Receptionist/Client Service Assistant

Meketa Investment Group; Portland (OR); Sur place; USD 25 000 - 33 000; Plein temps

Avantages offerts par ce poste

Benefits package

Flexible schedules

Résumé du poste

Meketa Investment Group in Portland, OR is seeking a Receptionist/Client Service Assistant to manage front desk operations and provide admin support to the investment team. You will screen calls, greet visitors, prepare meeting spaces, and ensure smooth daily office functioning.

The role requires strong communication, calendar management, and MS Office skills, with experience in CRM systems and document production. A four-year degree is preferred and a positive, adaptable stance is valued.

Qualifications

• Four-year degree preferred and two years of administrative experience in a corporate setting.
• Strong interpersonal and organizational skills.
• Professional telephone and email etiquette.
• Ability to manage calendars and coordinate meetings.
• Proficient in Word, Excel, and PowerPoint.
• Excellent attention to detail.
• Ability to work with colleagues across departments.

Responsabilités

• Answer and screen incoming calls and greet visitors.
• Prepare facilities for in-house meetings.
• Coordinate conference calls and video calls.
• Provide administrative support to investment staff.
• Maintain contacts and calendars in the CRM.
• Prepare client reports and correspondence.
• Support operations staff as needed.

Connaissances

Strong interpersonal skills

Organizational skills

Professional telephone etiquette

Email etiquette

Calendar management

CRM proficiency

Microsoft Office

Client interaction

Formation

Bachelor's degree preferred

Outils

Microsoft Word

Excel

PowerPoint

CRM software

Description du poste

We are always looking for smart, motivated people to join our growing firm

We recognize that our workforce is a reflection of the company. Meketa makes every effort to create an atmosphere that encourages personal growth, professional development, and overall happiness.

Stephen P. McCourt, Managing Principal / Co-CEO

Meketa is aware of fraudulent job post schemes, such as phishing emails, that invite candidates to apply and interview for positions at Meketa. We take this matter very seriously. Please be aware that Meketa does not send unprompted emails soliciting applications or offering interviews. If you have applied for a position at Meketa through our Careers Page, any follow up communication will be come from “@echo.newtonsoftware.com”. Any emails from accounts that do not end in “@meketa.com” or “@echo.newtonsoftware.com” are fraudulent. Suspicious messages can be reported to Meketa at [e-mail].

Please see the list of current opportunities below.

Most positions have one opening, however, the position can be filled at any location listed.

Location: Portland, OR

Job Id:637

# of Openings:1

The Receptionist/Client Service Assistant plays a dual role within our Portland office. As Receptionist, the Receptionist/Client Service Assistant is responsible for answering and screening in‑coming telephone calls and always ensuring proper front office coverage. This role is responsible for greeting visitors, the preparation of facilities for in‑house meetings, sorting mail, arranging conference and video calls, and reviewing and monitoring the company calendar. The Receptionist/Client Service Assistant also responsible for providing administrative support to the investment staff, including word-processing, report production, and coordinating and maintaining company files. The Receptionist/Client Service Assistant shall maintain contacts and calendars within the company’s customer relationship management system (CRM). The Receptionist/Client Service Assistant in Portland reports to the Administrative Manager.

Required Skills:

• Strong interpersonal and organizational skills


• Professional telephone and email etiquette and the ability to interact with visitors


• Accuracy and excellent attention to detail in message taking


• Ability to prioritize tasks and manage multiple concurrent deadlines.


• Ability to work well with employees from other company departments and offices


• Outgoing personality and can-do attitude


• Flexible work style and ability to easily adapt to changing priorities/needs


• Expertise with entire Microsoft Office software suite


• Advanced knowledge of Microsoft Word, Excel, and PowerPoint formatting preferred


• Excellent attention to detail


• Four-year degree preferred and two years of administrative experience in a corporate setting or some combination equivalent to that experience/knowledge


• Answer and screen telephone calls in a professional and courteous manner


• Greet visitors and escort to appropriate area


• Prepare facilities for in‑house meetings, including provision of refreshments when necessary, and the set‑up and clean‑up of the conference rooms


• Arrange conference and video calls, and review and monitor the company calendar


• Prepare client‑ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews


• Maintain contacts and calendars within the company’s customer relationship management system (CRM).


• Provide administrative support to investment, systems, and operations staff


• Facilitate team communications to ensure timely reporting for clients by managing reporting deadlines for the client team


• Maximize company productivity through proficient use of appropriate software applications


• Fulfill all other duties deemed necessary by management

Measures of success:

• Degree of professionalism in telephone communications with clients and others as the first level of client/visitor interaction and support


• Accuracy and timeliness of phone messages, client report production and correspondence


• Responsiveness to requests for administrative support, including requests for word processing and report production assistance


• Improvements in quality and efficiency of work product


• Levels of satisfaction of company employees, clients, and guests as end‑users of the Receptionist’s services

About Meketa Investment Group

Meketa Investment Group is an employee‑owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London.

Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time‑based benefits, as well as flexible schedules and support for continuing education.

Meketa is an Equal Employment Opportunity and Affi

Meketa is an Equal Employment Opportunity / Affirmitive Action Employer.

All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, ancestry, gender identity, genetic information, age, sexual orientation, pregnancy, medical condition, disability, marital status, veteran or military status, relationship or association with a protected veteran, or any other characteristic protected by federal, state, or local law.