Our client, a respected multi-generational family-owned investment company, is looking for an experienced Administrative Assistant to provide dependable support to its leadership team and daily operations.
This role is ideal for a proactive, highly organized, detail-oriented professional who can manage multiple priorities, handle confidential information, and provide polished administrative support.
Administrative Assistant Responsibilities
Manage calendars, meetings, travel arrangements, and expense reports for management.
Prepare agendas, presentations, meeting materials, minutes, and follow-up items.
Coordinate communications, mailings, and document distribution.
Maintain accurate contact, account, and ownership records in database systems.
Respond to inquiries and provide professional support to internal and external contacts.
Assist with reports, data entry, document management, and recordkeeping.
Coordinate logistics for company events, meetings, and special projects.
Work with internal teams, vendors, and external partners to complete projects.
Support process improvements and the use of technology and AI-enabled tools.
Maintain strict confidentiality and perform other administrative duties as assigned.
Administrative Assistant Qualifications
Associate degree or at least 7 years of administrative, operations support, or related experience.
Strong organizational skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills and ability present professionally to an executive team.
Proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
Experience with calendar management, meeting coordination, and database systems.
Familiarity with DocuSign and virtual meeting platforms.
Experience in investment, financial services, family office, or professional services is preferred.
Ability to travel for occasional company events and work a limited number of evenings or weekends as needed.
Company Benefits
Medical, Dental, and Vison Insurance.
Life, AD&D, and LTD Insurance.
401K and profit-sharing matching.
Paid Family Leave, Vacation, sick and holidays.
Educational Assistance Program
Company paid garage parking or an Orca card option.
Compensation: $33-40/hour
Numbers & Facts
Location
Seattle, WA
Salary
$33–$40 Per Hour
Skills
Administrative Skillsunmatched
Artificial Intelligence (AI)unmatched
Calendar Managementunmatched
Communication Skillsunmatched
Contact Managementunmatched
Data Entryunmatched
Database Technologyunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Document Managementunmatched
Expense Managementunmatched
Expense Reportsunmatched
Financial Servicesunmatched
Hardware Virtualizationunmatched
Investment Servicesunmatched
Leadershipunmatched
Logisticsunmatched
Mail Processingunmatched
Meeting Minutesunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Operational Supportunmatched
Operationsunmatched
Organizational Skillsunmatched
Plan Meetingsunmatched
Presentation/Verbal Skillsunmatched
Process Improvementunmatched
Professional Servicesunmatched
Team Playerunmatched
Travel Industryunmatched
Travel Planningunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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