Professional Financial Planners
in Bellevue, WA
Get in touch today!
Emerald Advisors
PHONE (425) 458-3853
EMAIL info@emeraldadv.com
ADDRESS 3055 112th NE STE 206 Bellevue, WA 98004
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We serve clients across the nation
Careers
Emerald Advisors is always looking for bright and motivated individuals to join our team of experts. If you’re interested in working with us, reach out today!
Emerald Advisors is seeking a Client Administrator to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to be the face of our firm through the account onboarding and day-to-day management of valuable client relationships. As a critical team member, you will contribute to a thriving business while being a part of the inner workings of an independent registered investment advisor. This individual must possess high attention to detail, a fiduciary mindset, strong organizational skills and a focus on providing world-class customer service.
*Please email resume and cover letter to info@emeraldadv.com.
Responsibilities:
- Coordinate the new client onboarding process including opening brokerage accounts, overseeing the transfer of assets, managing money movements, processing paperwork, updating the CRM and maintaining regular communications with the client along the way.
- Serve as a liaison between clients, custodian(s) and advisors.
- Aggregate and provide tax documents (i.e., 1099’s, K-1’s, etc.).
- Establish, manage and monitor client cash flows including ensuring sufficient funds for pending money movements, checking RMDs, fulfilling capital calls, establishing journals or wires.
- Become the subject matter expert for Schwab Advisor Center and Fidelity Wealthscape.
- Manage client data within the CRM and monitor to ensure accuracy.
Requirements:
- Bachelor’s degree, preferably in finance or business.
- Experience with brokerage accounts and third-party custodians such as Schwab or Fidelity a plus.
- 3+ years industry experience.
- Strong computer literacy.
- High level of organization and attention to detail.
- Ability to prioritize tasks, be proactive and ensure follow through.
- Strong communication skills including written correspondence.
- Team player, collaborative, adaptive and able to work well with others.
- Passion for helping clients.
- Demonstrated ability to think critically on a strategic level, take initiative and problem-solve.
Benefits:
- Competitive salary plus bonus opportunities.
- 401(k) with company match.
- Medical/dental/vision/life insurance.
- Free parking.
- 10 paid holidays plus 3 weeks PTO.
Emerald Advisors is seeking an Executive Assistant to join our team of professionals focused on providing purpose-driven wealth management to high-net-worth clients. This is an opportunity to work directly with the firm’s founder and other team members in building efficiencies, improving communications and enhancing the client experience. As a critical team member, you will contribute to a thriving business while being a part of the inner workings of an independent registered investment advisor. This individual must possess high attention to detail, strong communication skills and a keen ability to problem-solve.
*Please email resume and cover letter to info@emeraldadv.com.
Responsibilities
- Overseeing the documentation of client interactions in the CRM through team collaboration.
- Scheduling of team, client and prospect meetings as well as managing agendas.
- Assisting in the distribution and management of client paperwork.
- Planning internal (team morale and offsite) and external (client appreciation) events.
- Coordinating client care including recognizing important milestones.
- Data management and clean up.
- Providing support in preparing presentations and management of social media.
- Filtering of emails and other communications to free up time for the Founder and other team members.
Requirements:
- Bachelor’s degree, preferably in finance or business.
- 5 years experience supporting individuals at the executive level.
- Strong computer literacy including experience with Outlook, Powerpoint, Excel and CRM tools
- High level of organizational skills and ability to manage multiple priorities in a fast-paced, changing environment.
- Ability to be flexible, prioritize tasks, think several steps ahead and ensure follow through.
- Strong communication skills including written correspondence.
- Excellent interpersonal skills with strong orientation towards service and teamwork.
- Passion for helping clients.
- Demonstrated ability to think critically on a strategic level, take initiative and problem-solve.
Benefits:
- Competitive salary plus bonus opportunities.
- 401(k) with company match.
- Medical/dental/vision/life insurance.
- Free parking.
- 10 paid holidays plus 3 weeks PTO.