Rasmussen Capital Management, Inc. Financial Services Assistant SeaTac, WA · Part time Company website

Apply for Financial Services Assistant

About Rasmussen Capital Management, Inc. Rasmussen Capital Management, Inc. is a SeaTac-based wealth management, investment advisory, and business consulting firm serving business owners, executives, professionals, retirement plan sponsors, and high-net-worth individuals and families. We help clients coordinate investment management, financial planning, retirement planning, retirement plan advisory services, business consulting, business valuation, and exit-planning strategies. Our work is analytical, tax-aware, and tailored to each client’s financial and business objectives. What sets our firm apart is our integrated approach, professional expertise, and commitment to personalized client service. Team members work directly with clients and gain exposure to multiple areas of financial services while contributing to a growing professional practice.

Financial Services Assistant — Part-Time

Position Overview

Rasmussen Capital Management, Inc. is seeking a professional, organized, and detail-oriented Financial Services Assistant to provide administrative, client service, and operational support to a wealth management and business consulting firm.

This part-time, in-office position is located in SeaTac, Washington. The ideal candidate takes initiative, follows through on assignments, communicates professionally, and is comfortable handling confidential financial and personal information.

Primary Duties and Responsibilities

* Answer incoming telephone calls and communicate professionally with clients, prospects, vendors, and professional partners.

* Schedule client meetings, portfolio reviews, prospect appointments, and follow-up calls.

* Prepare the office, meeting room, documents, and materials for client meetings.

* Assist with preparing and processing investment and retirement account applications.

* Prepare account maintenance, beneficiary, transfer, distribution, and other service forms.

* Send documents for electronic signature and monitor outstanding signatures.

* Review paperwork for completeness and accuracy before submission.

* Track account-opening, transfer, and client service requests through completion.

* Maintain accurate client information, notes, tasks, and follow-up activities in the firm’s CRM system.

* Gather and organize financial statements, account statements, tax documents, insurance records, and other client information.

* Send, collect, and track risk questionnaires and financial-planning documents.

* Assist with preparing client review reports, meeting materials, correspondence, and presentations.

* Scan, name, file, and maintain confidential electronic and paper records.

* Monitor recurring client service items and follow up on incomplete or outstanding requests.

* Assist with retirement plan, business consulting, business valuation, and financial-planning projects.

* Maintain prospect and referral-source records and assist with business-development follow-up.

* Perform online research, spreadsheet preparation, data entry, and other administrative duties as assigned.

Required Qualifications

* Employment is contingent upon successful completion of a background check.

* Prior experience in an administrative, client-service, financial-services, accounting, banking, insurance, legal, or other professional office environment.

* Professional fluency in written and spoken English sufficient to communicate clearly with clients, prepare accurate correspondence, understand financial documents, and follow written and verbal instructions.

* Current authorization to work legally in the United States.

* Strong verbal and written communication skills.

* Excellent organizational and time-management abilities.

* Strong attention to detail and commitment to accuracy.

* Ability to handle confidential information with discretion.

* Professional telephone manner and client-service orientation.

* Working knowledge of Microsoft Outlook, Word, and Excel.

* Ability to learn new software, financial platforms, and office procedures.

* Ability to manage multiple assignments and deadlines.

* Dependable attendance and consistent follow-through.

* Ability to work independently while recognizing when a matter should be referred to the advisor.

Desired Skills and Experience

* Experience working for a wealth management firm, registered investment adviser, broker-dealer, CPA firm, bank, trust company, retirement plan firm, or insurance agency.

* Familiarity with investment, brokerage, IRA, Roth IRA, and retirement plan accounts.

* Experience preparing account-opening and account-maintenance paperwork.

* Experience using CRM systems, electronic signature platforms, financial-planning software, or custodian websites.

* Intermediate or advanced Microsoft Excel skills.

* Familiarity with Wealthbox, DocuSign, Schwab, Pershing, RightCapital, Morningstar, Calendly, or similar systems.

* Securities industry licensing, including the SIE, Series 7, Series 63, Series 65, or Series 66, is helpful but not required.

* Education or experience in finance, accounting, business administration, economics, or a related area.

Ideal Candidate

The ideal candidate is:

* Professional and client-service focused.

* Organized, dependable, and detail-oriented.

* Proactive and willing to take initiative.

* Comfortable working with financial information and numbers.

* Able to anticipate needs and identify tasks requiring follow-up.

* Technologically capable and willing to learn new systems.

* Resourceful when resolving administrative or operational issues.

* Able to prioritize assignments and meet deadlines.

* Discreet and trustworthy when handling confidential information.

* Interested in learning about wealth management, financial planning, retirement plans, and business consulting.

Schedule and Work Location

We are hiring two part-time Financial Services Assistants to provide coverage during the following weekday shifts:

* Morning shift: Monday through Friday, 8:00 a.m. to 12:00 p.m.

* Afternoon shift: Monday through Friday, 1:00 p.m. to 5:00 p.m.

Each position is expected to work approximately 20 hours per week. Applicants should indicate whether they are applying for the morning shift, afternoon shift, or are available for either schedule.

This is primarily an in-office position located in SeaTac, Washington. Consistent attendance and reliable availability during the selected shift are required. Occasional schedule flexibility may be requested to assist with employee absences, client meetings, or increased workloads.

Compensation

* $29 to $35 per hour, depending on experience, qualifications, technical skills, and financial-services licensing.

* This position does not currently include employer-sponsored health insurance or retirement plan benefits.

Important Role Limitation

The Financial Services Assistant will provide administrative and operational support. The employee may not provide investment, tax, legal, or financial advice unless appropriately licensed, authorized, and acting within the scope of the firm’s policies and regulatory requirements.

Equal Employment Opportunity

Rasmussen Capital Management, Inc. provides equal employment opportunities to qualified applicants and employees without regard to any status protected by applicable federal, state, or local law.