Administrative Assistant

Job Description

Job Description

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.

Responsibilities:

• Foster positive client interactions by providing prompt, accurate updates and maintaining a welcoming front-desk presence.

• Answer incoming calls with professionalism and efficiency

• Manage conference room schedule and handle meal ordering

• Organize advisor calendars by scheduling client appointments, internal meetings, and review sessions while resolving conflicts before they affect workflow.

• Prepare meeting materials such as proposals, presentation packets, and portfolio review documents to ensure advisors are ready for client conversations.

• Coordinate office logistics, including supplies, vendor communication, and general workspace organization.

• Use Microsoft Office and financial or portfolio management platforms to track tasks, manage information, and improve day-to-day efficiency.

BENEFITS:

Medical/dental/vision - 100% paid for employee

401k + match

Life and long-term disability

PTO + paid holidays