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Administrative Coordinator

2 months ago

Tacoma WA USA, United States Procom Full time
Job Summary

We are seeking an experienced Administrative Assistant to join our Wealth Management team at our Tacoma branch. This role is crucial in ensuring the smooth operation of our complex Wealth Management branch offices, providing excellent customer service and administrative support to our employees and clients.

Key Responsibilities
  • Handle cashiering duties and ensure the accuracy of client transactions.
  • Interact with employees throughout the branches within the complex.
  • Support unaligned advisors and provide backup to other associates.
  • Draft correspondences, answer phone calls, coordinate meetings, arrange travel, and order office supplies.
Requirements
  • Previous office administration work experience.
  • Customer service experience.
  • Strong English communication skills, both written and spoken.
  • Proficiency in MS Office (Word, Excel).
Preferred Qualifications
  • Experience in the Banking industry or Wealth Management.
  • Knowledge of trading.
  • Experience working with financial software.
Work Environment

Our Tacoma branch is located at 1201 Pacific Avenue, Tacoma, Washington 98402, United States.