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|Job Category :
|Breakwater Investment Management
|Client Relationship Manager/Executive Assistant
|1001 4th Avenue, Seattle, WA 98154
|Job Description :
|Breakwater Investment Management, an independent boutique financial planning and investment advisory practice, is seeking a full-time, kind, proactive, Client Relationship Manager and Executive Assistant in Seattle, WA. Please do not apply to this job without a proper written and formatted cover letter, as it will demonstrate your ability to pay attention to details, follow instructions and offer a writing sample. This is a full-time job. The hours can be flexible but are generally market or business hours Monday through Friday.As a Registered Investment Advisor, Breakwater is seeking a self-motivated individual to work directly with our lovely clients and fellow staff to provide world-class, white-glove service. This position is a great opportunity for you to begin or continue your career in personal finance and grow into roles with increasing responsibility. A background in finance or investing is not required. An instinct to serve clients is required.Benefits include:-$25-30/hr DOE-Opportunities for bonuses and pay increases-Healthcare stipend-Fully-paid transit pass-Paid educational opportunities-Home office equipment supplied as neededQualifications:-Strong interest in being helpful and nice to our clients-Strong communication skills (written and verbal)-Bachelor’s degree from an accredited university (required)-Ability to work in person in downtown Seattle and remotely from home-Proficiency in Microsoft Office Suite-Highly organized with exceptional attention to detail and follow-through-Strong ability to manage multiple projects with competing deadlines-Team player with positive attitude and strong work ethic-Ability to work independently-Must be able to exercise discretion with respect to highly confidential/sensitive information-Background in finance or investing is not requiredDuties will include:-Work closely with Advisor and fellow support staff to support their clients-Graciously correspond with clients via email and phone-Identify opportunities for and coordinate services within client base-Manage advisory business implementation and re-balancing-Serve as a key liaison to other areas supporting the Business, including custodians and other professionals-Plan and manage new account onboarding process-Execute, process, and reconcile trading and other investment related transactionsWe are looking for someone to grow into the position with ever-increasing responsibilities and corresponding increasing compensation. This is not in any way a sales job. Prior to hiring, we will need references from you.We encourage candidates from all races, religions, national origins, sex, sexual orientation, parental status, and gender identities to apply. As a core value of our firm, we support diversity and inclusion in all its forms.Please include a resume and cover letter (PDF please.) Applications received incorrectly formatted or without a cover letter will not be considered.Job Type: Full-timePay: $25.00 – $30.00 per hourBenefits:Flexible scheduleHealth insurancePaid time offSchedule:8 hour shiftMonday to FridaySupplemental Pay:Bonus payCOVID-19 considerations:We primarily communicate with clients remotely via Zoom, email, and phone. We are all vaccinated and boosted. We stay home when we have symptoms of illness.Ability to commute/relocate:Seattle, WA 98154: Reliably commute or planning to relocate before starting work (Required)Education:Bachelor’s (Required)Work Location: One location
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