Administrative Assistant

Coldstream Wealth Management • Portland, OR • 4h ago

Job Descriptions:

Are you the kind of person who thrives on keeping everything organized and takes pride in creating a seamless client experience? We are seeking an Administrative Assistant to support a successful Wealth Manager in our NE Portland office. This role is ideal for someone with experience in professional services who enjoys managing details, scheduling appointments and coordinating calendars, and serving as a trusted partner behind the scenes. If you're highly organized, proactive, and enjoy being the person who keeps everything running smoothly, we'd love to hear from you.

This part-time, hybrid opportunity offers the chance to play a meaningful role in a growing wealth management practice while maintaining work-life balance. The schedule will be Monday through Thursday from 9:00 a.m. to 2:00 p.m., working in office 2 days per week.

Responsibilities include:

Manage incoming email communications and respond to inquiries in a professional and timely manner

Coordinate calendars, schedule appointments, and create calendar invitations

Maintain accurate client and prospect information within the firm's CRM system

Review reports, correspondence, and other materials for accuracy, completeness, and quality

Assist with meeting preparation, including gathering materials and coordinating logistics

Arrange business travel, including flights, hotels, transportation, and itineraries

Provide administrative support to ensure an exceptional client experience and efficient day-to-day operations

Required Experience:

3+ years of administrative support experience in a professional services environment; financial services experience preferred

Exceptional organizational skills and strong attention to detail

Excellent client service, interpersonal, and communication skills

A high school diploma or equivalent

Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and the ability to quickly learn new technology and software applications

The ability to work independently while also collaborating effectively with team members

Strong time management skills with the ability to prioritize multiple responsibilities in a fast-paced environment

A high degree of professionalism, discretion, and ability to maintain confidentiality

Keyword: Administrative Assistant

From: Coldstream Wealth Management

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