Overview
Executive Assistant Jobs in Portland, OR at Oregon Health & Science University
Description:
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:
Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
Teamwork. We subordinate our egos to work together for the benefit of our clients.
Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.
Summary of the position
The Administrative Assistant is responsible for a wide range of tasks, including managing correspondence, scheduling meetings, organizing files, and handling various clerical duties. This role also involves taking on operational responsibilities such as overseeing coordinating internal processes to ensure smooth operations. The Administrative Assistant acts as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere. With excellent organizational skills and attention to detail, the Administrative Assistant will help maintain the efficiency and effectiveness of the Columbus office, contributing to the overall operational success of the team.
Responsibilities
This position will support a team of professionals in Columbus, OH. Responsibilities to include but not limited to:
Ordering/mailing of client gifts
Prepare prospect packets for meetings and events
Handle all outbound and inbound packages and mail, scanning documents as needed.
Check processing
Forwarding of incoming faxes and client files
Maintaining and organizing employee common areas including ordering office supplies and beverages
Forwarding incoming invoices–office supplies, shredding
Greeting clients and guests as they enter the office
Firm wide support of inbound calls
Provide back up support for other Admins when out of the office
Prepare for client meetings and internal office meeting agenda preparation
Helping with items needing printing/binding in office
Handling of calling for service on office items, printer, office space servicing, shredding, water
Processing of Quarterly Tax payments
Preparing offices/desks for onboarding employees
Booking/organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc.
Research and book travel for employees for travel and transportation as needed
Travel coordination
Coordinating internal meeting and client event logistics
Organizing information regarding business opportunities
Requirements:
Required Skills/Experience
Minimum 2-3 years of administrative and/or customer service related experience
Preferred Skills/Experience
Experience with Salesforce and Outlook
Experience working in a professional office setting
Competencies
Motivated individual who is a self-starter and has demonstrated ability to learn new technology and processes
Excellent customer service skills verbal and written
Must be willing to work in a fast-paced environment alongside colleagues to reach a common goal
Detail Oriented
Title: Executive Assistant
Company: Oregon Health & Science University
Location: Portland, OR
