Client Service Assistant

Meketa•Portland, OR

About The Position

The Client Service Assistant is primarily responsible for providing administrative support to the front office and investment staff, including word-processing, report production, and coordinating and maintaining company files. The Client Service Assistant is also responsible for maintenance of contacts and calendars within the company’s contact databases. Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation’s largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 250 employees among our six U.S. office locations and London. Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education. Meketa is an Equal Employment Opportunity and Affirmative Action Employer.

Requirements

Strong knowledge and facility with Microsoft Office software, especially Word
Strong organizational skills
Professional telephone manner
Excellent attention to detail
Strong interpersonal skills
Ability to work accurately in a detailed and time-sensitive environment
Ability to work well with employees from other company departments
Ability to learn and understand the different facets of our business
Minimum of two years of administrative experience in a corporate setting

Responsibilities

Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews
Provide administrative support to investment, operations, and systems staffs as needed
Provide backup for the receptionist, including answering and screening in‑coming calls, greeting visitors, mail and fax distribution, and the preparation of facilities for in-house meetings
Maximize company productivity through proficient use of appropriate software applications
Work with other members of the administrative staff to establish and communicate broadly uniform administrative procedures and practices
Fulfill any and all other duties deemed necessary by management