Administrative Associate na Vista Capital Partners

Vista Capital Partners is a premier Registered Investment Advisor in the Pacific Northwest, known for its unique investment philosophy, commitment to client service, and engaging work environment. We bring our full and authentic selves to work every day and are committed to a culture of continuous growth and development in our mission to become Oregon’s most admired wealth management firm. Our core purpose is to build happier and more prosperous lives for both our clients and employees.

To further this mission, we are hiring a Client Service Associate to join our team of financial professionals.

Job Summary

The Administrative Associate is responsible for creating a positive and memorable first impression for our clients, vendors, and guests by warmly greeting them upon arrival. This role supports the efficient daily operations, productivity, and organization of the firm and our employees. We are seeking a highly organized individual with excellent attention to detail, strong task prioritization skills, and a dedication to providing exceptional client experience.

Duties and Responsibilities

The Administrative Associate’s responsibilities include the following and other duties as assigned to support the firm’s operations and employee and client experience:

• Provide front desk coverage Monday through Friday, 8:00 a.m. to 5:00 p.m., with a standard lunch break.
• Create a positive and professional first impression by warmly greeting clients, vendors, and visitors.
• Manage the front desk area, ensuring it remains organized, tidy, and reflective of Vista’s brand.
• Arrange front desk coverage during absences to maintain seamless service.
• Answer and route incoming phone calls in a courteous and timely manner.
• Receive, sort, and distribute mail and deliveries promptly.
• Coordinate and place weekly lunch and grocery orders for the office.
• Organize and restock the kitchen, including managing inventory and emptying the dishwasher as needed.
• Track office and kitchen supplies and proactively coordinate reorders.
• Schedule and coordinate client meetings and conference room logistics.
• Prepare and mail quarterly client statements and other client correspondence.
• Assist with administrative marketing projects, including event invitations, communications, and social media support.
• Create surveys, PowerPoint presentations, and other internal materials to support team and committee initiatives.

Core Values

We will hire the person who best embodies and embraces Vista’s core values:

Act with Integrity   

• Successful relationships are built on trust.

Strive for Simplicity

• Keeping things simple allows us to focus on what truly matters.

Be Passionate

• An unwavering belief in what we’re doing brings out the best in us. Passion inspires and is contagious. 

Pursue Excellence

• Our clients and colleagues deserve our best effort. Always.

Enjoy the Journey

• A fun and flexible work environment allows our people to enjoy happy and fulfilling lives.

Qualifications

The Administrative Associate position typically requires the following qualifications:

• Experience: Proven experience as an Administrative Assistant or Receptionist in a professional office setting.
• Technology: Proficiency with Microsoft Suite.
• Onsite Availability: Ability to work in the office five full days per week.
• Work Authorization: Must have the legal right to work in the United States. At this time, Vista is unable to provide visa sponsorship.
• Background & Credit Check: Employment is contingent upon successful completion of a background and credit check, conducted in accordance with applicable law. As part of this process, we review information relevant to the responsibilities of the role, including indicators of financial reliability.

Salary and Benefits

Pay/benefits are competitive based on industry standards:

• Salary: Commensurate with experience
• Benefits: Health, dental, and vision insurance, long-term disability coverage
• Time off: Flexible paid time off policy & sabbaticals
• Retirement: 401(k) and profit sharing
• Continuing Education: Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
  

VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER.