The ideal candidate…

  • Can work independently and problem solve effectively
  • Is able to provide quality customer service to high net worth clientele
  • Is detail oriented and has experience working for a financial advisor

Employer snapshot…

For over 22 years, this small Bellevue firm has been catering to clients in the Puget Sound region with expert financial advice and portfolio management. Their organization is known for a high level of customer service, ethics and professionalism.

Advantages of working here…

  • Generous salary commensurate with experience
  • Established company with stable environment
  • Schedule flexibility

Are you qualified?

  • Enjoys working independently
  • Experience working for a financial advisor
  • 10+ years experience as an executive assistant
  • Must have superior customer service skills
  • Detail oriented

If you are interested in a vital role where you can showcase your skills, apply today!