Administrative Assistant

Job Description

Job Description

We are seeking a professional and detail-oriented Administrative Assistant to support daily office operations and client services within an established financial services firm in Monmouth, OR. This role is ideal for someone with strong organizational skills, ability to multitask, excellent communication abilities, and experience in a professional office environment. We are a busy, three‐person office that operates with the closeness and trust of a family. Our team values collaboration, reliability, and genuine care, both for our clients and for each other. We’re looking for someone who wants a long‐term role, enjoys being part of a tight‐knit environment, and is ready to become an integral part of our culture.

Key Responsibilities:

• Provide administrative support to office leadership and senior staff
• Schedule client meetings and manage calendars
• Prepare correspondence, reports, and client documentation
• Maintain accurate and confidential client files and records
• Assist with data entry and processing of account-related paperwork
• Answer phones and greet clients in a professional manner
• Support internal documentation and regulatory tracking processes
• Order office supplies and assist with general office coordination
• General office upkeep and light cleaning

Qualifications:

• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail and ability to handle confidential information
• Professional communication and customer service skills
• Ability to manage multiple priorities in a deadline-driven environment

About the Job:

• Office hours are 9am to 4pm, Monday-Thursday and Friday from 9am to 1pm. This is 32 hours/week and considered Full-Time.
• 4-Weeks paid vacation, prorated for the first year.
• Health Insurance is optional after 3-Months. Employer will pay 50% of premium for Employee only.
• 401k matching after 1-Year of service.
• Quarterly bonuses are often given but not guaranteed.

\nCompany Description

Kjerulf‐Goto Wealth Management is a client‐focused financial advisory firm committed to thoughtful, relationship‐driven financial planning. We are a busy three‐person office that operates with the closeness and trust of a family. Our team values collaboration, reliability, and genuine care, both for our clients and for each other. We’re looking for someone who wants a long‐term role, enjoys being part of a tight‐knit environment, and is ready to become an integral part of our culture.

Company Description

Kjerulf‐Goto Wealth Management is a client‐focused financial advisory firm committed to thoughtful, relationship‐driven financial planning. We are a busy three‐person office that operates with the closeness and trust of a family. Our team values collaboration, reliability, and genuine care, both for our clients and for each other. We’re looking for someone who wants a long‐term role, enjoys being part of a tight‐knit environment, and is ready to become an integral part of our culture.