As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
Senior Wealth Management Associate
Portland, OR · Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
Quick apply
Senior Wealth Management Associate
Portland, OR · Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
Senior Wealth Management Associate
Portland, OR · Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
Quick apply
Senior Wealth Management Associate
Portland, OR · Hybrid
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
Senior Wealth Management Associate
Portland, OR · On-site
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
Senior Wealth Management Associate
Portland, OR · On-site
$100K - $120K/yr
As a Sr. Wealth Management Associate, you will build relationships, translate complex information ... Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage ...
We are seeking an IT asset management associate to be Central SPOC for managing IT assets (DaaS ... Execute secure asset disposal and maintain compliance records What you'll need to succeed:
We are seeking an IT asset management associate to be Central SPOC for managing IT assets (DaaS ... Execute secure asset disposal and maintain compliance records What you'll need to succeed:
Cognizant is seeking an IT Asset Management Associate for a full-time opportunity in Portland, OR ... Execute secure asset disposal and maintain compliance records. Qualifications: * 3 to 5 years of ...
Cognizant is seeking an IT Asset Management Associate for a full-time opportunity in Portland, OR ... Execute secure asset disposal and maintain compliance records. Qualifications: * 3 to 5 years of ...
Coordinate with the unit manager to ensure uniform and consistent data tracking * Oversee ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Coordinate with the unit manager to ensure uniform and consistent data tracking * Oversee ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Records and Analytics Support Supervisor
Hillsboro, OR · On-site
$76K - $92K/yr
... manager: Team Leadership & Administration • Assign, oversee, and ensure timely, accurate ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Records and Analytics Support Supervisor
Hillsboro, OR · On-site
$76K - $92K/yr
... manager: Team Leadership & Administration • Assign, oversee, and ensure timely, accurate ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Records and Analytics Support Supervisor
Hillsboro, OR · On-site
$76K - $92K/yr
... manager: Team Leadership & Administration • Assign, oversee, and ensure timely, accurate ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Records and Analytics Support Supervisor
Hillsboro, OR · On-site
$76K - $92K/yr
... manager: Team Leadership & Administration • Assign, oversee, and ensure timely, accurate ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Records and Analytics Support Supervisor
Hillsboro, OR · On-site
$76K - $92K/yr
... unit manager: Team Leadership & Administration Assign, oversee, and ensure timely, accurate ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Records and Analytics Support Supervisor
Hillsboro, OR · On-site
$76K - $92K/yr
... unit manager: Team Leadership & Administration Assign, oversee, and ensure timely, accurate ... Associate degree or Paralegal Certificate; AND seven (7) years of progressively responsible legal ...
Wealth Management Associate - OR, Portland (5133)
Portland, OR · On-site
$250 - $1.0K/wk
... record of success and accomplishment • Communication Skills: excellent interpersonal and ... those with management ambition • Professional Growth: encouragement to pursue professional ...
Wealth Management Associate - OR, Portland (5133)
Portland, OR · On-site
$250 - $1.0K/wk
... record of success and accomplishment • Communication Skills: excellent interpersonal and ... those with management ambition • Professional Growth: encouragement to pursue professional ...
Wealth Management Associate - OR, Portland (5133)
Portland, OR · On-site +1
$250 - $1.0K/wk
... record of success and accomplishment Communication Skills: excellent interpersonal and ... those with management ambition Professional Growth: encouragement to pursue professional ...
Wealth Management Associate - OR, Portland (5133)
Portland, OR · On-site +1
$250 - $1.0K/wk
... record of success and accomplishment Communication Skills: excellent interpersonal and ... those with management ambition Professional Growth: encouragement to pursue professional ...
This TI Clinical Research Associate will be known internally as a Float Clinical Research Associate ... Data Management * Collection and entry of oncology data from patient medical records into study ...
This TI Clinical Research Associate will be known internally as a Float Clinical Research Associate ... Data Management * Collection and entry of oncology data from patient medical records into study ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Supervisor, Medical Records, Release of Information
Portland, OR · On-site
$60K - $70K/yr
Bachelor's and/or Associates Degree in Health Information Management, Business Administration or health related field or equivalent experience is preferred. * 1 years supervisory/management ...
Experience with MIRS, MHS Genesis, Recruiter Zone, ARISS, Guidance Counselor Redesign, SharePoint, or electronic records-management systems. * Associate degree in business administration, office ...
Experience with MIRS, MHS Genesis, Recruiter Zone, ARISS, Guidance Counselor Redesign, SharePoint, or electronic records-management systems. * Associate degree in business administration, office ...
Experience with MIRS, MHS Genesis, Recruiter Zone, ARISS, Guidance Counselor Redesign, SharePoint, or electronic records-management systems. * Associate degree in business administration, office ...
Experience with MIRS, MHS Genesis, Recruiter Zone, ARISS, Guidance Counselor Redesign, SharePoint, or electronic records-management systems. * Associate degree in business administration, office ...
Records Management Associate information
See Portland, OR salary details
$11.73 - $12.91
9% of jobs
$12.91 - $14.09
0% of jobs
$14.09 - $15.27
0% of jobs
$15.27 - $16.45
4% of jobs
$16.73 is the 25th percentile. Wages below this are outliers.
$16.45 - $17.64
51% of jobs
$18.79 is the 75th percentile. Wages above this are outliers.
$17.64 - $18.82
11% of jobs
$18.82 - $20
5% of jobs
$20 - $21.18
9% of jobs
$21.18 - $22.36
7% of jobs
$22.36 - $23.55
1% of jobs
$23.55 - $24.73
2% of jobs
$11
$18
$24
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Full-time
Re-posted 28 days ago
Job description
If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.
Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.
This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.
We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.
Specific responsibilities include:
- Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
- Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
- Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
- Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
- Coordinate, manage and delegate workflow to the team's Client Service Associates
- Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
- Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
- Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts
About Coldstream Wealth Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Bellevue, WA, US
Year founded
1996