Office Administrator

About the role

If you enjoy using your administrative skills to create a welcoming experience for clients and colleagues, our Bellevue Office Administrator position could be the perfect next step for you! It’s a great opportunity to work in our largest office and gain experience in the financial services industry, with multiple paths for continued career growth. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. 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. The firm has offices in Bellevue, Mercer Island, Seattle, Kirkland, Portland, Bend, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com . In this role, you’ll oversee all front desk operations and serve as the first point of contact for clients, setting the tone with a warm, professional presence.

Schedule

This is an in-office position, Monday through Friday, 8:00 AM to 5:00 PM with one hour for lunch.

Responsibilities

• Answer incoming phone calls, provide general information, and direct calls to appropriate team members
• Greet clients, manage parking access, and provide beverages
• Manage all incoming and outgoing mail and overnight deliveries; occasionally deliver outgoing mail to post office or UPS
• Process and deposit incoming checks
• Create expense reports for multiple executives
• Order office and kitchen supplies, ensure items are received, and forward receipts for payment
• Monitor client meetings, place lunch orders, and maintain reception area and conference rooms
• Provide administrative support to multiple teams
• Close the office daily

Experience And Skills

• 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 (Outlook/calendaring, Word, Excel), Adobe Acrobat, and the ability to learn new software
• Excellent organizational and prioritization skills
• The ability to communicate courteously, discreetly and effectively with a wide variety of people
• Outstanding accuracy and attention to detail

Pay

Base pay typically starts between $55,000 and $65,000 per year plus an annual bonus and a generous benefits package, but it can be higher for candidates with additional experience.

Benefits

• 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: 20‑28 days per year (increases with tenure) – plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
• Parking: heavily subsidized parking (you pay $36 per month) or transit pass
• Wellness reimbursement
• Paid Parental leave: 12 weeks paid for all new parents
• Paid sabbaticals every 10 years and anniversary bonuses every 5 years