Assistant - Part-time

Job Descriptions:

Are you looking for a part-time opportunity that offers the chance to contribute in a meaningful way while maintaining work-life balance?

Do you thrive on keeping everything organized and enjoy creating a seamless client experience?

Coldstream Wealth Management is seeking a part-time Administrative Assistant to support a successful Wealth Manager in our NE Portland office. The schedule will be Monday through Thursday from 9:00 a.m. to 2:00 p.m., working in office 2 days per week.

This role is ideal for someone with who enjoys scheduling appointments, coordinating calendars, and serving as a trusted partner behind the scenes.

Responsibilities include:

• Manage incoming email and respond in a professional and timely manner

• Coordinate calendars, schedule appointments, and create calendar invitations

• Maintain accurate client and prospect information within the CRM system

• Review reports, correspondence, and other materials for accuracy and quality

• Assist with meeting preparation, including gathering materials and coordinating logistics

• Arrange business travel, including flights, hotels, transportation, and itineraries

Required Experience:

• 2+ years of administrative support experience in a professional services environment; financial services experience preferred

• Exceptional organizational skills and strong attention to detail

• Excellent client service, interpersonal, and communication skills

• A high school diploma or equivalent; college degree is a plus

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint), and Adobe Acrobat

• A high degree of professionalism and ability to maintain client confidentiality

Keyword: Assistant - Part-time

From: Coldstream Wealth Management