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2 results for Administrative Assistant in Spokane, WA
- Spokane, WA
- onsite
- Permanent / Full Time
- 52000 - 55000 USD / Yearly
- <p>We are looking for an Administrative Assistant to support advisors and help deliver an exceptional client experience for a wealth management firm. This position blends front-office coordination, sales support, and administrative execution, requiring someone who can manage competing priorities with accuracy and consistency. The ideal candidate is organized, responsive, and comfortable working with confidential financial information while keeping daily operations running smoothly. This role is 100% onsite in Spokane Valley.</p><p><br></p><p>Responsibilities:</p><p>• Foster positive client interactions by providing prompt, accurate updates and maintaining a welcoming front-desk presence.</p><p>• Answer incoming calls with professionalism and efficiency</p><p>• Manage conference room schedule and handle meal ordering</p><p>• Organize advisor calendars by scheduling client appointments, internal meetings, and review sessions while resolving conflicts before they affect workflow.</p><p>• Prepare meeting materials such as proposals, presentation packets, and portfolio review documents to ensure advisors are ready for client conversations.</p><p>• Coordinate office logistics, including supplies, vendor communication, and general workspace organization.</p><p>• Use Microsoft Office and financial or portfolio management platforms to track tasks, manage information, and improve day-to-day efficiency.</p><p><br></p><p><u>BENEFITS:</u></p><p>Medical/dental/vision - 100% paid for employee</p><p>401k + match</p><p>Life and long-term disability</p><p>PTO + paid holidays</p>
- 2026-06-19T00:00:00Z
- Spokane, WA
- onsite
- Permanent / Full Time
- 56000 - 62000 USD / Yearly
- <p>We are looking for a highly organized Executive Assistant to support the CEO in a wealth management company. This person will manage email inboxes, calendars and will perform a variety of administrative tasks efficiently. The ideal candidate brings strong communication skills, attention to detail, and the ability to manage multiple responsibilities in a fast-paced environment. This role is 100% on site in Spokane Valley, WA. </p><p><br></p><p>Responsibilities:</p><p>• Coordinate calendars, appointments, and client meetings to ensure priorities are managed efficiently and follow-up commitments stay on track.</p><p>• Reach out to clients to arrange reviews, confirm meetings, and support ongoing communication for active opportunities and accounts.</p><p>• Prepare presentations, meeting documents, and supporting materials ahead of scheduled discussions to ensure all information is complete and ready to use.</p><p>• Enter and maintain accurate records of customer interactions, tasks, and updates within CRM and other internal tracking systems.</p><p>• Partner with CEO and internal colleagues to relay requests, resolve open items, and help deliver timely responses to client needs.</p><p>• Monitor pipelines, account activity, and outstanding items by maintaining organized tracking lists and status updates.</p><p>• Support weekly planning sessions by organizing upcoming priorities, scheduling needs, and action items for the team.</p><p>• Keep work areas, files, and essential materials well organized so information is easy to access when needed.</p><p><br></p><p><u>BENEFITS OFFERED:</u></p><p>Medical/Dental/Vision – 100% paid for employee</p><p>Life and long-term disability</p><p>401k plan</p><p>PTO/holidays</p>
- 2026-06-19T00:00:00Z