Office Administrator
1 month ago
Coldstream Capital Management is seeking a highly skilled and organized Office Administrator to join our team. As a key member of our administrative team, you will be responsible for providing exceptional support to our clients and wealth management teams.
Responsibilities:- Provide a positive first impression for clients, visitors, and vendors by greeting visitors, managing parking validation, and providing beverages
- Answer incoming phone calls, provide general information, and direct calls to appropriate team members
- Manage all incoming and outgoing mail and deliveries, and occasionally deliver outgoing mail to the post office or UPS
- Plan and execute events for team members and clients
- Order office and kitchen supplies and manage the annual supply budget
- Manage expense reporting for the leads of both wealth management teams
- Deposit incoming checks
- Open and close the office daily and keep the kitchen and conference rooms organized and neat
- Provide support to the wealth management teams, including scanning/uploading/downloading documents, entering information in our client database, and scheduling/confirming client meetings
- Place client lunch orders
- Prepare, mail, and track birthday, anniversary, and holiday cards and gifts
- 2+ years of administrative experience in a professional office environment
- High school diploma or equivalent; Bachelor's or Associate's degree is preferred
- Proficiency with Microsoft Office, including Outlook/calendaring, Word, Excel, and PowerPoint
- Ability to communicate courteously, discreetly, and effectively with a wide variety of people
- Ability to organize and prioritize workflow in a dynamic work environment
- Competitive base pay plus annual bonus
- Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 4% of your annual pay
- Stock: Opportunity to purchase equity and become an owner of the firm
- Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
- Career development: 100% training/certification/education reimbursement, plus documented career paths and a formal mentoring program
- Parking: Heavily subsidized parking or free transit pass
- Wellness reimbursement
Coldstream Capital Management is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses for 28 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships.
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