Part-Time Wealth Management Admin & Client Concierge

Coldstream; Portland (OR); Hybrid; USD 34,000 - 48,000; Part time

Benefits offered by this job

401(k) 100% match up to 4%

Stock ownership

Paid time off 20 days + 10 holidays +

Volunteer day

Training/licensing/dues reimbursement

Parking stipend $36/month

Wellness reimbursement

Job summary

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

The role focuses on scheduling, calendar coordination, and acting as a trusted behind-the-scenes partner to ensure a smooth client experience. Ideal candidates have 2+ years of admin experience in professional services, strong organization, client service, and proficiency with MS

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

Administrative support

Calendar management

Client service

MS Office

CRM

Professionalism

Education

High school diploma

College degree a plus

Tools

Microsoft Office Suite

Adobe Acrobat

Job description

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

The role focuses on scheduling, calendar coordination, and acting as a trusted behind-the-scenes partner to ensure a smooth client experience. Ideal candidates have 2+ years of admin experience in professional services, strong organization, client service, and proficiency with MS