COMPANY OVERVIEW

Careers

Are you driven to give your all for your team?

At Financial Advocates we support hundreds of independent financial advisors striving every day to do what is best for their clients.  By focusing on doing our best for them, we empower them to be their best.  Together we are better.

If you are a go-getter who enjoys working in a highly collaborative team-environment, we invite you to explore our open positions.

Current Opportunities

 

Office Receptionist - Olympia, WA

Job Title: Office Receptionist
Location: Olympia, WA

Job Description
Financial Advocates has an opportunity for a full-time Office Receptionist. To be successful in this role, you must have basic knowledge of the financial services industry and superior client service skills. Each essential task will require a focus on accuracy, detail, time management and organization skills. You will need strong communication and client service skills to build relationships within the organization and with our partners in a fast-paced environment.

Duties:
Duties include, but are not limited to, the following:

  • Greet all visitors in a cordial and professional manner
  • Answer, screen, and forward incoming phone calls
  • Provide basic and accurate information in-person and via phone and email
  • Receive, sort and distribute incoming and outgoing mail and deliveries
  • Electronic paperwork filing, coordination, and management
  • Monitor meeting room schedules
  • Opening, closing and maintenance of office
  • Special projects
  • Other duties as required

Competencies:
To perform the job successfully, you should be able to demonstrate the following competencies:

  • Exceptional client service skills
  • Pleasant, friendly, positive, and personable demeanor
  • Keen attention to detail
  • Ability to identify and resolve problems in a timely manner
  • Outstanding written and verbal communication skills
  • Solid administrative organizational skills
  • Strong computer skills and the ability to learn new programs
  • Professional, courteous and efficient when working with clients and colleagues
  • Multi-tasking and time management skills with the ability to prioritize tasks
  • Ability to be resourceful and proactive when issues arise
  • Dependable

Education and/or Experience:
Associate degree or higher degree in business related field or equivalent related experience and/or training. An overall understanding of the investment industry and how a financial advisor conducts business is preferred.

How to apply:
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter as a Word document. Please use your last name somewhere in your resume’s file name. Please note, if you are a qualified candidate, we will respond to your submission by phone or email. Please note that emails from us may go into your spam/junk file.

We look forward to hearing from you!

Internal Accountant - Olympia, WA

Job Title: Internal Accountant
Location: Olympia, WA

Job Description
Financial Advocates has an opportunity for an Internal Accountant performing the accounting needs of the organization. This position works closely with internal and external clients. To be successful in this role, you must have basic knowledge of the financial services industry and superior client service skills. Each essential task will require a focus on accuracy, detail, time management and organization skills. You will need strong communication and client service skills to build relationships within the organization and with our partners in a fast-paced environment.

Duties:
Duties include, but are not limited to, the following:

  • Assist in the development and implementation of goals, policies, priorities, and procedures relating to financial management, budget, accounting, and payroll. May assist with human resource related items.
  • Contribute to organizational strategies by contributing accounting and financial information, and analysis.
  • Prepare various financial statements and reports.
  • Perform all bank account reconciliations.
  • Prepare annual budget.
  • Review financial statements with executive personnel.
  • Identify and implement processes and automation to streamline and improve accounting procedures and systems.
  • Process all independent contractor fees including downloading of data, work-up of fees, input and transmit earnings into payroll software. Set wires to accompany fee batches.
  • Review payroll, transmit, reconcile payroll documents with accounting software and fund 401k and FSA program accounts.
  • Prepare and fund monthly, quarterly, and annual excise taxes to various venues.
  • Maintain general subsidiary ledgers, accounts receivable, revenue distribution, operating expenses, and insurance records.
  • Coordinate preparation of external audit materials and external financial reporting.
  • Prepare all year-end data for CPA.
  • Assist with annual benefits open enrollment. Maintain benefits deductions including review invoices, accounting entry, and staff deductions.
  • Manage and complete special financial related projects upon request.

Competencies:
To perform the job successfully, you should be able to demonstrate the following competencies:

  • Collect and research data and uses intuition and experience to complement data.
  • Demonstrate attention to detail.
  • Gather and analyze information skillfully.
  • Respond promptly to customer needs, and requests for service and assistance.
  • Maintain confidentiality.
  • Edit work for spelling and grammar and present numerical data effectively.
  • Demonstrate accuracy and thoroughness.
  • Keep commitments and work with integrity and ethical standards.
  • Uphold organization values and follow policies and procedures.
  • Complete administrative tasks correctly and on time.
  • Support organization’s goals and values and exhibit sound and accurate judgment.
  • Prioritize and plans work activities and use time efficiently.
  • Set goals and objectives and react well under pressure.
  • Look for ways to improve and promote quality and apply feedback to improve performance.
  • Monitor own work to ensure quality and meets productivity standards.
  • Manage competing demands and change approach or method to best fit the situation.
  • Meet challenges with resourcefulness.

