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Office Administrator

At Pacific Portfolio, we understand wealth management is less about numbers, and more about people. As a 4 billion dollar RIA with over 20 years of providing multi-disciplined financial guidance to individuals, families, and institutions, we are personally invested in your success.

Pacific Portfolio is hiring for an Office Administrator. This position provides the opportunity to join the firm at a junior level, in support of our clients and associates, allowing the successful candidate the ability to learn wealth management from experienced team members in a boutique setting. 

Focus

  • Make clients, guests and employees feel welcome

  • Ensure front desk is attended at all times during normal business hours

  • Maintain the appearance of all common areas

  • Perform other administrative duties 

  • Assist associates with projects as needed

Responsibilities

  • Phones: answer and redirect incoming phone calls

  • Guest Services: greet and assist guests to the office in a professional, friendly and welcoming manner, notify guest contact, offer refreshments, validate parking

  • Mail Pick-Up and Distribution: Responsible for the distribution of incoming and outgoing mail

  • Shipping and Receiving: FedEx/UPS preparation/tracking and receive/track incoming packages FedEx/UPS mailings

  • Employee Services: conference room preparation and clean up; conference room calendar management

  • General Clerical Duties: binding and scanning client related materials; provide assistance to employees with various requests and ad hoc projects that may include creating, maintaining and editing documents, spreadsheets, files and presentations

  • General Administrative Duties: keep common areas, kitchen and workroom area clean; kitchen supplies and stocking; office supplies inventory management; troubleshooting office equipment, arranging for maintenance

  • Internal Event Coordination: assist with planning and coordinating office activities/events

Qualifications

  • Associate degree or equivalent combination of education and relevant experience 

  • Proficient user of Microsoft Office applications: Outlook, Word, Excel, PowerPoint 

  • Minimum of 1 year of work experience in a professional office environment

Benefits and Compensation

  • Competitive Salary plus bonus up to 10% of base salary

  • Firmwide benefits include but not limited to, Dental, Medical and Vision premium covered, attractive responsible time off policy, and 401k match

  • This role requires the associate to be in the Seattle office

  • Commuting supplement

To apply for this position, please submit your resume to lcook@pacific-portfolio.com.

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