Overview
Office Coordinator Jobs in Seattle, WA at LOCAL Public Eatery
Turtle Creek Management, LLC
Job Description
The Investment Operations Associate is responsible for assisting with key administrative and clerical tasks to support the organization’s daily operations. They are also responsible for supporting a broad array of essential functions and helping solve operational issues. To be successful in this role, you will need a high level of professionalism and communication skills. The ideal candidate would have strong analytical skills and a meticulous attention to detail. Must be team oriented, great at problem solving, and be able to juggle multiple priorities in a fast-moving environment.
Qualifications
Required
Positive attitude, professionalism, integrity, and strong work ethic
Attention to detail is a must
Computer skills must include Outlook, Adobe, PowerPoint, Excel, Word
Self-motivated and proactive team player who takes ownership and accountability of projects, has strong organizational, communication, and time management skills
Ability to maintain confidentiality in dealing with high-net-worth client matters
Desired
Preferably the candidate would have 3+ years experience in the financial services industry
Knowledge of wealth management tools (Black Diamond, WealthScape, trading software) preferred
Application of Microsoft Office Suite and Client Relationship Management activities
Undergraduate degree or equivalent experience
Responsibilities
Prepare and process request forms for checks, wires, and gifts for clients
Process account openings and closings
Assist with compliance related matters/reporting
Manage securities trading, as directed by portfolio managers
Prepare client correspondence and meeting presentation materials
Maintain detailed, accurate records of client meetings, investment policy, account paperwork, and other pertinent information
Proactively help to resolve client questions and concerns in a timely, professional, and positive manner, escalating issues to the next level of authority, as needed
Actively promote teamwork, taking initiative to help others
We offer a competitive salary package including healthcare, 401k, and PTO
Job Type: Full-time
Pay: $65,000.00 – $80,000.00 per year
Benefits:
401(k)
Health insurance
Paid time off
Tuition reimbursement
Schedule:
Day shift
Monday to Friday
No weekends
Work Location: In person
Title: Office Coordinator
Company: LOCAL Public Eatery
Location: Seattle, WA
