Assistant - Part-time

About the role

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. This role is ideal for someone who enjoys scheduling appointments, coordinating calendars, and serving as a trusted partner behind the scenes.

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

Requirements

2+ years of administrative support experience in a professional services environment; financial services experience preferred.

Qualifications

A high school diploma or equivalent; college degree is a plus.

Skills

• Exceptional organizational skills and strong attention to detail
• Excellent client service, interpersonal, and communication skills
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint), and Adobe Acrobat
• A high degree of professionalism and ability to maintain client confidentiality

Benefits

• 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

Pay

Base pay typically starts between $25 and $35 per hour.

Schedule

Monday through Thursday from 9:00 a.m. to 2:00 p.m., working in office 2 days per week.