Administrative Operations Associate
2 days ago
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success, we are an independent wealth and asset management firm with about $11 billion in assets under advisement. Headquartered in Washington, with a team of over 100 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
The Opportunity: Administrative Operations Associate
We are seeking a proactive and detail-oriented Administrative Operations Associate to support our leadership team, with a focus on client advisory-related initiatives. In this role, you will own various administrative tasks and coordinate firmwide projects to support the smooth operation of the business. If you thrive on detail, coordinating events, and a fast-paced environment, this role is for you This role also serves as the primary backup for front desk operations. This hire will join our growing People team, reporting to the group's Senior Associate.
What You'll Be Doing
Project Administration
- Support Freestone Executive Team in administration of firmwide projects and initiatives
- Coordinate the distribution of newsletters or other key communications
- Project manage or support ad hoc initiatives (e.g., client gifts or events)
- Oversee revenue and expense management for our suite at Climate Pledge Area, including ticket distributions, food and drink ordering, and general related administration
- Provide calendar management support for the Executive Team, ensuring scheduling efficiency and proper prioritization of tasks
- Organize and prepare materials for meetings, including gathering information for presentations and distributing relevant documentation, capturing meeting notes and distributing afterward
- Arrange and manage travel itineraries and accommodation for employees when needed
- Consolidate meeting notes, to do items, and when needed, assist with tracking progress
- Coordinate firmwide employee events and provide logistical support for department-specific events
- Collaborate with the marketing team to assist with overflow event coordination and ensure seamless execution
- Organize logistics for client or business partner offsites, ensuring smooth event execution
- Serve as the primary backup for front desk coverage ensuring a welcoming and efficient reception area
- Provide primary back up coverage for other office responsibilities such as mail support, refilling supplies, kitchen maintenance, managing deliveries etc.
- Bachelor's degree or equivalent experience
- 0-2 years of experience
- Able to work in the Seattle office 5 days per week
- Strong problem-solving skills and resourcefulness with a "roll-up-your-sleeves" attitude
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and SharePoint
- Exceptional communication skills-both written and verbal
- Strong project management skills with the ability to juggle multiple tasks and deadlines
- Works well independently and as part of a team
- Uses discretion in handling sensitive and confidential information
- High emotional intelligence (EQ) and a passion for creating a positive workplace culture
- This is a non-exempt position with an hourly wage between $26 - $34 per hour depending on experience and skill set. In addition, the position is eligible for a discretionary bonus based on company and individual performance.
- Comprehensive benefits, including medical, dental, vision, and prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flex spending
- Generous paid time off-17 days of vacation, plus 10 paid holidays, Summer Fridays
- Meal perks, company events, team celebrations, and more
- A collaborative, fun, and supportive culture where you're encouraged to innovate and grow
Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices.
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