Administrative Associate

Company: PacWest Wealth Partners, A private wealth advisory
Location: Corvallis
Posted on: February 20, 2021

Job Description:

Assist financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This role provides client relationship support directly, in-directly and virtually to ensure accurate and clear communications. * Work Hours - 8am to 5pm* Office location - Corvallis (Timberhill Area)The client care specialist supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance she needs to know that our practice is being maintained and supported within Ameriprise Financial guidelines.Examples of specific duties:* Manage client appointments* Follow-through of client meetings* Multi-task administrative duties with project management assignmentsIf you have the ability to:* be a problem solver,* act independently with little supervision,* communicate confidently, in-person, virtually and on the phone,* communicate in the written word,We would like to hear from you!

Keywords: PacWest Wealth Partners, A private wealth advisory, Corvallis , Administrative Associate, Administration, Clerical , Corvallis, Oregon