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Receptionist Administrative Assistant

Cascadia Wealth Mangement Portland, OR
  • Expired: over a month ago. Applications are no longer accepted.

Administrative Assistant / Receptionist position for a Local Wealth Management Firm.

- Full time position; 8-5 Monday through Friday
- Pay scale $15 - $18 hour + benefits, based on experience

We are seeking a mature and experienced professional who is self-directed and personable with the ability to competently handle multiple responsibilities with a high degree of accuracy. As a receptionist you will provide a high standard of service while answering calls in a timely manner and interacting with clients and members of staff with courtesy and efficiency.

As an administrative professional you will provide support to the Operations Coordinator and Managing Director. The position relies heavily on the MS Office suite (including MS Excel, Word and Outlook) so having strong computer skills as well as strong database skills is a MUST. Financial Services experience is a plus, but not required.

We're looking for someone who seeks a long-term relationship, someone who wants to become part of a team, and part of our family.

We are a team-oriented firm with beautiful office space and a family friendly corporate culture. We offer an impressive benefits package including: Medical/Vision/Life benefits after 90 days, paid vacation, 9 paid holidays, and employer matched (4%) 401k after one year of employment.

Please note that this position will require and extensive background check including fingerprinting, criminal, and credit check prior to employment.

Cascadia Wealth Mangement

Why Work Here?

Great team to work with, benefits, and growth opportunities!

Cascadia Wealth Management is an association of independent wealth advisors with individual areas of focus and expertise, but who share a common “client first” set of values. To better serve our select clients, we share technology, administrative support, investment research, and planning expertise.


Tigard, OR 97223
Portland, OR