... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
We are actively hiring for a Store Operations Manager (GM) for our location in Spokane, WA store ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
We are actively hiring for a Store Operations Manager (GM) for our location in Spokane, WA store ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA · On-site
... Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to ... The successful candidate will help manage daily operations while also providing high-level ...
Oversee Casino operations and assist with making management decisions while serving as the Manager on Duty. * Perform other tasks assigned. Regulatory & Compliance Responsibilities * High School ...
Oversee Casino operations and assist with making management decisions while serving as the Manager on Duty. * Perform other tasks assigned. Regulatory & Compliance Responsibilities * High School ...
Senior Dealer Operations Manager- Spokane, WA
Spokane, WA · On-site
$90 - $170/hr
## Senior Dealer Operations Manager- Spokane, WAApplylocations: Irvine, California - United States of ... Ensure compliance with dealership agreements, company policies, and program requirements.* Assist ...
Senior Dealer Operations Manager- Spokane, WA
Spokane, WA · On-site
$90 - $170/hr
## Senior Dealer Operations Manager- Spokane, WAApplylocations: Irvine, California - United States of ... Ensure compliance with dealership agreements, company policies, and program requirements.* Assist ...
The Senior Dealer Operations Manager acts as a strategic business advisor to an assigned network of ... Ensure compliance with dealership agreements, company policies, and program requirements. * Assist ...
The Senior Dealer Operations Manager acts as a strategic business advisor to an assigned network of ... Ensure compliance with dealership agreements, company policies, and program requirements. * Assist ...
Merchant Service Operations Manager
Post Falls, ID · On-site
$100K/yr
... assist in offering complete online payments for their business. You will work with a team of ... Manage product launch and continuously search for ways to offer better service to our clients ...
Merchant Service Operations Manager
Post Falls, ID · On-site
$100K/yr
... assist in offering complete online payments for their business. You will work with a team of ... Manage product launch and continuously search for ways to offer better service to our clients ...
Senior Manager, Manufacturing Operations
Spokane, WA · On-site
$113 - $189/hr
The Senior Manager, Manufacturing Operations leads all day-to-day operations of assigned locations and value streams, ensuring safe, efficient, and quality production of modular products that meet ...
New
Senior Manager, Manufacturing Operations
Spokane, WA · On-site
$113 - $189/hr
The Senior Manager, Manufacturing Operations leads all day-to-day operations of assigned locations and value streams, ensuring safe, efficient, and quality production of modular products that meet ...
New
Deputy Operations Manager, Operations Manager Essential Duties & Responsibilities*: * Coordinate ... Identify projects with Self-Perform opportunities and assist in the development of the Self-Perform ...
Deputy Operations Manager, Operations Manager Essential Duties & Responsibilities*: * Coordinate ... Identify projects with Self-Perform opportunities and assist in the development of the Self-Perform ...
Deputy Operations Manager, Operations Manager Essential Duties & Responsibilities*: * Coordinate ... Identify projects with Self-Perform opportunities and assist in the development of the Self-Perform ...
Deputy Operations Manager, Operations Manager Essential Duties & Responsibilities*: * Coordinate ... Identify projects with Self-Perform opportunities and assist in the development of the Self-Perform ...
... executive, and a founder with multiple startups who've lived the "high standards, high output ... managers inside high-mix, RFQ-driven manufacturing environments. Your role is to do what you've ...
Quick apply
... executive, and a founder with multiple startups who've lived the "high standards, high output ... managers inside high-mix, RFQ-driven manufacturing environments. Your role is to do what you've ...
... executive, and a founder with multiple startups who've lived the "high standards, high output ... managers inside high-mix, RFQ-driven manufacturing environments. Your role is to do what you've ...
Quick apply
... executive, and a founder with multiple startups who've lived the "high standards, high output ... managers inside high-mix, RFQ-driven manufacturing environments. Your role is to do what you've ...
Project Manager/Estimator
Spokane, WA · On-site
... * Assist Operations & Production Management with production scheduling and workload planning ... Track project performance using appropriate metrics and provide regular status updates to executive ...
Quick apply
Project Manager/Estimator
Spokane, WA · On-site
... * Assist Operations & Production Management with production scheduling and workload planning ... Track project performance using appropriate metrics and provide regular status updates to executive ...
Project Manager/Estimator
Spokane, WA · On-site
... * Assist Operations & Production Management with production scheduling and workload planning ... Track project performance using appropriate metrics and provide regular status updates to executive ...
Project Manager/Estimator
Spokane, WA · On-site
... * Assist Operations & Production Management with production scheduling and workload planning ... Track project performance using appropriate metrics and provide regular status updates to executive ...
Project Manager/Estimator
Spokane, WA · On-site
$82K - $105K/yr
... * Assist Operations & Production Management with production scheduling and workload planning ... Track project performance using appropriate metrics and provide regular status updates to executive ...
Project Manager/Estimator
Spokane, WA · On-site
$82K - $105K/yr
... * Assist Operations & Production Management with production scheduling and workload planning ... Track project performance using appropriate metrics and provide regular status updates to executive ...
Executive Assistant Operations Manager information
See Spokane, WA salary details
$28.3K - $35.7K
9% of jobs
$41.2K is the 25th percentile. Wages below this are outliers.
$35.7K - $43.1K
21% of jobs
The median wage is $50.3K / yr.
$43.1K - $50.5K
20% of jobs
$50.5K - $57.9K
17% of jobs
$63.3K is the 75th percentile. Wages above this are outliers.
$57.9K - $65.3K
11% of jobs
$65.3K - $72.7K
8% of jobs
$72.7K - $80.1K
4% of jobs
$80.1K - $87.5K
4% of jobs
$87.5K - $94.9K
2% of jobs
$94.9K - $102.3K
2% of jobs
$102.3K - $109.7K
1% of jobs
$28.3K
$58.7K
$109.7K
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Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA • Hybrid
Full-time
Medical, Retirement, PTO
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients.
Paraplanning and Analytical Support
· Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software.
· Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning.
· Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations.
· Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.
Office Management and Administration
· Office Operations: Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion.
· Scheduling: Serve as the main point of contact for clients scheduling meetings.
· Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements).
Requirements
· Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required.
· Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred.
· Skills:
o Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines.
o Strong written and verbal communication skills.
o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
· A high level of integrity and ability to maintain strict confidentiality.
· Knowledge of industry regulations and compliance standards is extremely beneficial.
· Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset.
Benefits
· Competitive salary commensurate with experience
· 401(k) with company match
· Flexible hours and paid time off and holidays
· A flexible, supportive, and collaborative work environment
· Financial assistance for professional accreditations and continuing education
· No health insurance benefits are available
About Kestra Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
West Lake Hills, TX, US
Year founded
1997