Cascade Pacific Financial Planners - Salem, OR

posted 18 days ago

Full-time - Entry Level
Salem, OR

About the position

We are seeking a highly organized and proactive Executive Assistant to support our executive team. This role is crucial in ensuring the smooth operation of our office and will involve managing schedules, facilitating communication, and providing administrative support.

Responsibilities

  • Manage and maintain executive calendars, including scheduling meetings and appointments using Outlook Calendar and Google Suite.
  • Prepare and organize documents for meetings, including agendas, presentations, and reports.
  • Handle correspondence, including emails and phone calls, ensuring professional phone etiquette at all times.
  • Assist with data entry tasks and maintain accurate records for various projects.
  • Coordinate travel arrangements and itineraries for executives as needed.
  • Support front desk operations by greeting visitors and managing incoming inquiries with excellent customer service skills.
  • Utilize QuickBooks for basic financial tracking and reporting when necessary.
  • Manage electronic signatures using DocuSign for important documents.
  • Maintain office supplies inventory and assist with general office management tasks.

Requirements

  • Proficiency in Microsoft Office Suite, particularly Outlook Calendar, as well as Google Suite applications.
  • Experience with QuickBooks is preferred but not mandatory.
  • Strong computer literacy with the ability to learn new software quickly.
  • Excellent organizational skills with the ability to prioritize tasks effectively.
  • Previous experience in an administrative role or as a front desk associate is a plus.
  • Exceptional customer service skills, demonstrating professionalism in all interactions.
  • Strong data entry skills with attention to detail to ensure accuracy in documentation.
  • Ability to work independently while also being a collaborative team player.

Nice-to-haves

  • Experience with QuickBooks is preferred but not mandatory.
  • Previous experience in an administrative role or as a front desk associate is a plus.

Benefits

  • 401(k)
  • Paid time off
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