as an administrative assistant, office manager, executive assistant, or scheduler.
• Ability to execute high quality written and verbal correspondence with clients as well as within the firm.
• Strong attention to detail with the ability to work with a high degree of accuracy.
• Experience with Microsoft Office.
• Experience managing and operating in a Customer Relationship Management (CRM) system.
• High school diploma.

Preferred Qualifications

• Previous experience working in wealth management or financial services.
• Previous administrative assistant experience supporting and scheduling for financial advisors.

What We Offer

• $30‑$34 per hour
• Employer pays 100% of employee’s premiums for health plan, vision, and dental insurance.
• Employer paid long-term disability policy, and group life insurance.
• Paid tuition towards industry licensing, including continuing education and designations.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Administrative

To learn more about Prince Financial Services visit our website: princefinancialservices.nm.com