Financial Services Coordinator Professional

7 days ago


West Linn, Oregon, United States Cimmiyotti Financial Full time
Job Overview

Cimmiyotti Financial is seeking a highly motivated Client Services Coordinator to join our team in Portland, Oregon. As a key member of our close-knit team, you will play a vital role in supporting the investment management needs of our clients.

Key Responsibilities

The successful candidate will be responsible for:

  • Providing exceptional client service and support through effective communication and problem-solving skills;
  • Assisting with preparation for client meetings, coordinating travel plans, and managing office supplies;
  • Representing the firm at client events, charitable events, and conferences;
  • Performing general administrative tasks such as filing, scanning, and data entry;
  • Supporting other Firm employees and providing operational project support.
Requirements

To succeed in this role, you will need:

  • Superior attention to detail and excellent written and verbal communication skills;
  • Strong organizational skills and proficiency with Microsoft Word and Excel;
  • Able to work effectively in a fast-paced environment and prioritize multiple tasks;
  • Ability to maintain confidentiality and handle sensitive information.
What We Offer

In exchange for your hard work and dedication, we offer a competitive salary and benefits package, including vacation time, holiday pay, sick leave, and retirement plan contributions.

Estimated Salary Range

$45,000 - $60,000 per year, commensurate with experience.



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