Overview

Administrative Assistant Jobs in Lynchburg, VA at Framatome

Job Description:

Coldstream Wealth Management is looking for an engaging Office Administrator to support our clients and team at our Bellevue office. This is a great opportunity to utilize your administrative skills and learn about the financial services industry!

This position reports to the HR Director and provides a great first impression for clients, visitors, and vendors. Work hours are on-site 10:00 AM to 2:00 PM, Monday through Friday.

Responsibilities include:

Create a best-in-class guest experience by providing friendly, courteous service, anticipating guest needs, and maintaining relationships
Answer incoming phone calls, provide general information, and direct calls to appropriate team members
Manage incoming and outgoing mail and packages
Process and deposit incoming checks
Maintain tidiness of lobby, conference room, and kitchen/break room
Place lunch orders for client and internal meetings and provide support for on-site events

Experience and Skills:

We are looking for a candidate who has:

2+ years of administrative experience in a professional environment
A high school diploma or equivalent
Proficiency with Microsoft Office, including Outlook/calendaring, Word, Excel, and PowerPoint
Ability to build relationships and provide a warm welcome to a wide variety of people
Ability to work independently and collaboratively, completing tasks in a timely manner while maintaining accuracy

Job Benefits:

Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. 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. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $24 and $27 per hour plus an annual bonus opportunity.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

Pay: Competitive base pay plus annual bonus
401(k): 100% company match up to 4% of your annual pay
Stock: Opportunity to purchase equity and become an owner of the firm
Paid Time Off: (all pro-rated) Starting at 16 days per year, then increasing with tenure – plus 10 holidays and an extra paid day off each year to do volunteer work
Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
Parking: heavily subsidized parking or free transit pass
Wellness reimbursement

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

From: Coldstream Wealth Management

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Title: Administrative Assistant

Company: Framatome

Location: Lynchburg, VA

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