Administrative Assistant

Administrative Assistant

Columbia River Financial Group - Vancouver, WA

Part-Time In Office | 4 Days/Week (Monday–Thursday, 8:30am–2:30pm)

$25/hour | PTO Accrual | Health and Retirement Benefits Options after 6 months

About Us

We are a growing Registered Investment Advisory (RIA) firm providing comprehensive financial planning and investment management services to individuals and families. Our team of four is collaborative, client-focused and detail-oriented. We are seeking a dependable, organized, and tech-savvy Administrative Assistant to help keep our operations running smoothly and ensure an excellent client experience.

Position Overview

This role is ideal for someone who thrives in a structured environment, enjoys keeping systems organized, and takes pride in supporting a professional team. You will be the first point of contact for clients and a key contributor to the firm’s day-to-day operations. This role may grow over time for the right candidate as the firm continues to expand.

Schedule & Compensation

• Monday–Thursday, 8:30am–2:30pm (24 hours/week)
• $25 per hour
• PTO accrual
• Potential retirement and health insurance benefits after 6-month period

Key Responsibilities

Client Support & Office Management

• Greet clients and manage front desk responsibilities
• Answer and route phone calls professionally
• Handle incoming/outgoing mail
• Monitor office inventory and place supply orders
• Coordinate general office upkeep

CRM (Client Relationship Management) & Technology Support

• Assist with CRM data entry and maintenance (Redtail)
• Maintain accuracy of client records and workflows
• Support updates within the firm’s tech stack

Bookkeeping & Administrative Operations

• Assist with bookkeeping tasks
• Manage receipt and expense tracking
• Maintain organized financial and administrative records

Document & Digital File Management

• Organize and maintain digital and physical files and ensure secure document management
• Maintain digital inventory and update records as needed

Event Coordination

• Assist in planning and coordinating client appreciation events, seminars, and team activities

Qualifications

• Strong organizational skills and attention to detail
• Professional communication skills (phone, email, in-person)
• Proficiency with Microsoft Office and Adobe Acrobat; experience with CRM systems preferred
• Comfort learning and managing multiple technology platforms
• Bookkeeping experience is a plus
• Ability to handle confidential information with discretion
• Reliable, punctual, and self-directed

Ideal Candidate

• Enjoys supporting a professional team
• Takes ownership of systems and processes
• Values accuracy and follow-through
• Interested in working in a professional services or financial services environment

To Apply

Please submit your resume and a brief note describing your interest in the position to kate@columbiariverfg.com