Administrative Support Specialist

4 weeks ago


Kirkland, Washington, United States Coldstream Capital Management Full time
Job Summary

Coldstream Capital Management is seeking an experienced Administrative Assistant to join our team in Kirkland. As an Administrative Assistant, you will provide exceptional client service, administrative support, and technical expertise to our clients and internal teams.

Key Responsibilities
  • Provide administrative support to our clients and internal teams, including scheduling meetings, responding to email inquiries, and preparing reports.
  • Assist with tax preparation and accounting tasks, including data entry and CRM maintenance.
  • Develop and maintain accurate and up-to-date records and files.
  • Collaborate with our team to ensure seamless client service and support.
  • Stay up-to-date with industry trends and best practices to provide exceptional client service.
Requirements
  • 1-2 years of administrative experience in a tax and accounting environment.
  • High school diploma or equivalent.
  • Proficiency in Microsoft Office and Adobe PDF.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
What We Offer
  • Competitive compensation and benefits package.
  • Opportunity to work with a dynamic and growing company.
  • Professional development and training opportunities.
  • A collaborative and supportive work environment.
About Us

Coldstream Capital Management is a leading wealth management firm dedicated to providing exceptional client service and expertise. We are committed to creating a diverse and inclusive work environment that values and respects all team members.



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