Receptionist & Client Services - Flexible Schedule

Meketa Investment Group; Portland (OR); Vor Ort; USD 25.000 - 33.000; Vollzeit

Benefits dieser Stelle

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Zusammenfassung

Meketa Investment Group in Portland, OR seeks a Receptionist/Client Service Assistant to manage front-desk duties, greet visitors, screen calls, and prepare meeting spaces. The role also provides administrative support to the investment staff, processes reports, and maintains company files and CRM records.

Reporting to the Administrative Manager, you will coordinate calendars, coordinate conference calls, and help ensure timely client communications and accurate documentation.

Qualifikationen

• Four-year degree preferred; two years administrative experience in a corporate setting desirable.
• Professional telephone and email etiquette with good visitor interaction.
• Accurate message taking and attention to detail.
• Ability to prioritize tasks and manage multiple deadlines.
• Experience working with colleagues from different departments.
• Proactive, can-do attitude with strong communication skills.
• Proficient in Microsoft Office; familiarity with CRM systems is a plus.

Aufgaben

• Answer and screen incoming telephone calls in a professional manner.
• Greet visitors and escort them to the appropriate area.
• Prepare facilities for in-house meetings and set up conference rooms.
• Arrange conference and video calls and monitor the company calendar.
• Prepare client-ready reports and correspondence including editing and binding.
• Maintain contacts and calendars in the CRM system.
• Provide admin support to investment staff, systems, and operations.
• Coordinate and support reporting deadlines for the client team.
• Maximize productivity through proficient use of software tools.
• Fulfill other duties as deemed necessary by management.

Kenntnisse

Strong interpersonal skills

Organizational skills

Telephone etiquette

Email etiquette

Message taking accuracy

Task prioritization

Collaboration across departments

Outgoing personality

Flexibility/adaptability

Microsoft Office proficiency

Word, Excel, PowerPoint proficiency

Ausbildung

Four-year degree preferred

Tools

Microsoft Office

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Jobbeschreibung

Meketa Investment Group in Portland, OR seeks a Receptionist/Client Service Assistant to manage front-desk duties, greet visitors, screen calls, and prepare meeting spaces. The role also provides administrative support to the investment staff, processes reports, and maintains company files and CRM records.

Reporting to the Administrative Manager, you will coordinate calendars, coordinate conference calls, and help ensure timely client communications and accurate documentation.