Executive Assistant

$55,000 - $60,000/Yr

Pacific Northwest Asset Management - Seattle, WA

Full-time - Entry Level

Remote - Seattle, WA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Executive Assistant at Pacific Northwest Asset Management, LLC is a full-time in-office role focused on providing exceptional administrative support to the founder and lead advisor. The position requires a highly organized and proactive individual who can manage multiple tasks efficiently in a fast-paced environment while maintaining professionalism and outstanding customer service.

Responsibilities

• Handle Schwab account applications with accuracy and follow up communication to clients.
• Demonstrate excellent customer service skills in internal and external communications.
• Prepare and transcribe meeting minutes, ensuring accurate documentation of discussions and decisions.
• Organize and maintain electronic and paper-based files for easy access to important documents.
• Support client-facing activities, including greeting visitors and managing incoming calls professionally.

Requirements

• Strong administrative skills with experience in office management.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Excellent organizational skills with the ability to prioritize tasks effectively.
• Strong customer service skills, capable of interacting professionally with clients and colleagues.
• Ability to transcribe notes accurately and efficiently.
• Attention to detail with a focus on maintaining high standards of accuracy in all tasks performed.

Benefits

• Paid time off