Executive/Financial Assistant
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Company Description
Young Financial Group, located in Seattle, Washington, specializes in designing comfortable insurance and investment portfolios for companies and individuals. With a focus on tax minimization and diversification, we assist our clients in developing comprehensive plans to accumulate wealth. Our services include retirement planning, life insurance, general savings and investing, disability insurance, education planning, and estate planning.
Role Description
This is a full-time on-site role for an Executive/Financial Assistant at Young Financial Group. The Executive/Financial Assistant will be responsible for providing executive support, assisting with investment portfolio reports, communicating with clients and team members, and providing general administrative assistance. This is a career opportunity for an individual who can work with accuracy and proficiency and has an interest in financial services. We have a great work-life balance and offer competitive benefits.
Qualifications
- Experience in Executive Administrative Assistance and Administrative Assistance
- Strong Executive Support skills
- Excellent Communication skills
- Proficient with Microsoft Office products
- Comfortable with Adobe Acrobat Pro & DocuSign is preferred
- Attention to detail and ability to prioritize tasks
- Organizational and time management skills
- Ability to work effectively in a team environment
- Knowledge of financial services and terminology is a plus
- Bachelor's degree in Business Administration or related field is preferred
Job Responsibilities
- Maintaining detailed client account records
- Preparing client documents in a timely manner
- Compiling financial analysis and portfolio materials
- Preparing spread sheets and sales material
- Reviewing transactional data with an eye for detail
- Following up with clients and financial institutions
- Scheduling clients and maintaining the advisors calendar
- Managing any office duties and tasks that may come up
- Prioritizing tasks in a fast pace work environment
- Staying organized and up-to-date with any on-going projects
Benefits
This is a Full-Time salary position Monday-Friday. Part-Time may be considered for the right candidate. Schedule may include a combination of in-person and remote work. Compensation is competitive, and negotiable based on experience and initiative. Benefits are available for this position following a 90-day initial review period and include:
- PTO - Vacation & Sick time
- Long term disability
- Health insurance (vision & dental included)
- 401k plan with employer matching
-
Executive Assistant, Purchase Experience
Found in: Talent US C2 - 6 days ago
Seattle, United States Amazon.com Services LLC Full timeThe Worldwide Amazon Stores organization is looking for an Executive Assistant who wants to work in a fast-paced, exciting, and growing organization. We are looking for someone to support two Directors on our Purchase Experience and Financial Foundations Services teams in Seattle, Washington.Do you want to be part of the Purchase Experience and Financial...
-
Executive Assistant
Found in: beBee jobs US - 3 days ago
Seattle, Washington, United States Mast Reforestation Full timeAbout Mast Reforestation (Mast): As the leading end-to-end reforestation company in the U.S., Mast is on a mission to make reforestation scalable. As bigger and hotter fires destroy more forestland every year, Mast provides fast, resilient forest restoration for landowners impacted by devastating wildfires. As the only vertically-integrated reforestation...
-
Executive Assistant
7 days ago
Seattle, United States EMERALD SEARCH PARTNERS Full timeJob DescriptionJob Description Emerald Search Partners is assisting a renowned law firm in their search for an Executive Assistant to join their team in Seattle (4228). This position will provide executive-level support to the firm's Executive Committee, Managing Partner, and Chief Administrative Officer (CAO). The Executive Assistant will also handle...
-
Executive Assistant
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Seattle, United States Insight Global Full timeExecutive Assistant6 month contractPay Rate: 35-40/hrOnsite - Seattle (4-5 days a week onsite)Must Haves:• Bachelor of Arts degree and 5+ years of experience in an executive administrative office environment• 5+ years of experience providing direct support of an executive - SVP, VP or C-Suite Level• Demonstrated strong computer skills, including strong...
-
Executive Assistant
Found in: Appcast US C2 - 7 days ago
Seattle, United States Insight Global Full timeExecutive Assistant6 month contractPay Rate: 35-40/hrOnsite - Seattle (4-5 days a week onsite)Must Haves:• Bachelor of Arts degree and 5+ years of experience in an executive administrative office environment• 5+ years of experience providing direct support of an executive - SVP, VP or C-Suite Level• Demonstrated strong computer skills, including strong...
-
Executive Assistant
5 days ago
Seattle, United States Russell Tobin Full timeJob DescriptionJob DescriptionRussell Tobin & Associates is seeking an Executive Assistant to support our client's Director of Core Selling Partner Experience. This is an excellent opportunity to join a global e-commerce company. This is a Contract to Hire role for qualified candidates local to Seattle, WA. Apply today for immediate consideration!Russell...
-
Executive Assistant
6 days ago
Seattle, United States Russell Tobin Full timeJob DescriptionJob DescriptionRussell Tobin & Associates is seeking an Executive Assistant to support our client's Director of Core Selling Partner Experience. This is an excellent opportunity to join a global e-commerce company. This is a Contract to Hire role for qualified candidates local to Seattle, WA. Apply today for immediate consideration!Russell...
