Assistant - Part-time

Coldstream Wealth Management; Portland (OR); On-site; USD 34,000 - 48,000; Part time

Benefits offered by this job

401(k) 100% company match up to 4%

Stock

Paid Time Off (PTO)

Holidays

Volunteer day

Career development

Parking subsidy

Wellness reimbursement

Job summary

Coldstream Wealth Management invites a part-time Administrative Assistant to support a Wealth Manager in our NE Portland office. The role runs Monday–Thursday, 9:00 a.m.

to 2:00 p.m., in-office two days per week, handling scheduling, CRM data, and client communications. Ideal candidates bring 2+ years of admin experience in professional services, with a focus on organization, confidentiality, and customer service.

Qualifications

• 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

Responsibilities

• 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

Skills

Organizational skills

Attention to detail

Client service

Communication

Confidentiality

Education

High school diploma

College degree a plus

Tools

Microsoft Office Suite

Adobe Acrobat

CRM

Job description

We work collaboratively, with our clients and with each other, to deliver impeccable service to achieve the financial and lifestylegoals important to our clients. We only hire team players: people who are the best and brightest at what they do and always put our clients'success first.

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

Experience and Skills

• 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

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $25 and $35 per hour.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

• Pay: competitive base pay
• 401(k): 100% company match up to 4% of your annual pay
• Stock: Opportunity to purchase equity and become an owner of the firm
• Paid Time Off: Starting at 20 days per year (prorated), then increasing with tenure - plus 10 holidays (prorated) and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
• Parking: heavily subsidized parking (you pay $36 per month) or transit pass
• Wellness reimbursement

Coldstream is an employee-owned, independently operated wealth management firm that’s been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Bend, Mercer Island, Bellevue, Seattle, Kirkland, Boise, and Kenai, Alaska. For more information on Coldstream, please visit www.coldstream.com .

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.