Entry Level Fin. Planning OR PT Admin

2 months ago


Gladstone, United States Elevate Wealth Advisors Full time
About Us:

Elevate Wealth Advisors is a boutique wealth management firm located in Oregon City. We are driven by our mission to help our clients get ready for and enjoy their retirement (or work optional lifestyle). We have a passion to make sure every “i" is dotted and “t” is crossed when it comes to our clients’ overall financial estate plan. We have a proven process with our Elevate Playbook as well as with our comprehensive financial planning software. We have a rich history with over 70 years of combined experience supporting our community.

Position Overview:

We are seeking a Client Service Administrative Associate to be our first point of contact with our clients. You play a critical role in our firm as the first point of contact for our clients by answering the phone, greeting them in person, and responding to their emails. In addition, you are a key team player whose work regularly intersects with our other support staff and advisors.

You will be responsible for providing first class service to our clients, either in person, on the phone, or through email. You will develop scalable, repeatable processes to ensure all client items have been handled accurately and timely.

We are looking for a qualified, dynamic individual who is seeking a wealth advisory career path. Ideally, this person would be interested in progressing toward a financial advisory role. The ideal candidate demonstrates superior problem resolution skills, the ability to effectively influence others and use of consultative skills to enrich the customer experience. You should be technological savvy, detail oriented, and comfortable with learning how to use new tools and new investment products.

A high level of integrity, discretion, and professionalism is required in handling confidential information, as well as the ability to work effectively in a team environment. This position requires a physical presence in our Oregon City office during business hours of Monday – Friday, 8:00am – 4:00pm.

Key Responsibilities:
• Answering phone calls
• Scheduling and confirming client meetings
• Greeting clients for meetings
• Regularly reaching out to clients for birthdays, follow ups, etc.
• Working with clients and advisors to address questions and resolve action items
• Documenting client interaction and projects in our Client Relationship Manager (CRM)
• Executing other general administrative duties
• Executing our client events (approximately 4 per year)
• Supporting the back office admin with paperwork processing

Basic Qualifications:
• College four-year degree or equivalent for career candidate none required for Administrative
• Experience in customer service (phone and in-person) and an ability to thrive face to face with clients
• Intermediate proficiency in Microsoft Outlook, Excel, Word, SharePoint and Zoom.
• We provide all the training you need to study for your FINRA licensing exams if career
• In addition, we will help support additional licensing such as CFP if career

Pay range

$45k-50k / year

  • Account Manager

    3 weeks ago


    Gladstone, United States TM Limited Full time

    Threshold Marketing is a leading professional service and consulting firm specializing in telecommunications. We pride ourselves on providing clients with a personal, professional approach to promotional marketing and customer acquisition. The main purpose of the Entry Level Account Manager is to engage and assist customers in all aspects of the accounts we...

  • Account Manager

    4 weeks ago


    Gladstone, United States TM Limited Full time

    Threshold Marketing is a leading professional service and consulting firm specializing in telecommunications. We pride ourselves on providing clients with a personal, professional approach to promotional marketing and customer acquisition. The main purpose of the Entry Level Account Manager is to engage and assist customers in all aspects of the accounts we...


  • Gladstone, United States Joulé Full time

    Job Title: Administrative Assistant Location: Peapack/ Parsippany, NJ – Hybrid (3-4 days onsite) Type: Contract Join the American multinational pharmaceutical and biotechnology that develops and produces medicines and vaccines for immunology, oncology, cardiology, endocrinology, and neurology. Responsibilities Provide traditional administrative support to...

  • Customer Support

    1 month ago


    Gladstone, United States Jeppson Law Office Full time

    Job DescriptionJob DescriptionAre you looking for an entry-level position that opens the door to the legal field? Do you have a zest for life and a passion for learning? If so, you might be the perfect fit for our team!The Role:As our Customer Support and Administrative Specialist, you'll be the first point of contact for clients, both in person and over...


  • Gladstone, Missouri, United States Jeppson Law Office Full time

    Job OverviewAre you seeking an entry-level opportunity that paves the way to a career in the legal sector? If you possess a vibrant personality and a strong desire to learn, you may be the ideal candidate for this position.Position Summary:As a Customer Support and Administrative Specialist, you will serve as the initial point of contact for clients, both in...


  • Gladstone, Missouri, United States Valvoline Instant Oil Change Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Automotive Service Technician to join our team at Valvoline Instant Oil Change. As an entry-level lube technician, you will play a critical role in providing top-tier customer service while performing preventative maintenance services for our guests' vehicles.Key ResponsibilitiesPerform oil...


  • Gladstone, Missouri, United States Jeppson Law Office Full time

    Job OverviewAre you seeking an entry-level opportunity that paves the way into the legal sector? If you possess a lively spirit and a desire to learn, you may be an ideal candidate for this position.Position Summary:As a Customer Support and Administrative Specialist, you will serve as the initial point of contact for clients, both in person and via phone....

