Trellis Advisors, LLC Hiring for Front Desk Administrator (Temp) at Ellensburg, WA Full Time

We are a flourishing boutique wealth management firm with two offices, a roster of high caliber clients, and an amazing team. We’re on the hunt for an awesome Front Desk Administrator to help us with client service and to keep our offices moving smoothly.

Based in our Ellensburg office, the Front Desk Administrator provides clerical and administrative support to the team by performing a variety of duties, including:

• Screening and routing telephone calls.
• Collecting and scanning client documents, including downloads from Sharefile.
• Entering data into Excel, our CRM, and various financial management software tools.
• Assisting with preparations for client meetings.
• Coordinating weekly team meetings, including lunch orders and note-taking during team meetings.
• Typing and editing correspondence.
• Maintaining office equipment.
• Running errands, as needed.
• Coordinating office maintenance.
• Keeping office neat and tidy.
• Taking notes on calls, as needed.

Our ideal candidate has strong PC skills, experience with Microsoft Office (Word, Excel, PowerPoint, and Outlook), the ability to multi-task, outstanding communication skills, excellent attention to detail, and a passion for helping others.

If interested, please send a resume in PDF.

Job Types: Full-time, Temporary

Pay: $20.00 – $25.00 per hour

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person