Financial Services Administrative Assistant
2 weeks ago
A financial services client is looking to bring on a contract to hire Client Services Representative in the greater Portland, Oregon area. This is a client facing, onsite position that will support financial advisors with administrative duties and tasks.
Duties Include:
- Support financial advisors with their clients, book of business and daily tasks
- Engage with clients through in-person meetings and phone communication
- Draft and compile written materials, presentations, and reports
- Monitor and address tasks with set deadlines
- Manage incoming calls and record thorough, precise messages
- Organize and maintain files and documentation
What We Are Looking For:
- At least 1 year of experience doing administrative and sales support preferred
- Someone with very strong customer service skills both in person and via phone/email
- Strong understanding of general office procedures and equipment (including multi-line phones, FAX, computers, and keyboard skills)
- Proficient in Microsoft Office Suite
- Professional appearance and conduct required
- Positive, proactive attitude with the ability to prioritize, manage multiple tasks, and meet deadlines
- Interest in financial services would be ideal
- FINRA Series 7 and 66 licenses would be ideal
Hourly rate of $20-30, if not licensed.
-
portland, United States Cypress HCM Full timeA financial services client is looking to bring on a contract to hire Client Services Representative in the greater Portland, Oregon area. This is a client facing, onsite position that will support financial advisors with administrative duties and tasks.Duties Include: Support financial advisors with their clients, book of business and daily tasksEngage with...
-
Financial Services Specialist
3 weeks ago
Portland, Oregon, United States OneMain Financial Full time**Job Title:** Dealer Representative**Location:** Various locations within a designated territory**Job Type:** Full-time**About Us:** OneMain Financial is a leading provider of nonprime consumer loans, dedicated to improving the financial well-being of hardworking Americans.**Job Description:**We are seeking an experienced Dealer Representative to join our...
-
Financial Administrative Assistant
3 weeks ago
Portland, Oregon, United States J D FULWILER & CO INSURANCE Full timeJ D FULWILER & CO INSURANCE is a leading insurance company seeking a detail-oriented and organized Accounting Administrative Associate to join our team. In this role, you will be responsible for providing administrative support to our accounting department, including maintaining the carrier payable desk and vendor payable desk.Responsibilities...
-
Administrative Assistant
3 days ago
Portland, Oregon, United States CV Resources Full timeAbout this Opportunity:Support a Respected Non-ProfitWe are seeking a temporary Accounting/Administrative Specialist to support our client's team during a transition period. This role provides essential administrative and accounting assistance, including data entry, payment processing, and customer service.Key Responsibilities:Process check requests,...
-
Administrative Assistant
3 days ago
Portland, Oregon, United States CV Resources Full timeJob DetailsLocation: SE Portland, ORSchedule: Monday Thursday, 4-10's (onsite)About the RoleThis temporary Accounting/Administrative Specialist position supports a highly respected non-profit organization during a transition period. The role involves providing essential administrative and accounting assistance, including data entry, payment processing, and...
-
Financial Planning Advisor Hybrid
7 days ago
Portland, United States Baystate Financial Full timeYour Career Path – Why Baystate Financial? Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients. Your primary focus will be comprehensive...
-
Financial Planning Advisor
7 days ago
Portland, United States Baystate Financial Full timeDescription Your Career Path - Why Baystate Financial? Today's complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client and provide the product and sales support you need to maximize your time in front of clients. Your primary focus will be...
-
Member Services Administrator
3 weeks ago
Portland, United States AMS, Association Management Services Full timeJob Title: Member Services AdministratorWe are seeking a Member Services Administrator to join our team at AMS, Association Management Services. This role provides an opportunity to enhance your customer service and administrative skills while working with a supportive team dedicated to excellence.The estimated salary for this position is $18-$20 per hour....
-
Financial Services Coordinator
5 days ago
Portland, Oregon, United States Providence Health & Services Full time**Job Description**We are seeking a skilled Healthcare Financial Advisor to join our team at Providence Health & Services. As a member of our team, you will be responsible for interacting with patients and their families to provide financial insurance and payment information.**Responsibilities**Assist patients in planning and managing their account...
