R2R Strategic Recruiting is thrilled to present an exceptional opportunity for talented individuals seeking to make a significant impact on a passionate and tightknit wealth advisory team! Operating locally in the greater Portland, Oregon, and Southwest Washington area, we specialize in connecting top-tier companies with ideal candidates to drive mutual success and growth.
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Position: Office Administrator, Client Services
Location: Portland, Oregon (In-office, full-time)
*Open to flex schedules after 6 months to 1 year of employment
Location Perks: Parking provided; office located near the Max
Compensation: $55,000-$70,000 per year (depending on experience and qualifications)
Your Role
Join the well-established private wealth financial advisory practice as an Office Administrator specializing in client services. In this pivotal role, you will be the backbone of our office operations, ensuring efficiency and excellence in administrative functions while providing top-tier support to our high-value clients. If you excel at multitasking in a dynamic environment and have a knack for organization and problem-solving, we invite you to be a part of our collaborative team.
A Day in the Life
Office Management Excellence: Oversee complex day-to-day administrative duties, including managing office operations, supplies, and vendor relationships. Ensure the office runs smoothly and efficiently.
Exceptional Client Service: Act as the primary point of contact for clients. Respond promptly to inquiries, provide solutions independently, and maintain a high level of client satisfaction.
Calendar & Scheduling Management: Coordinate and manage multiple calendars, schedule client appointments, and organize meetings with precision, ensuring seamless communication between clients and advisors.
Multitasking & Prioritization: Quickly pivot between tasks while handling interruptions gracefully. Prioritize responsibilities to meet deadlines in a fast-paced environment.
Financial Planning Support: Assist with financial plan data gathering, investment research, and preparation of financial cases, contributing to the overall success of client engagements.
Team Collaboration: Work independently and collaboratively within a respectful, collegial, team-based culture that values competence, integrity, and efficiency.
What You Bring
Professional Experience: Minimum of 3-5 years of administrative or office management experience, preferably in a professional services environment.
Educational Background: Bachelor's degree in Finance, Business Administration, or a related field is a plus.
Skills & Qualifications:
Exceptional Organizational Skills: Proven ability to juggle multiple responsibilities, prioritize effectively, and maintain attention to detail.
Independent Problem Solver: Self-motivated with the ability to find solutions independently and retain information efficiently.
Strong Multitasking Abilities: Comfortable working in a fast-paced environment with frequent interruptions.
Technical Proficiency: High proficiency in Microsoft Word, Excel, Outlook, and familiarity with CRM systems is a plus.
Excellent Communication Skills: Superior verbal and written communication abilities; able to present professionally and genuinely with clients and colleagues.
Professionalism and Integrity: Displays a high level of professionalism and integrity in all interactions.
Positive Attitude: Maintains a positive demeanor, possesses a sense of humor, and demonstrates a sincere willingness to learn and grow.
Licenses & Certifications:
Licenses such as Series 7, Series 66, and state life/health insurance are a plus but not required. Opportunities to acquire these licenses may be offered as part of your benefits package, depending on your career goals.
Benefits
Competitive Compensation: Starting salary of $55,000-$70,000 per year, commensurate with experience and qualifications.
Retirement Plan: Company matching contributions up to 3%.
Health Benefits: Medical, dental, and vision insurance covered at 50% for the employee.
Disability Insurance: Covered at 100% for the employee.
Paid Time Off: 5 weeks of total paid time off, including major holidays.
Bonus Opportunity: Potential for an annual bonus in addition to salary.
Professional Development: Opportunities for career advancement, ownership within the company, and support for obtaining relevant licenses and certifications.
Why Join?
At this established and growing wealth financial advisory practice, you'll be part of a dynamic team dedicated to excellence in financial advisory services. They foster a collaborative environment where your contributions are valued, and your learning and development within the role is supported. If you're passionate about providing exceptional client service and looking for an admin role that truly offers impact, not just routine, then this is the place for you!
Apply Today
Ready to take the next step in your career? Submit your resume for consideration. We will review your application and contact you soon with the next steps and interview timelines.
Thank you for considering this opportunity-we look forward to connecting with you!
R2R Strategic Recruiting is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.