Administrative Assistant - Kennewick, WA
About The Position
Join Cornerstone Wealth Strategies as our Administrative and Marketing Assistant, where you’ll support our team of financial advisors and help deliver an exceptional client experience. In partnership with LPL Financial, you’ll have access to innovative resources, a collaborative environment, and the opportunity to make a meaningful impact on both our clients and our growing practice. Cornerstone Wealth Strategies is a financial planning and investment management firm located in Kennewick, Washington. As a boutique firm, we specialize in providing comprehensive, personalized financial planning and wealth management services. Our team of fifteen advisors and support staff operates in a highly efficient, team‑oriented environment designed to deliver a unique and deeply client‑focused experience. As we continue to expand, we are looking for talented professionals who share our commitment to excellence. We are seeking to add a bright, friendly, and detail‑oriented team member who can help deliver a premium client experience. Ideal candidates will bring warmth and professionalism to every interaction and will thrive in a fast‑paced environment. Candidates should be team‑oriented and are eager to grow within a dynamic, client‑focused wealth management team member who will split their time between office administration and marketing. This hybrid position will support smooth daily administration while helping develop and execute marketing initiatives that strengthen client engagement and business growth.
Requirements
- Proficiency with social media platforms
- Proficiency in Microsoft Word, Excel, Power Point and Outlook; Client Relationship Management applications
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Ability to multi-task and follow through on projects and tasks
- Strong written and verbal communication skills with the ability to present complex information clearly
- High attention to detail
- Strong organizational skills
- Excellent client service mindset
- Ability to work independently and collaboratively
Nice To Haves
- Bachelor's in marketing or equivalent previous marketing experience
- Experience in the financial services industry
Responsibilities
- Perform administrative, operational, and customer support tasks
- Maintain communication with current clients via mail, email, and phone
- Answer phones and schedule appointments
- Support social media management and content creation
- Assist with website updates and email marketing
- Basic graphic design for marketing materials and social media
- Contribute to marketing campaign ideas and execution
- Assist with planning and coordinating client events
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
