We are looking for a true ‘A’ player to join our team as our Operations Administrator. This role is designed for the individual who thrives in managing the important details of the operation that is essential to creating an exceptional experience for clients. Our team members are highly valued, supported in their development, career growth and compensated more than competitively. And, above all, Alterra exudes our people-first values.
We’re looking for a Hyper-organized, amazing “I have the details covered” person.
If you want your daily work to have a significant positive impact on people’s lives…
If you want to work on a team with other passionate, high-performing and talented people…
If you want to learn, develop yourself, and create an opportunity for future career advancement…
If you are looking for something fun, fast paced and meaningful…
Then you have found your dream job!
Alterra Advisors is hiring an Operations Administrator to support the internal operations of the firm for financial plan prep, account setup processes, and ongoing client services. Success in this position is imperative to achieving Alterra’s mission of being a leading wealth management firm in the Pacific Northwest.
You’ll be the pillar of accuracy in assisting our team effectively set up our clients’ accounts at Alterra. You will be the first on the scene to coordinate the client data to start the financial plan creation process and assist in the ongoing management of plans to prepare for periodic client reviews. You will collaborate with the advising team to ensure the client cases are progressing and weekly updates are ready for clients to ensure they are receiving an excellent experience.
You are the Rockstar we are looking for if you love and understand the importance of details and accuracy to an effective organization. You are positive, enjoy working in fast-paced environment, have highly detail organizational and problem-solving skills, and can manage tasks efficiently and effectively.
- High attention to detail, processes, and efficient work.
- Positive, friendly and good-humored personality.
- Mature, wise, poised and polished professional with attitude of service.
- Excellence and world-class quality work is the only acceptable standard.
- Superior skills in Excel, Word, and general internet savvy.
- Excellent verbal, written and editing skills.
- Residence within reasonable commute to downtown Bellevue is a must.
Full time position, starting at 40 hours a week, 8-5 PM, with great flexibility within the role.
Compensation: BETTER than competitive, complete with full medical and retirement benefits, and flexible vacation policies to help you recharge when needed!
Must satisfy background check.
To apply, follow this link to our application – APPLY HERE!
The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.