Administrative Assistant to the Barnum West Team

Administrative Assistant to the Barnum West Team Position Summary Barnum Financial Group - West Division, led by Judah Piano is a growing financial planning and investment advisory firm.Our office is located in downtown Seattle with its headquarters in Connecticut.The three pillars of our operations team are Support, Service, and Structure.The Administrative Assistant plays a key role by developing subject-matter expertise in the processes that drive our firm and by supporting our team of financial advisors.They also help build and maintain the systems that keep our operations efficient, organized, and compliant.Learn more about our team:www.Barnum-West.com and firm:www.BarnumFinancialGroup.com Duties and Responsibilities Operational & Administrative Support Support the Operations Team with account maintenance and client relations by serving as a direct liaison between the Financial Advisor and clients Assist prospective clients with opening, funding, and maintaining accounts Ensure compliance with established best practices and update client information in I360 Prepare and organize files; manage documents, filing, and larger mailings Schedule and confirm client and internal appointments Perform system householding and proactively manage data to ensure accuracy and efficiency Support general office management to ensure smooth daily operations Complete additional projects as assigned Minimum Qualifications Two or more years of experience in a client-facing role, preferably within financial services Excellent verbal and written communication skills Proficiency in Microsoft Office Experience making outbound calls to partners and associates Excellent reasoning and problem-solving skills, and analytical skills Benefits A competitive salary A transportation and wellness stipend A professional network that extends to our partners on the East Coast One-on-one training and mentorship Opportunities for growth A fun and supportive office culture This position is directly hired by the Financial Service Representative.CRN202902-10553943 Pay:$24.04 - $28.85 per hour Benefits:401(k) matching Dental insurance Health insurance Paid time off Vision insurance Work Location:In person.