ZipRecruiter

Log In

1

Investment Assistant Jobs in Renton, WA (NOW HIRING)

SmartTalent

Office Assistant

Federal Way, WA · On-site

$22 - $25/hr

... and investment industry. The ideal candidate will have strong administrative skills, excellent ... Key Responsibilities • Update and maintain client information within the CRM system • Assist ...

SmartTalent

Office Assistant

Federal Way, WA · On-site

$22 - $25/hr

... and investment industry. The ideal candidate will have strong administrative skills, excellent ... Key Responsibilities · Update and maintain client information within the CRM system · Assist with ...

Empower

Private Wealth Advisor

Seattle, WA

Track market trends, economic conditions, and regulatory changes impacting investments * Assist with monthly audit reviews in collaboration with various internal stakeholders * Collaborate with ...

CFS

Executive Assistant/Bookkeeper Combo!

Seattle, WA

Track investments, capital accounts, distributions, K-1s, and 1099s. * Prepare year-end financial ... Executive Assistant functions including scheduling, correspondence, and coordination with advisors ...

previous pagenext page

Showing results 21-40

All JobsInvestment JobsInvestment Assistant JobsInvestment Assistant Jobs in Renton, WA

Investment Assistant information

See Renton, WA salary details

$27K

$51.7K

$73.7K

How much do investment assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment assistant in Renton, WA is $51,656.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,149.00 and $62,523.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment assistant?

Excelling as an Investment Assistant requires strong analytical abilities, organizational skills, and a background in finance or business administration, often supported by a relevant degree. Familiarity with portfolio management software, financial modeling tools, and industry certifications such as the Series 7 or Series 63 licenses is beneficial. Excellent communication, attention to detail, and a proactive approach help professionals build productive relationships with clients and team members. These skills ensure efficient support for investment teams, precise transaction processing, and superior client service.

What does an investment assistant do?

An Investment Assistant provides administrative and analytical support to investment professionals, helping with research, portfolio management, and client communications. They assist in preparing reports, maintaining financial records, and ensuring compliance with regulatory requirements. Strong attention to detail, financial knowledge, and proficiency with investment tools are essential for success in this role.

What are typical daily responsibilities for an investment assistant?

Investment Assistants typically support portfolio managers and advisors by preparing reports, handling client correspondence, processing investment transactions, and maintaining accurate records. The role often involves monitoring account activities, coordinating meetings, and researching market data to provide insights for investment decisions. You may also assist with compliance documentation and resolving routine client inquiries. Collaborating closely with both internal teams and external partners, you’ll play a vital part in ensuring smooth day-to-day operations in a fast-paced investment environment.

How much do investment assistants make?

Investment assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while those with specialized skills or certifications can earn higher salaries. Compensation often includes benefits such as bonuses and professional development opportunities.
What are the most commonly searched types of Investment jobs in Renton, WA? The most popular types of Investment jobs in Renton, WA are:
What job categories do people searching Investment Assistant jobs in Renton, WA look for? The top searched job categories for Investment Assistant jobs in Renton, WA are:
What cities near Renton, WA are hiring for Investment Assistant jobs? Cities near Renton, WA with the most Investment Assistant job openings:
Investment Assistant jobs near you
Infographic showing various Investment Assistant job openings in Renton, WA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $51,656 per year, or $24.8 per hour.

Office Assistant

SmartTalent

Federal Way, WA • On-site

$22 - $25/hr

Other

Posted 4 days ago

Job description

Financial Advisor Clerical Support - Part-Time
Location: Federal Way, WA
Pay: $22.00-$25.00 per hour
Schedule: Part-Time | 12-24 hours per week
Work Setting: In Office Only
SmartTalent is seeking a professional, detail-oriented Financial Advisor Clerical Support professional to provide part-time administrative and project support within a financial advisory and education services office in Federal Way.
This is an excellent opportunity for someone who is highly organized, comfortable working independently, and interested in the financial services and investment industry. The ideal candidate will have strong administrative skills, excellent written communication, and the ability to handle sensitive client information with a high level of confidentiality and professionalism.
Key Responsibilities
• Update and maintain client information within the CRM system
• Assist with client documentation and broker-dealer updates
• Retrieve and organize client statements and records
• Maintain accurate electronic and physical filing systems
• Assist with financial-services-related administrative projects
• Prepare and update documents, correspondence, and client information
• Provide general clerical and office support as needed
• Maintain strict confidentiality when handling client and financial information
• Complete additional administrative projects as assigned
Qualifications
• High school diploma or equivalent
• Must be at least 18 years of age
• Previous administrative or clerical experience preferred
• Financial services, banking, investment, insurance, or related experience is highly desirable
• Proficiency with Microsoft Office Suite
• Previous experience working with CRM software preferred
• Strong written communication, grammar, and email skills
• Excellent organizational skills and attention to detail
• Strong accuracy and recordkeeping skills
• Ability to quickly learn and navigate new software and technology
• Professional communication and interpersonal skills
• Ability to work independently and manage assigned projects
• Proactive, dependable, and self-motivated
• Interest in business, financial services, or investments is a plus
Employment Details
This position will be employed and paid through SmartTalent, with weekly pay based on approved timesheets.
The selected candidate will work onsite supporting an established financial advisor and will be expected to maintain a high level of professionalism, discretion, accuracy, and confidentiality when working with client information.
SmartTalent Staffing is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
#STHMG

Apply