-
Executive Assistant
1 week ago
Seattle, United States Tasso Full timeJob DescriptionJob DescriptionWho We Are Tasso is a fast-growing Seattle-based startup focused on delivering at-home diagnostic testing to those who need it most. We are growing our footprint with leading health systems, clinical research organizations, academic medical centers, and more who are looking to deliver clinical-grade, convenient diagnostic tests...
-
Executive Assistant
7 days ago
Seattle, United States Tasso Full timeJob DescriptionJob DescriptionWho We Are Tasso is a fast-growing Seattle-based startup focused on delivering at-home diagnostic testing to those who need it most. We are growing our footprint with leading health systems, clinical research organizations, academic medical centers, and more who are looking to deliver clinical-grade, convenient diagnostic tests...
-
Executive Assistant
Found in: Appcast US C2 - 7 days ago
Seattle, United States Insight Global Full timeDuration: 6 month contract, possibility to extend or convertLocation: Onsite in Seattle, WAPay Rate: $30.30/hr Must Haves:• Bachelor of Arts degree and 5+ years of experience in an executive administrative office environment• 5+ years of experience providing direct support of an executive - SVP, VP or C-Suite Level• Demonstrated strong computer...
-
Executive Assistant to Creative
7 days ago
Seattle, United States Project 562 Full timeJob DescriptionJob DescriptionProject 562 is seeking an exceptionally bright, motivated and team-oriented individual to support the Creator and Director as an Executive Assistant.This is a full-time position (40 hours/week) with the possibility to become full-time. The work will be partly in-person and partly remote -- these terms can be negotiated. For the...
-
Financial Analyst
Found in: Talent US C2 - 2 weeks ago
Seattle, United States Khoury College Full timeAbout the Opportunity.JOB SUMMARYThe Financial Analyst conducts financial analyses, develops and refines business models, and • assists with preparing annual, quarterly, and ad-hoc reporting data for senior leadership and board of trustees. The Financial Analyst also assista with audits and analyzing existing processes to improve workflow and work...
-
Executive Administrative Assistant
2 weeks ago
Seattle, United States Olson Kundig Full timeJob DescriptionJob DescriptionOlson Kundig is a design practice founded on the ideas that buildings can serve as a bridge between nature, culture and people, and that inspiring surroundings have a positive effect on people’s lives. The firm’s work can be found across the globe, with projects as wide-ranging as huts to high rises, homes—often for art...
-
Executive Director and Chief Executive Officer
Found in: beBee jobs US - 7 days ago
Seattle, Washington, United States National Nordic Museum Full timeNational Nordic MuseumSearch for the Executive Director and CEOSeattle, WashingtonThe National Nordic Museum ("the Museum") seeks an experienced andinnovative cultural leader to be the next Executive Director andChief Executive Officer (CEO). The CEO will propel the Museum'smission to "share Nordic culture, values, and ideas with people ofall ages and...
-
Financial Controller
Found in: beBee jobs US - 7 days ago
Seattle, Washington, United States Mast Reforestation Full timeAbout Mast Reforestation (Mast): As the leading end-to-end reforestation company in the U.S., Mast is on a mission to make reforestation scalable. As bigger and hotter fires destroy more forestland every year, Mast provides fast, resilient forest restoration for landowners impacted by devastating wildfires. As the only vertically-integrated reforestation...
-
Director of Financial Planning and Analysis
Found in: Appcast Linkedin GBL C2 - 1 week ago
Seattle, United States Tatum by Randstad Full timeTatum by Randstad is partnering with a growing, worldwide Packaging Design Manufacturer based in Seattle, WA on their search for a Director of Financial Planning & Analysis. The ideal candidate will have 10+ years of FP&A experience within a manufacturing environment who will oversee margin management/reporting, process improvements within the reporting...
-
Executive Administrative Assistant
Found in: Talent US C2 - 2 weeks ago
Seattle, United States SNIPEBRIDGE Full timeA leading Architecture & Design house that works in niche design areas with a selective global clientele. They have been in business for over 50 years and have won many prestigious awards including the National AIA Architecture Firm Award. They have also been named in the Top Ten Most Innovative Companies in Architecture by Fast Company for two years in a...
-
Executive Director
Found in: Jooble US O C2 - 2 weeks ago
Seattle, WA, United States Philanthropy Northwest Full timeThe Seattle-King County Dental Society is a membership organization of approximately 1,700 dentists practicing in King County, Washington. Since its founding in 1892, the Society has promoted the highest levels of oral health for the citizens of King County and provided critical support and educational opportunities for the many dental professionals...
-
Executive Administrative Assistant
2 weeks ago
Seattle, United States snipebridge Full timeJob DescriptionJob DescriptionA leading Architecture & Design house that works in niche design areas with a selective global clientele. They have been in business for over 50 years and have won many prestigious awards including the National AIA Architecture Firm Award. They have also been named in the Top Ten Most Innovative Companies in Architecture by Fast...
-
Chief Financial Officer
Found in: Jooble US O C2 - 17 hours ago
Seattle, WA, United States ExecHQ Full timeExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. We offer fractional, interim or project-based services to clients that need a...