Senior Administrative Assistant
- Direct-hire
- Portland, OR
- Hybrid
- Financial Services
What you should know: Mulberry has partnered with a local financial services firm to hire a Senior Administrative Assistant. This position is key to ensuring smooth operations in a client-focused firm that specializes in personalized financial services. The ideal candidate is proactive, detail-oriented, and has a passion for streamlining processes, managing complex calendars, and contributing to a collaborative and high-performing team environment.
A day in the life:
CLIENT EXPERIENCE & GENERAL ADMINISTRATIVE SUPPORT
- Direct incoming communications to the appropriate team member and manage outgoing communications, including emails and mail.
- Coordinate calendars and schedule meetings (with clients, prospects, and internal teams) while confirming appointments.
- Identify and suggest opportunities to enhance the client experience, including gifts and communication strategies.
- Maintain client records and ensure compliance with relevant policies.
- Review and refine dictations from meetings, delegating tasks to team members as necessary.
- Draft summary emails following client meetings.
- Process updates to clients’ contact information, such as address, phone number, email, and employment details.
- Assist in meeting preparation by generating performance reports.
- Record and process all transactions in the appropriate logs.
- Update and maintain the client relationship management (CRM) system.
- Support operations by creating and processing necessary paperwork.
- Handle the deposit of client checks into their respective accounts.
- Ensure a tidy and organized office environment.
- Coordinate with external vendors for the development of marketing and sales materials.
- Post marketing content on social media platforms.
- Process and reconcile client financial planning fee payments.
EXECUTIVE & SPECIAL PROJECTS
- Serve as a gatekeeper for the Owner, Advisor, and Chief of Staff by filtering communications and ensuring only relevant information is passed along.
- Assist the team with special projects as assigned.
Your areas of knowledge and expertise:
- Bachelor’s degree in Business or related field strongly preferred
- 3+ years in administrative roles in a professional environment
- Experience supporting executives
- Must be solution-oriented, able to take initiative, highly organized, communicative, and proactive
Compensation and Benefits: $55,000 – $60,000 annually plus benefits!
Mulberry Talent Partners is dedicated to connecting exceptional talent with exciting opportunities. By applying for this position, you will also be considered for other open positions within our network. If you are already part of our community, we encourage you to reach out directly to one of our recruiters regarding any specific roles that catch your eye!
