Saturna Capital is seeking an Administrative Assistant to manage the front desk area at our downtown Bellingham office. This is a dynamic role offering exposure to a variety of administrative functions and is a great opportunity for individuals looking for an entry-level position in the financial services industry. This role is responsible for supporting our customers by taking inbound calls, as well as providing administrative support to the Investor Services Department. We are looking for a motivated individual who is a self-starter with strong interpersonal skills. You will have dedicated time to focus on growth and career development in preparation for more senior roles within the company. This position includes paid training and support for industry requisite exams.
Location: Bellingham, WA – on site
Starting wage range: $23.08 – 26.44 per hour (DOE)
Primary duties include:
Providing customer service support to current and prospective clients via telephone or written communication
Performing administrative tasks, such as reconciling accounts and other related activities in the Investor Services Department
Creating a hospitable and welcoming environment for all clients, guests and employees
Collaborating on special project teams and completion of assigned tasks in a timely manner
Providing assistance to other departmental staff, as needed
Our Employee Benefits package includes:
Medical coverage; High-deductible plan offers full family coverage at no cost to employee. PPO plan is covered 100% for employees
Health Savings Account, Employee Assistance Program, regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days following first year of service
WA Paid Sick and Safe Leave
10 paid holidays (per NYSE holiday schedule)
Paid Parental, Bereavement and Jury Duty leaves
Up to $1,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Home-buyer assistance program
Free YMCA gym membership
Free WTA bus pass
Requirements:
Bachelor’s degree or equivalent combination of education and experience
Previous customer service experience
Obtain FINRA SIE, Series 7, and Series 63 within first 9 months of employment
Candidates must successfully complete pre-employment requirements such as a logic test, background and credit check, drug screening and reference check.
Founded in 1989, Saturna Capital is an Investment Advisor to twelve mutual funds, a variety of private clients, and pooled investment funds. With an emphasis on sustainability, ongoing education, and overall employee wellness, Saturna aspires to be a best place to work in Bellingham, WA.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We use E-Verify.
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center
TO APPLY: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=926b171d-cdcc-4eb6-8f36-a2afb06b1886&ccId=19000101000001&jobId=477318&lang=enUS&source=EN