Client Services & Investment Admin Assistant

Meketa Investment Group; Portland (OR); On-site; USD 42,000 - 54,000; Full time

Job summary

Meketa Investment Group in Portland, OR is seeking a Client Service Assistant to provide essential administrative support to the investment staff. The role involves word processing, report production, and maintaining company files, calendars, and contacts.

The assistant reports to the Administrative Manager and supports multiple departments as needed. The position requires strong organizational skills, excellent attention to detail, and at least two years of corporate administrative experience.

Qualifications

• Proficient in Microsoft Office, especially Word and PowerPoint.
• Strong organizational skills.
• Professional telephone manner.
• Detail-oriented and accurate under deadlines.
• Able to support multiple departments.

Responsibilities

• Provide administrative support to investment, operations, and systems staffs.
• Maintain contacts and calendars within the company’s contact databases and reports.
• Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews.
• Coordinate and maintain company files.

Skills

Microsoft Office

Organization

Telephone etiquette

Attention to detail

Time management

Interdepartmental collaboration

Administrative experience

Report production

Calendar management

Meeting coordination

Receptionist backup

Job description

Meketa Investment Group in Portland, OR is seeking a Client Service Assistant to provide essential administrative support to the investment staff. The role involves word processing, report production, and maintaining company files, calendars, and contacts.

The assistant reports to the Administrative Manager and supports multiple departments as needed. The position requires strong organizational skills, excellent attention to detail, and at least two years of corporate administrative experience.