Administrative Associate

About us

Peaks Financial provides Panoramic Financial Planning to people who are friendly, responsible, and value professional expertise in an authentic environment with a balanced voice helping them feel empowered and providing them with clarity for their future through a process called the SAIL FORMula. Peaks Financial is an Independent, Fee-Based, Wealth Management and Financial Advisory Company.

Position Overview:

Peaks Financial, an independent wealth management firm, seeks a skilled and personable Administrative Associate. This role involves front desk reception, managing particular client service and account administration aspects, and ensuring service standards and compliance excellence. This position requires a blend of flexibility and structure, with work primarily scheduled Monday through Friday, some evenings and Saturdays for event support, all federal holidays off, and 15 days of paid vacation.

Primary Responsibilities:

• Managing the founder's communications, including answering calls, scheduling and confirming appointments, and maintaining email and mail coordination.
• Greet and assist clients at the office, manage reception areas, and handle all meeting setups and clean-ups.
• Provide administrative support to the Founder and Client Service Director and manage client-related databases and documentation.
• Coordinate client experiences, handle onboarding processes, and support events and seminars.
• Assist with financial transactions and document management, ensuring prompt and efficient problem resolution.
• Managing travel schedules
• Arrange job postings
• Coordinate and implement office procedures
• Coordinate office activities
• Other tasks and duties as assigned

Your Expertise:

• Enjoyment in client interaction and assistance, with strong organizational, verbal, and written communication skills.
• High attention to detail, strong computer skills, proficiency in Microsoft Office, and ability to manage sensitive information.
• Experience in client service within a financial advisory or banking environment is preferred.
• Extremely high follow-through skills
• Attention to detail with great accuracy
• Ability to handle confidential and sensitive information
• Ability to respond to problems in a calm, courteous, and helpful manner

Your Experience:

• 3 – 5 years in a client service position, preferably in a financial advisory firm or bank
• 5 years of Microsoft Office experience – Outlook, Word, Excel
• 5 years of customer/client database experience
• Proficient and skillful PC and Internet Experience
• Experience in the financial field is helpful but not required

Benefits:

• Competitive salary with eligibility for quarterly bonuses after one year.
• Ten paid federal holidays, sick time, and employer-matched retirement plans after one year.
• Opportunities for professional growth within the firm.
• Health Insurance
• Working in a growth-focused company with a low-drama environment

Application Process:

Employment opportunities require successful completion and Peaks Financial’s acceptance of pre-employment screenings, including background checks (criminal, credit, education, etc.), FINRA fingerprints (FBI), and drug screening (illegal and/or non-prescription).

Interested candidates should send a resume and a cover letter to careers@peaksfinancial.com explaining their interest in the position.

Peaks Financial is an equal employment opportunity employer committed to nondiscriminatory practices based on any protected classification.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift

Experience:

• Administrative: 3 years (Preferred)

Ability to Commute:

• Poulsbo, WA 98370 (Required)

Ability to Relocate:

• Poulsbo, WA 98370: Relocate before starting work (Required)

Work Location: In person