Education and/or Experience:
Bachelor’s degree from a four-year College or University, minimum five years related experience and/or training, or equivalent combination of education and experience. Education and/or experience must include business accounting practices.

How to apply:
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter as a Word document to the attention of ANNA. Please use your last name somewhere in your resume’s file name. Please note, if you are a qualified candidate, we will respond to your submission by phone or email. Please note that emails from us may go into your spam/junk file.

We look forward to hearing from you!

Office Intern (Paid) - Olympia, WA

Job Title: Office Intern – Paid
Location: Olympia, WA
Hours: 20/30 hours a week

Job Description
Financial Advocates is seeking a motivated Intern looking to explore and seek a better understanding of the Financial Advisor industry. This is an opportunity to gain practical experience, develop professional skills, test career interests, and participate in the culture of a growing organization. To be successful in this role, you must have basic knowledge and interest in the financial services industry. Each essential task will require a focus on accuracy, detail, time management, and organization skills.

Duties:
Duties include, but are not limited to, the following:

  • Data analysis
  • Electronic data entry and client documentation
  • Reporting
  • Office administration
  • Special projects

Competencies:
To perform the job successfully, you should be able to demonstrate the following competencies:

  • Ability to multi-task, prioritize, and meet deadlines in a fast-paced environment
  • Excellent interpersonal skills with the desire and ability to work will all levels of the organization
  • Work independently and as a member of a team
  • Experience using common software and proficiency with Microsoft Office suite
  • Strong verbal and written communication skills
  • Demonstrates accuracy and thoroughness
  • Ability to prioritize
  • Meet challenges with resourcefulness
  • Approach responsibility with enthusiasm
  • Maintain confidentiality

Education and/or Experience
This internship is being offered to senior undergraduate students progressing towards a Bachelor’s degree in Finance, Economics, or Business. Must be a student in good standing with college/university. Minimum GPA of 3.0.

How to apply
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter as a Word document to the attention of INDIGO at careers @ financialadvocates.com. Please use your last name somewhere in your resume’s file name. If you are a qualified candidate, we will respond to your submission by phone or email. Please note, emails from us may go into your spam/junk folder.

We look forward to hearing from you!

Administrative Associate - Olympia, WA

Job Title: Administrative Associate
Located: Olympia WA (open to remote)

Job Description:
Financial Advocates has an opportunity for an Administrative Associate to join the team. The Financial Services Administrative Associate is responsible for supporting multiple remote financial advisors in all facets of office support. To be successful in this role, an individual must have a base knowledge of the financial services industry and duties, perform each essential duty with a focus on accuracy and detail, proficient time management and organization skills, superior client service skills, ability to build strong relationships within the organization and with clients in a fast-paced environment.

Essential Duties and Responsibilities:
Duties include but are not limited to:

  • Paperwork processing and electronic filing
  • Prepare and process new account paperwork for advisors
  • Prepare any additional follow up forms for clients per advisor’s requests
  • Send documents via e-signature to clients
  • Create, edit, reset, and delete account view profiles for clients
  • Manage and handle advisor notifications
  • Follow through with all paperwork to ensure it is in good order
  • Send out communications via Constant Contact for advisors including vacation notices, articles, RMD reminders, etc.
  • Handle forwarded calls for advisors
  • Mail agreements, brochures, and other client account paperwork to clients
  • Research and resolve account issues or miscellaneous questions for advisors
  • Provide account and market information to clients
  • Special projects

Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:

  • Identifies and resolves problems in a timely manner
  • Intuitive and resourceful to gather, analyze and resolve complicated issues
  • Responds promptly and accurately to client questions and needs
  • Meets commitments and maintains confidentiality
  • Balances team and individual responsibilities
  • Exhibits sound and accurate judgment
  • Demonstrates accuracy and thoroughness
  • Monitors own work to ensure quality
  • Strong attention to detail
  • Strong time management skills
  • Excellent analytical, presentation, communication, and interpersonal skills
  • Act as subject matter expert and drive process improvement
  • Thrives in a fast-paced environment
  • Develop and maintain positive relationships with internal and external clients
  • Contributes to building a positive team culture
  • Treats others with respect and consideration regardless of their status or position
  • Accepts responsibility for own actions

Education and/or Experience:
Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience is required. Series 7, 63, 65 and/or 66 is preferred but not required.

How to apply:
If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Beth. Please use your last name somewhere in your resume’s file name.

Please note, if you are a qualified candidate, we will respond to your submission by phone and or email. Be aware that emails from us may go into your spam/junk file.

We look forward to hearing from you!

Are you looking for a career with Financial Advocates?

Don’t forget to place your cover letter and resume in the body of the email, not as an attachment.

 

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