Evergreen Gavekal is a rapidly growing regional wealth management firm with offices in Bellevue, Portland, San Francisco, and Napa, with $4 billion in Assets Under Management. Our culture fosters creative thinking, an entrepreneurial mindset, and a willingness to wear more than one hat. The company believes in giving people the freedom to work creatively and with self-driven accountability. We believe that people’s opportunities and successes can be earned through innovative thinking and sound execution, not by years of experience climbing the corporate ladder.

Our firm is looking for a polished, well-spoken and detail-oriented Office Administrator to handle the day-to-day needs of answering phones, office management, shipping and administrative support while providing a superb level of customer service. The ideal candidate will possess solid business acumen, be detailed oriented, and have excellent prioritization skills. This person must clearly demonstrate initiative, enjoy working with process, be an effective multitasker with the ability to generate ideas, ‘thinking outside the box’ from time to time. This position reports to the COO.

Evergreen Gavekal LinkedIn

Core Responsibilities:

• Ability to work out of our Bellevue, WA office full-time.
• Act as the face of the company by greeting and interacting with prospective and existing high net worth clients.
• Prepare relevant documents and presentations for current and prospective client meetings.
• Facilitate and prioritize day-to-day activities for the office.
• Work closely with the entire team to handle on-demand tasks based on time-sensitive deadlines.
• Take accurate and comprehensive notes as needed during company all hands and other high stakes meetings.
• Arrange meetings and coordinate conference room logistics for internal team, external clients/prospects, and affiliates.
• Handle daily administrative tasks including but not limited to answering and screening phone calls, maintaining company files, office ordering and inventory management, oversight of mail/shipping, etc.
• Run errands for CEO and other partners as needed. Including but not limited to picking up and delivering gifts, taking cars to get detailed, dropping items off at home of CEO, etc.
• Schedule personal appointments for CEO as needed.
• Submit expense reports for various members of the team.

Qualifications:

• Ability to reliably work in-office full-time. (Required)
• A driver’s license with reliable personable transportation. (Required)
• Ability to operate independently with a strong sense of self-ownership as well as in a team-orientated environment.
• An outgoing and confident personality is a must.
• Ability to be adaptive and flexible.
• Excellent verbal, listening and written communication skills.
• Innate ability to work autonomously.
• MS Office Suite experience.
• Highly organized and process oriented.
• Ability to effectively multitask shifting priorities in a periodically deadline-driven and high-pressure environment.
• Financial industry knowledge is a plus.
• Bachelor’s degree preferred.
• 1-3 years’ experience in a related position preferred.

Compensation:

This hire will receive a base salary between $45,000-$65,000 annually and is DOE. Our organization is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

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