Office Administrator

Coldstream Wealth Management

Washington DC

Job Description
Job Description
If you enjoy using your administrative skills to create a welcoming experience for clients and colleagues, our Bellevue Office Administrator position could be the perfect next step for you! It’s a great opportunity to work in our largest office and gain experience in the financial services industry, with multiple paths for continued career growth.
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Bellevue, Mercer Island, Seattle, Kirkland, Portland, Bend, Boise, and Kenai, Alaska. For more on Coldstream, please visit
In this role, you’ll oversee all front desk operations and serve as the first point of contact for clients, setting the tone with a warm, professional presence. This is an in-office position, Monday through Friday, 8:00 AM to 5:00 PM with one hour for lunch.
Responsibilities include:
Answer incoming phone calls, provide general information, and direct calls to appropriate team members
Greet clients, manage parking access, and provide beverages
Manage all incoming and outgoing mail and overnight deliveries; occasionally deliver outgoing mail to post office or UPS
Process and deposit incoming checks
Create expense reports for multiple executives
Order office and kitchen supplies, ensure items are received, and forward receipts for payment
Monitor client meetings, place lunch orders, and maintain reception area and conference rooms
Provide administrative support to multiple teams
Close the office daily
2+ years of administrative experience in a professional office environment
High school diploma or equivalent; Bachelor’s or Associate’s degree is preferred
Proficiency with Microsoft Office (Outlook/calendaring, Word, Excel), Adobe Acrobat, and the ability to learn new software
Excellent organizational and prioritization skills
The ability to communicate courteously, discreetly and effectively with a wide variety of people
Outstanding accuracy and attention to detail

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Vacancy posted 5 days ago

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