Administrative Specialist
Previous Job
Administrative Specialist
Ref No.: 18-02486
Location: Bellevue, Washington
Note: For this role, the majority of the duties consist of answering phones, greeting clients, and scheduling meetings​

  • Utilize your highly skilled, Jedi professionalism to communicate with our clients via all platforms
  • Ignite the turbo when communicating with clients, vendors, advisors and headquarters
  • Establish phenomenal, unrivaled relationships with all of our awesome clients
  • Schedule & prepare mind-blowing client and new prospect meetings
  • Use necessary ninja moves to meet all appropriate deadlines
  • Become a mastermind of account types and the basic IRS rules that govern them
  • Pride yourself on the accuracy of processing daily money movements within client accounts