AB480
Located in Bend, OR, OR
Pay: $80K
Job Full Description
Job Title: Executive Assistant / Client Services Associate
Location: Bend, OR
Salary: $80,000 per year + approximately $30,000 in quarterly bonuses (dependent on business performance)
Job Type: Full-time
About Us
Express Employment Professionals is recruiting on behalf of our client, the largest independent Registered Investment Advisor in Central Oregon. This fast-growing, technology-forward wealth management firm is dedicated to delivering exceptional financial services and client experiences. We are seeking a highly skilled and experienced Executive Assistant / Client Services Associate to support the executive team and advisory staff.
Job Description
This role blends high-level executive support with client-facing responsibilities. You will be the first point of contact for clients and prospective clients, while also ensuring the smooth operation of the executive team. Key responsibilities include:
- Managing executive calendars and scheduling meetings
- Preparing and editing correspondence, reports, and presentations
- Handling confidential information with discretion
- Assisting in the preparation of financial documents and reports
- Answering phones and responding to client inquiries
- Performing administrative functions related to financial services
- Liaising with clients, stakeholders, and internal teams
- Organizing and maintaining files and records
- Taking initiative to support the advisory and client services team
Requirements
- Minimum of 5 years of experience as an Executive Assistant in a wealth management or financial services firm
- Extensive experience in financial services or banking (e.g., Bank Tellers, Client Relationship Managers)
- Existing securities licenses are a strong plus
- Assertive, proactive, and confident in both in-person and phone interactions
- Exceptional organizational and time management skills
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- High level of professionalism, discretion, and attention to detail
- Outgoing personality and dependable team player
Benefits
- Competitive salary of $80,000 per year
- Approximately $30,000 in quarterly bonuses based on business performance
- Comprehensive health insurance (company pays 50% based on employee selection)
- 401(k) with 3% company match
- 20 vacation days after 90 days
- 6 sick days after 90 days
- Matching retirement contributions
- Opportunity for long-term growth and expanded responsibilities
To Apply:
Please email your professional resume (not an Indeed resume) to natasha.cagle@expresspros.com.
and Call 541-389-1505.
#3124OS
Bend, OR
3124
296 SW Columbia Street
Suite B
Bend, OR 97702
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