OFFICE MANAGER/CLIENT CONCIERGE

CLIENT SERVICE / OFFICE MANAGEMENT

Point Forward Wealth Advisors – Ameriprise Financial

Lake Oswego, OR | Full-Time, In-Person

Monday–Friday, 8:00 AM – 5:00 PM

Pay: $50,000.00 - $60,000.00 per year based on experience and skillset

POSITION OVERVIEW

Point Forward Wealth Advisors is a boutique wealth management practice committed to delivering an exceptional, high‑touch client experience. We are a 20 person team, with eight financial advisors, and over 1,100 client households, derived solely from organic growth and referrals. We are seeking a highly organized, self‑directed Client Service Associate who thrives in a fast‑paced, interruption‑heavy environment and can confidently manage multiple competing priorities without excessive supervision.

This individual is often the first and last impression of our firm. Success in this role requires exceptional multitasking skills, follow-through, professionalism, and the ability to stay calm and accurate while multiple people actively need your attention. While we have flexibility for personal commitments, the role is in-person full time, and not eligible for hybrid work.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

• Your positive attitude is obvious to clients and contagious to our teammates.
• You stay organized and focused despite frequent interruptions.
• You independently track tasks and follow them through to completion.
• You communicate professionally and confidently with clients in person and by phone.
• You arrive on time, prepared, and ready to open the office each day.
• You anticipate needs rather than waiting to be directed.
• You ask questions rather than make assumptions.

KEY RESPONSIBILITIES

• Greet and assist clients and guests, delivering a warm, polished, and professional first impression.
• Answer and direct calls, and check voicemails in a timely fashion.
• Coordinate scheduling and calendar management for advisors and staff.
• Support long-term client relationships by providing consistent, high‑touch service.
• Maintain a clean, organized, and welcoming front desk, office, and conference rooms.
• Open the office each morning and complete daily readiness tasks to ensure we are client-ready.
• Manage office supply inventory and vendor coordination.
• Process daily mail handling with accuracy and priority.
• Assist with firm projects, events, and administrative support as needed.
• Consistently uphold high standards of confidentiality, ethics, and professionalism.
• Continued success in this role would open additional opportunities and compensation.

REQUIRED SKILLS & QUALIFICATIONS

• Exceptional multitasking ability in a distraction‑heavy environment.
• Strong organizational skills, attention to detail, and ability to see tasks to their completion.
• Ability to work independently and complete tasks without micromanagement.
• Professional demeanor, appearance, and communication style.
• Mature judgment when handling sensitive or confidential information.
• Strong interpersonal skills and a client-first mindset.
• Our operations software suite includes Microsoft Office, Salesforce CRM, and proprietary Ameriprise tools.

EXPERIENCE & EDUCATION

• Previous experience in receptionist, administrative, hospitality, or client service roles required. This is a non-licensed role, but experience in the financial industry is a bonus. Salary based on relevant experience.

BENEFITS

·       401(k) with automatic 3% employer contribution

• Health, vision, life, and disability insurance
• Discretionary company bonus
• Generous paid time off: holidays, birthday, sick time, and 15 days of personal time for the first four years of employment, after which days are increased
• Complimentary financial advisory services

TO APPLY

When PFWA was founded in 2010, we had the feeling and the vision that being part of something bigger than ourselves would allow us to help families in our community. We are proud of how our journey has progressed and look forward to witnessing the impact PFWA will have for generations to come. We are blessed to be able to look for ways to help people every day. There is nothing more satisfying than seeing someone reach their financial and personal goals and knowing that we had a hand in helping them along the way.

Our team has also put a lot of thought into creating a positive and thriving culture. One that emphasizes client focus, excellence, hard work, personal accountability, and opportunity for career growth. Fulfilling our mission depends on us working alongside each other.

If you would like to be considered for this role, please include a cover letter detailing how you see yourself aligning with our vision, and three things about the position or our team that interest you.