Investment Assistant - Redmond, WA
2 weeks ago

Job summary
The Investments Assistant should be seen as a steward of the investment department, contributing to the growth of our investment department.Success in this role comes from being detail‑oriented, proactive, comfortable with financial data, and the ability to communicate clearly with both clients and colleagues.
Responsibilities
- Support high client satisfaction rates through excellent customer service,
- Ensure prospects and clients experience superior client service,
- Act as a liaison between prospects, clients, and the Investment department to ensure the timely completion of support requests,
- Maintain electronic client files,
Job description
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