Executive Assistant

Issaquah, WA


Invex Financial, located in Issaquah, Washington, is seeking an Executive Assistant to provide a high level of support to the Managing Director and their thriving wealth management firm.

The Executive Assistant plays a critical role in the overall success of the firm by ensuring the Managing Director is focused on the key areas of her business which include, business development, client retention, and portfolio management. The position requires an experienced, organized and detailed individual who is self-motivated, remarkably resourceful and has a passion for executive administrative support. At Invex Financial, the Executive Assistant role will manage all traditional executive assistant duties including scheduling, managing calendars, drafting and proof-reading correspondences, managing emails and calls, and diligently recording all agreed upon action and follow up items needed from the Managing Director to ensure her commitments are fulfilled.

At Invex Financial, the Executive Assistant presents themselves as a polished professional who seeks excellence by thriving in a fast-paced environment, meeting tight deadlines and displaying exemplary organization and communication skills. Ideal candidates welcome challenges, appreciate the need for flexibility and find gratification through problem resolution.

If you are searching for a challenging, fast paced and rewarding position, this position may be the opportunity you are looking for!

Essential Duties and Responsibilities:

  • Provide direct support to Managing Director to include both personally and professionally: scheduling, travel arrangements, meeting preparation, and other daily administrative support tasks and duties as assigned
  • Conserve Managing Director’s time by managing the directors schedule, reading items sent to the director, researching items, routing correspondence; drafting letters and documents; collecting and analyzing information; initiating phone calls and e-mails
  • Prioritize daily, short-term, and long-term tasks for the Managing Director to ensure Managing Director is very focused on the business growing and improving
  • Maintain a daily direct line of communication with Managing Director to ensure Managing Director is up to date with all items pending and in motion tasks of Managing Director and all team members; consistent follow-ups are required for items which require Managing Director's attention
  • Update client information in the approved CRM systems
  • Plan and execute events for the company or personally such as social, client or prospect events, client educational seminars, and special events for special clients;
  • Maintain the company literature, brochures, and website so they are current; Write textual content for digital marketing campaigns and website; Assist in Process company mailing, e-mailing campaigns, and online branding efforts
  • On-going management of digital touch points, including social media accounts (Facebook, Twitter, LinkedIn and Google Plus).
  • Assist in monitor inventory of office supplies and the purchasing of new materials

Required Qualifications:
  • Bachelor or Associates degree preferred
  • 2 - 3 years professional experience as an Executive Assistant
  • Understanding of Business and Personal Financial Management
  • Intermediate to advanced knowledge of Microsoft suite, and a willingness to learn new systems commonly used by the firm

Desired Traits:
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work
  • Possesses strong work ethics and morals; is driven and motivated to advancing their career through hands on experience and evolving industry knowledge
  • Energetic, eager to learn, team player, willing to cooperate; self-motivated with ability to work both independently and under direction
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to change in the work environment, manages competing demands and multiple interruptions

More about Invex Financial:

Invex Financial practices a Comprehensive Wealth Management process founded on core investment principles, innovative and timely research, and investment products not readily available to the general public. The team has more than 40 combined years' of in financial services industry. They believe their knowledge and experience allows clients to have a high level of confidence that their investments are positioned for a high probability of success.

There are many financial advisors and institutions willing to adjust their principles to meet the demands of any client. Invex is not one of those groups. Their team philosophy concentrates on being everything to a select group of individual and institutional clients, rather than trying to be everything to every investor. They seek clients who share their investment values

Qualified and energetic candidates who wish to be considered for the Executive Assistant role are encouraged to submit a current resume to

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