-
Financial Services Specialist
1 day ago
Portland, Oregon, United States COLUMBIA FINANCIAL ADVISORS, INC Full timeAbout the RoleColumbia Financial Advisors, Inc. is seeking a Financial Services Specialist to join our team. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our clients. Your primary focus will be on evaluating client companies to identify areas for development and...
-
Administrative Assistant for Healthcare
3 weeks ago
Portland, Oregon, United States Hillsdale Chiropractic and Rehabilitation Center Full timeAre you looking for a challenging and rewarding administrative role in the healthcare industry? We are seeking an experienced Administrative Assistant for Healthcare to join our team at Hillsdale Chiropractic and Rehabilitation Center.About the JobWe estimate the salary for this position to be around $38,000 - $50,000 per year, based on experience and...
-
Program Administrator
3 days ago
Portland, United States Spurwink Services Full timeJob DescriptionJob DescriptionSpurwink is hiring a Program Administrator to work with our Children's Day Treatment Programs. This individual will provide administrative support to our clinical staff by assisting with coordination of referral and transfer student documents, program visits, and intake IEPs and placement IEP documents.DUTIES:Provide direct...
-
Financial Assistant
3 weeks ago
Portland, Oregon, United States Creative Financial Staffing Full timeAbout the OpportunityWe are looking for a highly motivated Financial Assistant - Accounts Payable to join our fast-paced team. Estimated salary: $42,000 - $58,000 per year.In this role, you will be responsible for processing accounts payable transactions, including data entry, monthly reporting, and account reconciliations. You will also assist with setting...
-
Administrative Assistant
3 days ago
Portland, United States GTT, LLC Full timeJob DescriptionJob DescriptionJob Title: Administrative AssistantContract Duration: 6 MonthsLocation: Portland, ORWork Type: Hybrid, 2 - 3 days in office.Brief Job Description: Administrative Assistant provides administrative support to a manager and her teams; receives visitors, callers, and incoming mail and refers to appropriate staff members or the...
-
Healthcare Administrative Assistant
4 days ago
Portland, Oregon, United States NEIGHBORHOOD HEALTH CENTER Full timeJob Description for Healthcare Administrative AssistantWe are seeking a skilled and organized Healthcare Administrative Assistant to join our team at the Neighborhood Health Center. In this role, you will provide administrative support to clinical staff and contribute to the delivery of high-quality patient care.Key ResponsibilitiesWelcome patients and...
-
Financial Services Professional
3 days ago
Portland, Oregon, United States Meron Financial Agency Full timeAbout UsMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a client-centric approach, cutting-edge technology, and a supportive team environment, we offer the tools and opportunities you need to thrive.">What We OfferWe provide a platform for driven individuals like you to...
-
Financial Services Professional
1 day ago
Portland, Maine, United States Stone Coast Fund Services Full timeJob DescriptionWe are seeking a highly skilled Private Equity Fund Accountant to join our team at Stone Coast Fund Services. As a key member of our Fund Accounting team, you will be responsible for preparing financial statements, performing reconciliations, and calculating carried interest.This is an excellent opportunity to work with a dynamic company that...
-
Administrative Assistant
1 week ago
Portland, United States TLR Services Inc Full timeOpening world marketsOne company at a time. If the phrase sounds intriguing, we have a position for you. We are always looking for individuals who have a can-do approach, are committed to quality customer service, and are constantly thinking up new ways to get things done. TLR Total Logistics Resource, Inc. is an international freight forwarder and customs...
-
Administrative Assistant
11 minutes ago
Portland, United States Chubb Full timeJob Description This position requires the ability to handle multiple priorities, anticipate needs, and independently handle tasks and decisions, working closely with administrative and marketing team. The ideal candidate must be able to provide personalized and confidential executive assistance with discretion and judgment, display a high degree of...
-
Administrative Assistant
2 months ago
Portland, United States Let's Work Full timeThis is a temp-to-hire positionAbout Us: Our customer is a dynamic and growing company seeking a skilled and detail-oriented Administrative Assistant to support our operations. This role requires strong organizational skills, excellent communication abilities, and a commitment to delivering exceptional service. Key Responsibilities: Administrative Support:...