Administrative Coordinator-Receptionist jobs in United States
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Columbia Associates · 3 hours ago

Administrative Coordinator-Receptionist

positionWilsonville, OR
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$55K/yr - $55K/yr
date2+ years exp

Columbia Associates Wealth Management Group specializes in personalized financial solutions, offering services such as retirement planning and investment management. They are seeking a polished, detail-oriented professional to manage client relations and provide rigorous administrative support in a dynamic environment.

ConsultingFinanceFinancial Services
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Diversity & Inclusion

Responsibilities

Client Relations: Manage the front office experience; greet clients in a friendly and courteous manner, oversee the multi-line phone system, manage advisors calendars and scheduling. Sending out birthday and holiday cards
Operational Support: Process mobile deposits, coordinate client events, manage vendor/property manager relations, and maintain office inventory. Communicate with property manager. Daily mail, UPS, scanning and faxing
Executive Assistance: Provide comprehensive administrative support to the advisory team, including document scanning, correspondence, and file management

Qualification

Microsoft OfficeCRM platformsClient relationsAdministrative experienceDiscretionService-oriented mindsetCommunication skills

Required

2+ years of administrative experience, ideally within financial services or a professional services environment
Advanced command of Microsoft Office (Outlook, Excel, Word), Teams, and CRM platforms
Ability to quickly master industry-specific software is required
Exceptional verbal and written communication skills with a mastery of grammar and professional etiquette
High degree of discretion regarding sensitive financial data
A proactive, self-educated approach to firm policies
A service-oriented mindset

Benefits

401(k) with employer match
Profit sharing
Paid vacation
Sick leave
Holiday pay (following an initial trial period)
No health insurance provided

Company

Columbia Associates

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Columbia Associates assists clients in achieving financial objectives by providing personalized financial services, support, and guidance.
dateFounded in 1985
location
Vancouver, Washington, USA
people-size11-50 employees
web-link
https://www.raymondjames.com/columbiaassociates/

Funding

Current Stage
Early Stage
Company data provided by crunchbase