Cashman Consulting is Hiring

[POSITION FILLED] Cashman Consulting is looking for an energetic, organized and hard-working professional to fill our Office Coordinator position. We are looking for a skilled individual to undertake a variety of day-to-day office and clerical tasks. You will be an integral part in ensuring that our office operations run smoothly and are successful in supporting other business activities. For our firm, an excellent office coordinator is, above all, an organized and competent professional with phenomenal communication skills. You will be comfortable dealing with people and able to carry out administrative duties with accuracy and promptness.  The goal is to ensure that office operations are efficient and add maximum value to our organization.

Duties include:

    • Answering incoming phone calls
    • Greeting clients and other professionals
    • Scheduling appointments and maintaining multiple calendars
    • Preparing meeting materials
    • Maintaining office equipment and supplies
    • Helping with administrative duties
    • Assisting with special projects
    • Coordinating client events
    • Assists office staff as needed


    • Experience with multi-line phone system & excellent phone skills
    • An exceptional work ethic
    • Organized with the ability to prioritize and multi-task
    • Initiative & flexibility
    • Organized with attention to detail
    • Highly developed oral & written skills
    • Excellent interpersonal skills, team player
    • Reliable transportation, punctual
    • Be coachable to learn new processes, procedures & policies
    • Working knowledge of office equipment
    • Microsoft Office
    • Previous customer service experience
    • College degree; BS/BA in business administration or relevant field is a plus

Interested Candidates please contact Megan Baumgartner at (425) 895-8676 or

About Cashman Consulting:

WE HAVE BEEN A PROUD AND THOUGHTFUL INDEPENDENT VOICE OF INVESTMENT STRATEGY SINCE 1997. Financial advisory is less about numbers and more about people. Your investment advisors are committed to work side-by-side with you as a partner in your investment journey.  The depth of experience and knowledge of our consulting team, in addition to global investment resources, serves our clients in meeting their investment goals. At Cashman Consulting, our mission is to provide independent advice for the creation, ongoing administration and investment strategy for our clients. We are committed to those we advise and serve and take great pride in providing them with the clarity needed to make sound business and investment decisions.

Equal Employment Opportunity is not just the law, it’s our commitment. We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.