Financial Advocates is a thriving and growing business. That means we’re often on the lookout for talented, enthusiastic and dedicated individuals to join our team.
Financial Advocates is an Equal Opportunity Employer.
Imaging Indexing Position (Olympia, WA), Open, actively recruiting. (See position description below.)
Administrative Office Professional (Portland, OR), Open, actively recruiting. (See position description below.)
Current Opening Descriptions
Imaging Indexing Position (Olympia, WA)
We are a growing financial services company with a need for a professional who prioritizes accuracy, reliability and speed in daily tasks. We currently have a part time position open; however, the right candidate may eventually have the potential to become eligible for full time hours.
This position involves electronically filing paperwork in our document storage system, checking the completeness and quality of paperwork, and performing quick and accurate data entry and sorting. A candidate must be able to continue working efficiently while keeping up with a large volume of incoming paperwork.
A successful candidate must have exceptional keyboarding skills (70 wpm) and must be able to focus on minute details while performing repeatedly routine tasks. It is essential that a candidate for this position is able to maintain an extremely minimal error margin while checking, handling and filing paperwork. Starting wage is between $10.00 – $12.00 per hour DOQ.
We would expect that someone joining our team reflects our own values: integrity, reliability and service orientation.
If this sounds like a position in which you would excel, please send us your resume (attached as a Word Document please) with a cover email to the attention of Colby at careers at financialadvocates dot com—please do not attach your cover letter as a Word Document to the email. Also, please use your last name somewhere in your resume’s file name.
Please be aware that we will initially be responding to your submission by email, so please watch for an email from careers at financialadvocates dot com with “Financial Advisor Document Imager” in the subject line. We look forward to hearing from you!
Administrative Office Professional needed for a busy & growing financial advisor practice. Must possess attention to detail, ability to efficiently multi-task, and demonstrate clear verbal and written communication skills. Additionally, you must present a professional demeanor when working with clients, have a good memory, and be capable locating resources as needed with minimal supervision. Your primary responsibilities include maintaining client service schedule, completion, submitting and tracking account forms and applications, following up with clients for data and documentation, developing and documenting client communication, and preparing client files for advisor meetings. Working knowledge of MS Office is required and securities licensing is preferred. Experience with LPL Financial, eMoney and/or WealthVision is ideal but not required. Competitive salary and benefits package negotiable. This is a full time position.
Administrative Office Professional needed for established financial advisor practice. If you’re not someone who prioritizes organization and follow through, that’s okay—but this probably is NOT the job for you.
Attention to detail and the ability to multi-task are essential skills for our industry. In addition, the successful candidate must express themselves effectively both in writing and verbally and present a professional demeanor when working with clients. In addition, it helps to have a good memory in the financial services industry, because of the need to track so much paperwork.
This is a small business, and with everything we do we stay conscious of our own integrity, adaptability and a service orientation. We would hope that the person who joins our team also sees these values as important. Your most important job responsibilities will be maintaining our client service schedule, submitting and tracking paperwork to our home office; following up with clients for data and forms; developing and documenting client communication; and preparing forms and other information for client service meetings. In addition, utilizing licensing for processing client transactions will be necessary in this position. Long term capability to grow with firm and have an option for additional client interaction, advice, and management.
One of the challenges of this position is managing the completion and submission of forms and applications. It takes a lot of organization and follow-through to stay on top of it. Although you will receive hands-on support and training, you’ll also need to maintain your own understanding and self-educate on the company intranet and review content, locate resources and apprise yourself of new procedures and policies on an on-going basis. You’ll also have a better-than-basic knowledge of everything Microsoft Office. We document and use a CRM system for all office activities, prior experience with this type of documentation is preferred but not required.
If this sounds like an environment you can thrive in, please send us your resume (attached as a Word Document please) with a cover email to careers@financialadvocates(dot com) to the attention of Jackson—please don’t attach your cover letter as a Word Document to the email, just reading the email as your cover letter will be fine for us. Also, please use your last name somewhere in your resume’s file name, so when we detach it we still know who it came from without looking inside.
One last thing—please be aware we’ll initially be responding to your submission by email, so please keep your eyes open for an email from name@financialadvocates(dot com) with Administrative Office Professional in the subject line. Looking forward to hearing from you!
- Principals only. Recruiters, please don’t contact this job poster.
- Do NOT contact us with unsolicited services or offers