Top 5 Administrative associate Jobs in Eugene, Or

Client Relationship Associate
Finley Davis Private Wealth —Eugene, OR
- $20 - $21 an hour
- Full-time
- Background check
- Microsoft Outlook
- Office
Front Desk Full-Time Associate
Planet Fitness —Eugene, OR
- Weekends as needed
- Computer literacy
- High school diploma or GED
- Computer skills
Quick Apply
Bilingual (Spanish/English) Front Office Associate
EMERGENCE . —Eugene, OR
- $21 - $23 an hour
- Part-time
- Spanish
- English
- Clinic
- Paid training
- Paid holidays
Quick Apply
Front Desk Part-Time Associate
Planet Fitness —Eugene, OR
- Part-time
- Computer literacy
- High school diploma or GED
- Computer skills
Quick Apply
8d
Bilingual Front Office Associate
Emergence —Eugene, OR
- $21 - $23 an hour
- Full-time
- Spanish
- English
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply

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administrative associate jobs near eugene, or

Client Relationship Associate

Finley Davis Private Wealth
Eugene, OR

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Job Details

Full-time
$20 - $21 an hour

Qualifications

Search engines
Confidential information handling
Microsoft Outlook
Spreadsheets

Full Job Description

Hourly Compensation

$20.00 – $21.00 / per hour
Based on experience

Status

Full time

Do you enjoy helping people? Are you self-motivated with high attention to detail? Our firm is looking for a full-time Client Relationship Associate to support general administrative processes and procedures. Our company is growing and we hope to find someone that will want to be with our firm long term (2+ years). We value education and want to develop our employees to take on other roles within our company.

Benefits of working with Finley Davis

Learn cool things every day
Enjoy where you work
Feel good about your job
Get hands-on training
Thrive in a fast-paced work environment
Grow with a positive team of coworkers
Be reminded that you make a difference
Excel in a variety of office duties
Laugh every single day (highly encouraged!)
Become an official Client Relationship Associate Rockstar
Client Relationship Associate Duties and Responsibilities
Complete client service tasks as assigned and train to be competent in all areas over time
Finalize the preparation for all appointments, including generating meeting materials and client presentations for financial advisors
Greet clients with enthusiasm, offer food and beverages and seat them for meetings
Manage incoming and outgoing communications (telephone, email, faxes)
Answer phones, route calls, and take/distribute messages
Schedule and manage tasks and activities in CRM and Outlook calendars
Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.).
Maintain and organize electronic client files
Transfer client notes and active tasks to CRM programs
Update client information as necessary
Learn how to use all office equipment
Keep appropriate levels of inventory for refreshments and snacks
Maintain overall cleanliness of office (dust, vacuum, empty and take out trash, clean or recycle beverage containers.)
Support general administrative needs as requested
Complete office opening and closing procedures

Requirements

Financial services experience preferred
Excellent verbal and written communication skills
Extreme attention to detail and accuracy required
Proficient in Microsoft Excel, Outlook, Word, and general computer skills
Ability to navigate digital tools and search engines
Impeccable ability to maintain confidentiality and integrity
Effective follow-up skills and ability to meet deadlines without prompting
Thorough work ethic with great attention to detail
Work well under pressure
Professional appearance and demeanor
Energetic, eager to learn, willing to cooperate
Self-motivated with ability to work well independently and under direction
Pass Fingerprint/Background Check
Personality Assessment

Comfortable with being a “team player” and doing whatever is needed, big or small

This is a summary outline of the responsibilities initially required of a Client Relationship Associate. This description may be modified as necessary.

For more information please contact us at:
[email protected]

Apply Now

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administrative associate jobs in eugene, or

Client Relationship Associate

Front Desk Full-Time Associate

Bilingual (Spanish/English) Front Office Associate

Front Desk Part-Time Associate

Bilingual Front Office Associate

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