Administrative Assistant & Receptionist

ROI Financial Advisors is a reputable financial advisory firm dedicated to helping clients achieve long-term wealth building and asset management goals. Founded on principles of simplicity, smart strategies, and effective financial planning, the company focuses on positively impacting clients' portfolios through personalized financial advice and asset management services. With a commitment to professional excellence and client-centric approaches, ROI Financial Advisors operates offices in multiple locations including Beaverton, Lake Oswego, Portland, and Clackamas, and continues to expand rapidly into new markets to better serve its growing customer base.

The role of Administrative Assistant/Receptionist at ROI Financial Advisors is instrumental in ensuring the smooth operation of daily business functions and providing exceptional support to financial advisors, administrators, and clients. This position requires a dynamic professional skilled in handling both routine and advanced administrative tasks, including managing correspondence, scheduling appointments, greeting office visitors warmly, answering phones, and preparing various reports, forms, scans, and documents.

In this role, the Administrative Assistant/Receptionist acts as the hub of communication and organizational support within the office. Responsibilities include greeting clients upon arrival and offering a warm and professional reception, scheduling, coordinating, and confirming client meetings, facilitating effective communication via phone and email with clients, and collaborating with the team to prepare for client meetings. Preparing meeting folders and updating internal systems with accurate client data form integral parts of the job, along with initiating quarterly service contacts to maintain strong client relationships.

Administrative assistants at ROI Financial Advisors also play a crucial role in documenting and organizing client information using scanners and filing systems to ensure secure and accessible records. The role demands a high attention to detail and accuracy, a willingness to adapt to changing priorities within a fast-growing company, and a high level of self-motivation to enhance overall office productivity and effectiveness.

The company values experience and communication skills highly, requiring candidates to have a minimum of a high school diploma or GED, complemented by over two years of administrative experience and customer service experience especially in client-facing roles. Proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel, is essential, as is reliable transportation as the position requires presence at local office locations. Preferred candidates will also possess experience with CRM software such as Salesforce, contributing to more efficient client management.

Working conditions for this role entail working from one of the company’s local offices with a standard Monday through Friday schedule during regular business hours. ROI Financial Advisors fosters a unique and collaborative work environment aimed at employee satisfaction and professional growth.

Hiring for this role comes with excellent employee benefits including health insurance, a retirement savings plan with employer matching, paid time off, and the opportunity to work in a supportive and engaging team environment. This role offers a fantastic opportunity for administrative professionals eager to join a rapidly growing financial advisory firm focused on client success and long-term financial planning.