Administrative Assistant

Job Title: Administrative Assistant

Company Summary:

We are True North Retirement Advisors, a vibrant and growing independent fee-only financial advisory practice, specializing in comprehensive retirement planning and investment management for clients.

The mission of True North is to add meaningful value to the life of each client through planning, prioritizing, and partnering with them to help them achieve their most important financial goals.

Job Summary:

As an Administrative Assistant, you will be the first point of contact for clients and play a central role in administrative support for our team.

Ideal candidates for this position are positive, client-centered, and reliable. Capable of performing a variety of tasks and projects with top-tier organizational skills, ideal candidates cheerfully take ownership of assigned responsibilities, and fit well into our company’s culture with a strong work ethic and unwavering integrity.

Opportunities for promotion exist for talented team members who are committed to excellence, learning, and growth.

Schedule & Location:

This position offers flexible hours, between 25-40 hours per week. Our office is open Monday – Friday, 8am-4pm. An ideal candidate will work on site at our Clackamas location most or all hours that we're open.

What You’ll Do:

• Answer & screen phone calls and manage the phone system
• Schedule meetings and calls & coordinate office calendars
• Support and coordinate marketing activities: primarily social media, speaking engagements & client events
• Update & organize client records, electronic files, & CRM
• Process all incoming mail, client paperwork, and deposit client checks
• Welcome clients & in-person visitors with the highest standard of professionalism and friendliness
• Maintain a presentable office environment for clients and co-workers with good organization and cleanliness of kitchen and general office spaces
• Troubleshoot phone, internet, and printer issues to ensure a well-functioning office environment
• Keep inventory of office supplies & order supplies as needed
• Assist with client-service tasks & operational projects
• Generate, prepare, and send reports and correspondence

Qualifications:

• Associate’s or bachelor’s degree preferred
• Prior experience working in a professional office environment
• Proficiency with MS Office and CRM systems

Compensation:

$25-$30/hour, depending on experience

Job Types: Full-time, Part-time

Pay: $25.00 - $30.00 per hour

Expected hours: 25 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Administrative experience: 1 year (Preferred)

Work Location: In person