  • Lot Attendant/Porter

    4 months ago


    Gladstone, United States Armstrong Automotive Full time

    Job DescriptionJob DescriptionCome work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at Armstrong. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. This is a great entry level...


  • Gladstone, United States LabCorp Full time

    We are a global leader of innovative and comprehensive laboratory services that helps doctors, hospitals, pharmaceutical companies, researchers and patients make clear and confident decisions. Through our unparalleled diagnostics and drug development laboratory capabilities, our 60,000+ employees combine cutting-edge innovation, science and technology to...


  • Gladstone, Missouri, United States National Beef Packing Co., LLC Full time

    National Beef Packing Co., LLC is seeking a dedicated professional to join our team as a Quality Assurance (Technical Services) Administrative Assistant. This role offers competitive pay, benefits, and a supportive work environment.Key Responsibilities:Manage digital forms and reports to ensure accurate and timely data collection.Coordinate product process...


  • Peapack and Gladstone, United States LanceSoft Full time

    Job Description: POSITION SUMMARY •Provide traditional administrative support to WWS personnel as needed. This support may extend to personnel located at other WWS sites when needed. Perform inspection readiness activities for WWS functions as required. POSITION RESPONSIBILITIES ALL LEVELS (BUSINESS SUPPORT 2, 3, and 4) •Provide traditional...


  • Gladstone, Oregon, United States Covenant Technology Solutions Full time

    Job SummaryCovenant Technology Solutions is seeking a highly skilled Cybersecurity Compliance Specialist to join our team. As a key member of our cybersecurity team, you will be responsible for ensuring compliance with all applicable laws and regulations regarding the privacy and security of customer information.Key ResponsibilitiesCompliance Management:...


  • Gladstone, New Jersey, United States Precision Medicine Group Full time

    Job Summary:We are seeking a highly experienced Senior Clinical Trials Project Manager to join our team at Precision Medicine Group. As a key member of our project management team, you will be responsible for planning, directing, coordinating, and delivering activities for designated clinical-study projects.Key Responsibilities:Serve as primary...

  • MDS Coordinator

    2 months ago


    Gladstone, United States Therapy Solutions Full time

    The primary purpose of your job position is to participate in developing plans of patient care for each resident and review the resident’s medical and nursing treatments to ensure they are in accordance with the resident’s care plan and wishes. Complete the planning, scheduling, and revising of the MDS, including the implementation of CAAs and triggers....

  • AVA MDS Coordinator

    4 months ago


    Gladstone, United States Clackamas Rehabilitation LLC Full time

    Job DescriptionJob DescriptionThe primary purpose of your job position is to participate in developing plans of patient care for each resident and review the resident’s medical and nursing treatments to ensure they are in accordance with the resident’s care plan and wishes.Complete the planning, scheduling, and revising of the MDS, including the...

  • AVA MDS Coordinator

    3 weeks ago


    Gladstone, United States Clackamas Rehabilitation LLC Full time

    Job DescriptionJob DescriptionNow HiringFull Time LPN MDS Coordinator Avamere Rehabilitation of Clackamas, 220 East Hereford, Gladstone, Oregon 97027The primary purpose of your job position is to participate in developing plans of patient care for each resident and review the resident’s medical and nursing treatments to ensure they are in accordance with...

  • AVA MDS Coordinator

    3 weeks ago


    Gladstone, United States Therapy Solutions Full time

    Now HiringFull Time LPN MDS Coordinator Avamere Rehabilitation of Clackamas, 220 East Hereford, Gladstone, Oregon 97027 The primary purpose of your job position is to participate in developing plans of patient care for each resident and review the resident’s medical and nursing treatments to ensure they are in accordance with the resident’s care plan and...

  • AVA MDS Coordinator

    3 weeks ago


    Gladstone, United States Therapy Solutions Full time

    Now HiringFull Time LPN MDS Coordinator Avamere Rehabilitation of Clackamas, 220 East Hereford, Gladstone, Oregon 97027 The primary purpose of your job position is to participate in developing plans of patient care for each resident and review the resident's medical and nursing treatments to ensure they are in accordance with the resident's care plan and...

  • AVA MDS Coordinator

    3 weeks ago


    Gladstone, United States Avamere Communities Full time

    Description Now Hiring Full Time LPN MDS Coordinator Avamere Rehabilitation of Clackamas, 220 East Hereford, Gladstone, Oregon 97027 The primary purpose of your job position is to participate in developing plans of patient care for each resident and review the resident's medical and nursing treatments to ensure they are in accordance with the resident's...

  • LPN MDS Coordinator

    2 weeks ago


    Gladstone, Oregon, United States Therapy Solutions Full time

    LPN MDS Coordinator Job SummaryTherapy Solutions is seeking a highly skilled and experienced LPN MDS Coordinator to join our team. As an LPN MDS Coordinator, you will play a critical role in developing and implementing patient care plans, ensuring the highest level of quality care for our residents.Key Responsibilities:Develop and Implement Patient Care...