It’s a great time to join our close knit and growing, fiduciary wealth management firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we have fun changing lives every day!
As recognized by Tri-Cities Journal of Business as a “Best Place to Work in the Mid-Columbia” and InvestmentNews as a “Best Place to Work for Financial Advisors,” Petersen Hastings Wealth Advisors is a high-energy, collaborative team, with a mentoring culture that focuses on excellence, integrity, and servicing our clients to the best of our ability. If you have a desire to grow in the financial services industry, enjoy being incentivized for exceptional work, and thrive on exceeding the financial needs and goals of our clients, apply today!

• Scheduling/Calendar Management
• Manage and maintain executive’s active schedules, including scheduling travel and conferences, making appointments, and making changes to appointments.
• Works closely and effectively with executives to keep them well informed of upcoming commitments and responsibilities.
• Monitors CEO’s and other Executives’ personal calendar(s) and aligns it with their work calendar(s).
• Communications
• Answer and screen/direct calls to appropriate executives and parties, taking messages when necessary.
• Monitor, screen, respond to and distribute incoming communications.
• Managing executive email inboxes, including direct response to scheduling related items.
• Read and analyze submissions, letters, agendas, memos, and to determine significance, route to the appropriate personnel in a timely and efficient manner.
• Attends various executive meetings to manage notes, strategic planning documents and communicate follow-up and action items to the appropriate people.
• Administrative Support
• Research information and draft letters and documents.
• Assist executives in preparation and delivery of presentations.
• Prepare meeting agendas for the CEO.
• Provide clerical and general office support. Delegate tasks and responsibilities to other staff members when appropriate.
• Maintain records management and recommend changes to records system when appropriate.
• Manage Shareholder and BOD Activities
• Liaise with board members to schedule meetings as well as prepare and distribute materials.
• Maintain minutes for all BOD and Shareholder meetings.
• Ensure meeting logistics are handled for all BOD and Shareholder meetings, including social outings.
• Manages the prospective shareholder process.
• Assist with stock transactions, execution of agreements, coordination with banking partner, audit of stock register with bank and attorney.