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Executive Assistant

3 months ago

Mercer Island, United States Goldbloom Wealth Management LLC Full time

Company Description

Goldbloom Wealth Management LLC (GWM) is a fiduciary wealth management firm located in Mercer Island, WA. We provide 100% transparency, and are focused on optimizing our client's True Wealth. Our values-based services focus on understanding our clients personally and building plans around what they find most important in life. We take a multi-generational approach to planning, ensuring a legacy for our clients and their families, ensuring they are able to optimize their True Wealth and focus their time on the things more important than money. We are a team of passionate professionals who thrive in a high-energy work environment, and are always willing to advocate for our client's best interest.


Role Description

This is a full-time on-site (partial hybrid after 3 months available for discussion) role for an Executive Assistant/Office Manager (Securities and/or Insurance license or desire to attain Required) at GWM LLC in Mercer Island, WA. The role involves advisor & executive support, event planning, project management, and management of miscellaneous personal/exec assist tasks. The Executive Assistant/Office Manager will be responsible for supporting the team and executive in various administrative, client contact, calendaring, and marketing tasks. We are a growing company and are looking for the right addition to our team to grow alongside us.


Qualifications

  • Technical Skills / Strong Computer User
  • Strong Communication Skills
  • Ability to maintain in a fast-paced environment
  • Experience and Ability to support a Team
  • Proficiency in Microsoft Office suite
  • Project Management Skills
  • Strong attention to detail and organizational skills
  • Ability to work well in a team setting
  • Ability to Perform under Pressure


  • Previous experience in advisory / financial services is a plus
  • Event Planning Skills a plus
  • Past Experience as an Advisor or on an Advisory Team a plus


Starting pay will vary based on experience and ability / skills demonstrated.