Part-Time Wealth Management Admin & Client Concierge
Listed on 2026-10-07
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Coldstream Wealth Management in NE Portland is seeking a part-time Administrative Assistant to support a Wealth Manager. The schedule is Monday through Thursday, 9:00 a.m. to 2:00 p.m., in office two days per week.
The role focuses on scheduling, calendar coordination, and acting as a trusted behind-the-scenes partner to ensure a smooth client experience. Ideal candidates have 2+ years of admin experience in professional services, strong organization, client service, and proficiency with MS
The Part-Time Wealth Management Admin & Client Concierge position in the Management & Operations, Other field is open for applications.
We are seeking a motivated Part-Time Wealth Management Admin & Client Concierge to join Coldstream in Portland, OR, United States.
Consider building your career as a Part-Time Wealth Management Admin & Client Concierge at Coldstream.
We have an opening for a Part-Time Wealth Management Admin & Client Concierge in Portland, OR, United States within Management & Operations, Other.
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