Coldstream Capital Management
Administrative Assistant
Coldstream Capital Management, Portland, Oregon, United States, 97204
Job Descriptions:
Coldstream Wealth Management is looking for an engaging, polished Office Administrator to support our clients and 2 wealth management teams at our Portland office. This is a great opportunity to utilize your administrative skills and learn about the financial services industry!
This position reports to the HR Director and manages all front desk and administrative operations. Work hours are on-site 8:00 AM to 5:00 PM, Monday through Friday, with one hour for lunch.
Responsibilities include:
Provide a great first impression for clients, visitors, and vendors - greeting visitors, managing parking validation, and providing beverages
Answer incoming phone calls, provide general information, and direct calls to appropriate team members
Manage all incoming and outgoing mail and deliveries; occasionally deliver outgoing mail to post office or UPS
Plan and execute events for team members and clients
Order office and kitchen supplies and manage annual supply budget
Manage expense reporting for the leads of both wealth management teams
Deposit incoming checks
Open and close the office daily and keep kitchen and conference rooms organized and neat
Provide support to the wealth management teams, including scanning/uploading/ downloading documents, entering information in our client database, and scheduling/confirming client meetings
Place client lunch orders
Prepare, mail, and track birthday, anniversary and holiday cards and gifts
Required Experience:
2+ years of administrative experience in a professional office environment
High school diploma or equivalent; Bachelor’s or Associate’s degree is preferred
Proficiency with Microsoft Office, including Outlook/calendaring, Word, Excel, and PowerPoint
Ability to communicate courteously, discreetly and effectively with a wide variety of people
Ability to organize and prioritize workflow in a dynamic work environment
Keyword: Office Manager/Administrator
From: Coldstream Wealth Management
Coldstream Wealth Management is looking for an engaging, polished Office Administrator to support our clients and 2 wealth management teams at our Portland office. This is a great opportunity to utilize your administrative skills and learn about the financial services industry!
This position reports to the HR Director and manages all front desk and administrative operations. Work hours are on-site 8:00 AM to 5:00 PM, Monday through Friday, with one hour for lunch.
Responsibilities include:
Provide a great first impression for clients, visitors, and vendors - greeting visitors, managing parking validation, and providing beverages
Answer incoming phone calls, provide general information, and direct calls to appropriate team members
Manage all incoming and outgoing mail and deliveries; occasionally deliver outgoing mail to post office or UPS
Plan and execute events for team members and clients
Order office and kitchen supplies and manage annual supply budget
Manage expense reporting for the leads of both wealth management teams
Deposit incoming checks
Open and close the office daily and keep kitchen and conference rooms organized and neat
Provide support to the wealth management teams, including scanning/uploading/ downloading documents, entering information in our client database, and scheduling/confirming client meetings
Place client lunch orders
Prepare, mail, and track birthday, anniversary and holiday cards and gifts
Required Experience:
2+ years of administrative experience in a professional office environment
High school diploma or equivalent; Bachelor’s or Associate’s degree is preferred
Proficiency with Microsoft Office, including Outlook/calendaring, Word, Excel, and PowerPoint
Ability to communicate courteously, discreetly and effectively with a wide variety of people
Ability to organize and prioritize workflow in a dynamic work environment
Keyword: Office Manager/Administrator
From: Coldstream Wealth Management