Entrepreneur Needs Personal Assistant (Portland, OR)

About Our Firm Foster Wealth Management is quickly growing, independent financial advisory firm based in Tucson, Arizona. We serve a diverse group of individual and multi-generational clients across the country and are deeply committed to helping our client achieve their financial goals. We are looking to grow our team to provide even better service to our clients. About You You are a dynamic and hardworking individual who is looking for an opportunity to grow your career with an amazing team. You love continuously growing and stretching your skills set. You enjoy being a part of making people feel welcome and well taken care of, while also knowing you are contributing towards helping clients achieve different life goals. Summary of Essential Duties The Client Support Specialist/ Receptionist provides direct administrative support to the firms advisors as well as front office duties and general administrative processes and procedures. This role is the first point of contact with clients, coordinating client appointments and delivering an exceptional client experience. Responsibilities A successful Client Support Specialist/ Receptionist will: Make people entering the office feel truly welcome and by being cheery and upbeat, greeting people by name, directing them to the appropriate waiting space, offering refreshments and doing what is appropriate to ensure their experience is pleasant Efficiently / accurately complete administrative tasks to allow advisors to focus on helping our clients reach their financial goals Increase operational efficiency and improve administrative procedures Minimize scheduling issues and conflicts Maintain high levels of client satisfaction and build relationships with firm clients Answer phones, route calls and take / distribute messages Schedule, calendar and manage tasks and activities in CRM and team members’ calendars Manage incoming and outgoing communications (telephone and email) Provide general office support (photocopying, filing, office errands, creating documents, etc.). Review, sort and distribute incoming mail Order and maintain office supplies (including firm collateral, information packages, kitchen supplies, general office supplies, postage supplies, etc.) Manage client touches and birthday process, cards / gifts (Sympathy, Get Well, Thinking of You, etc.) Complete operations / client service tasks as requested and train to be competent in all areas over time Update processes / procedures related to the position Complete back-up duties, requests and additional projects as assigned Knowledge, Skills & Attributes High School diploma Financial services experience preferred Comfortable working with industry related software (CRM a plus) Expert computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint Excellent oral, written and interpersonal communication skills Professional appearance and demeanor Impeccable ability to maintain confidentiality and integrity Effective follow-up skills and ability to meet deadlines without prompting Flawless attention to detail and accuracy required Energetic, eager to learn, willing to cooperate Self-motivated with ability to work well independently and under direction Comfort with being a “team player” and doing whatever is needed, big or small *Please note any offer of employment will be contingent upon the successful completion of a background and credit check

Our company is seeking motivated individuals to participate in National & Local Paid Focus Groups, Health Studies, and Market Research assignments. For the majority of our paid focus group studies, you can choose to participate either online or in person. It's a great opportunity to make extra income right from the comfort of your home. Registration and completion of a questionnaire are required to determine eligibility. Taking part in focus groups can be incredibly rewarding, as your feedback plays a key role in shaping industries and influencing the development of new products. In some cases, you might even have the opportunity to try and test products before theyre available to the public! Apply now to see if you qualify Qualifications: A smartphone with a camera or a desktop/laptop with a webcam. Access to high-speed internet. Desire to fully participate in one or several of the above topics Ability to follow instructions, both written and verbal. Arrive at least 10 minutes before your session starts. Participate by completing written and oral instructions. Complete any surveys provided for each panel. MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date. Remuneration: Up to $750/week (varies based on the focus group or assignment chosen) If youre excited about sharing your thoughts in group discussions and providing feedback on new consumer products while getting paid, wed love for you to apply before all spots are filled!

In need of a Property Manager for busy Management Firm, that specializes in HOAs. Will need to be computer savvy, trainable, and people oriented. Daily duties include; answering phones, sending emails, scanning, faxing, learning the portal, attending Board meetings, writing meeting minutes and working directive for the Board. Hours Monday-Friday 9-5pm with some evening meetings. Also may have zoom meetings. Please fax resume to 513-471-7243

We are seeking an Office Administrator/Billing to join our team! You will perform clerical and administrative functions in order to drive company success. Responsibilities: Invoicing with use of QuickBooks Post Payments into QuickBooks Create Job folders Assist in scheduling of Jobs using Google Calendar Develop and implement organized filing systems Perform all other office tasks Qualifications: Previous experience in office administration or other related fields QuickBooks experience a plus Ability to prioritize and multitask Excellent written and verbal communication skills Strong attention to detail ​Strong organizational skills

LOOKING FOR FULL TIME OFFICE Manager Must be experienced in Quickbooks. Must be experienced in Customer Service Duties to include but not limited to: Preparing Estimates, Placing Orders, Scheduling, Inventories, Answering Phones, Billing, Banking..etc. Hours will be Monday thru Friday 8:30 - 5:00pm Wages are determined by amount of experience.

Job title: Office Assistant in Acupuncture Medical Clinic Part time (2-4 days a week) Responsibilities: Customer service: greet patients, set/clean up exam rooms, receive payments, appointment scheduling, patient issue resolution Insurance: coverage verification, claim submission, claim issue resolution Office works: various office administrative works, order office supplies Qualifications: Associated degree required (College student and homemaker coming back to work welcome). Responsible and hardworking Strong individual and team work skills to handle multi-functions and tackle various issues. Strong communication skills (oral and written), and friendly and flexible character Proficient at Excel or Google Sheet. Prior medical office experience preferred but not required, training will be provided This job requires the candidate to be self-motivated at work - be ready to get your hands "dirty". You will rewarded for your contribution to the company, not the time you spend in office. If interested, please send resume.