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Financial Services Coordinator

1 month ago

Lake Oswego, Oregon, United States Cimmiyotti Financial Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Cimmiyotti Financial. The successful candidate will provide exceptional administrative support to our clients and colleagues, ensuring seamless day-to-day operations.

Key Responsibilities
  • Answer and direct incoming calls and faxes
  • Greet clients, prospects, and vendors
  • Assist with preparation for client meetings
  • Coordinate client mailings and scheduling
  • Manage office supplies
  • Assist in planning, marketing, and managing client events
  • Coordinate travel plans for business partners
  • Perform general administrative tasks such as filing and scanning
  • Support other Firm employees
  • Provide operational project support
  • Represent the firm at client events, charitable events, and conferences
Requirements
  • Superior attention to detail
  • Excellent written and verbal communication skills
  • Strong organizational skills
  • Proficient with Microsoft Word and Excel
  • Ability to work in a fast-paced environment
What We Offer

A market-based salary, benefits package, and opportunities for professional growth and development.