Receptionist/Client Service Assistant

Meketa•Portland, OR

11d•$22 - $25•Onsite

About The Position

The Receptionist/Client Service Assistant plays a dual role within Meketa Investment Group’s Portland office. The position provides front-office coverage by answering and screening telephone calls, greeting visitors, preparing facilities for in-house meetings, sorting mail, arranging conference and video calls, and reviewing and monitoring the company calendar. It also provides administrative support to investment, systems, and operations staff, including word processing, report production, and coordinating and maintaining company files. The role maintains contacts and calendars in the company’s customer relationship management system (CRM) and helps the client team meet reporting deadlines. This position reports to the Administrative Manager. Success is measured by professionalism in telephone communications; the accuracy and timeliness of phone messages, client reports, and correspondence; responsiveness to administrative support requests; improvements in the quality and efficiency of work; and satisfaction among employees, clients, and guests who use the Receptionist’s services. Meketa Investment Group is an employee-owned investment consulting and advisory firm with more than 250 employees across six U.S. offices and London. The company describes its workplace as inclusive and supportive of diversity, professional growth, and work-life balance. It offers competitive compensation, a range of benefits, flexible schedules, and support for continuing education. Meketa is an Equal Employment Opportunity and Affirmative Action Employer and provides a contact for accommodation requests related to applying, interviewing, performing essential job functions, or receiving employment benefits and privileges.

Requirements

Strong interpersonal and organizational skills.
Professional telephone and email etiquette and the ability to interact with visitors.
Accuracy and excellent attention to detail in taking messages.
Ability to prioritize tasks and manage multiple concurrent deadlines.
Ability to work well with employees from other company departments and offices.
Outgoing personality and can-do attitude.
Flexible work style and ability to adapt to changing priorities and needs.
Expertise with the entire Microsoft Office software suite.
Four-year degree preferred and two years of administrative experience in a corporate setting, or an equivalent combination of experience and knowledge.

Nice To Haves

Advanced knowledge of Microsoft Word, Excel, and PowerPoint formatting.
Four-year degree.

Responsibilities

Answer and screen telephone calls professionally and courteously.
Greet visitors and escort them to the appropriate area.
Sort incoming mail for distribution.
Prepare facilities for in-house meetings, including refreshments when necessary and conference-room setup and cleanup.
Arrange conference and video calls, and review and monitor the company calendar.
Prepare client-ready reports and correspondence, including editing, printing, binding, and distributing client quarterly reviews.
Maintain contacts and calendars in the company’s customer relationship management system (CRM).
Provide administrative support to investment, systems, and operations staff.
Facilitate team communications and manage client-team reporting deadlines to support timely client reporting.
Use appropriate software applications proficiently to maximize company productivity.
Fulfill other duties deemed necessary by management.