The Role
This is a full-time position, including benefits, based in Vancouver, WA. As the first impression of Martel Wealth Advisors, Inc. we’re seeking someone thoughtful, professional, and proactive. Given the nature of our business, a high degree of trust, discretion, and confidentiality is paramount. If you are an eager team-player who enjoys working in an energetic environment, this may be a great opportunity for you! Come join us at our newly expanded Columbia River waterfront office!
Day to Day Responsibilities
- Answer telephone, screen calls, direct calls to the correct destination, take and relay messages.
- Calendaring and scheduling of office meetings and appointments as required.
- Greet clients upon their arrival and offer them refreshment & conversation until their meeting begins.
- Open office and prepare coffee & tea for team each morning.
- Coordinate catering needs and general support for internal and external company events.
- Track and order supplies for office and kitchen pantry. Maintain vendor relationships and coordinate with appropriate personal.
- Light housekeeping and general up-keep of all office common areas, including front reception, conference rooms, break room, and copy/mail room.
- Assist team with routine filing of documents as needed and provide general administrative/clerical support.
- Prepare and coordinate special client correspondence (birthday cards, etc.).
- Coordinate routine building maintenance at our office and a sister building.
- Hours: 7:30am to 4:30pm Monday to Friday in person, with early office closure at 3pm every Friday.
Qualifications
- Detail oriented, focused, and able to balance multiple requests while maintaining excellent customer service.
- Good knowledge of computers and relevant software applications (Word, Excel, Outlook, Adobe).
- Strong written/verbal communication, attention to detail, and desire to work in a team environment.
- Professional personal presentation.
- Reliable and willing to handle routine tasks with a positive attitude.
- High degree of confidentiality and trust.
Salary And Benefits
- Our employees enjoy a competitive compensation and benefits package, including 100% paid employee medical (includes vision) premiums, 401(K) plan with employer contribution after a year, PTO that increases with tenure in addition to sick time, additional paid holidays off, and early office closure every Friday.
- Our centrally located, Columbia River waterfront office provides for an exciting place to work, and we enjoy regular team outings around the Portland-SW Washington area.
- This position is in-office 5 days a week and is not remote.
- If you are someone who’s a team player and has a love of the Pacific Northwest, come join us!
Martel Wealth Advisors, Inc. is an independent, boutique investment management firm based in the Pacific Northwest since 1982. Today, we advise high net worth families and employer-sponsored retirement plans across 10+ states with over $1 billion in assets under management. The firm, supported by a dedicated team of specialists, offers our clients a bespoke array of investment and retirement planning opportunities. Our headquarters is located on the waterfront of the Columbia River in Vancouver, WA.
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