Job description

• Performs a wide variety of complex clerical and administrative functions. Exceptional writing skills are essential to this position and are needed for composing, drafting and editing correspondence and presentations.
• Advance level knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Compose written communications including letters, emails, presentations, forms, etc.
• Communicate verbally to internal staff, clients, and vendors.
• Manage multiple calendars and schedule client, prospect and vendor in-person /video conference meetings.
• Manage process for onboarding new clients.
• Make airline, hotel and vehicle rental reservations.
• Prepare agendas, letters and other documents for client meetings.
• Manage consultant tasks and communicate to staff to ensure deadlines are met.
• Maintain and update client information.
• Assist with client meeting materials printing and shipping.
• Filing – including electronic file maintenance.
• Troubleshoot client questions as needed.
• Other duties and special projects as assigned.

Qualifications:

• A four-year college degree and/or minimum of five years’ experience supporting senior level executives is preferred.
• Knowledge of investment consulting or similar financial field preferred.
• Excellent written and verbal communication skills.
• Excellent customer service skills.
• Ability to multi-task and prioritize workload to ensure deadlines are met.
• Top-notch organizational skills and attention to detail.

Job Type: Contract

Salary: $40.74 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Portland, OR: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Administrative Assistant: 3 years (Required)

Work Location: One location

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