Office Coordinator Jobs

Our client is based in Lake Oswego and serves financial professionals nationwide. They have grown to a team of 40 and the reason this position is open, is because our last hire was just promoted! Our client has lawyers, analysts, consultants, and a team of support staff that keep them rolling. Our client's expertise includes practice valuations, business benchmarking, strategic consulting, succession planning, mergers and acquisitions, and much more!

As the Office Coordinator you will occupy the front desk, and will be a key liaison between our valued clients and consulting teams, the keeper of office culture, and a master of behind-the-scenes organization and execution. You will champion excellence and provide reliable vital support on behalf of the firm, serving as an essential contributor to the team.

Job Duties:

• Timely Communication: Maintain open and transparent communication with clients and the team, providing updates on their progress and addressing any inquiries or concerns promptly.
• Team Culture: Work closely with the Operations and HR teams to plan company events, and support new hires, HQ staff, and remote workers. You will also help maintain the office space.
• Maintain accuracy: Ensuring records of client interactions and relevant data are complete and accurate in the customer relationship management (CRM) software.
• Issue Resolution: Identify and address potential issues or roadblocks that may arise during the client's or team’s journey, working proactively to find solutions.
• Staff Augmentation: Provide valuable backup support for departments that have ad hoc tasks that require a bit more staff and organization.
• Client Satisfaction: Continuously monitor and evaluate client satisfaction per leadership guidelines, seeking feedback to enhance our services and achieve client retention goals.
• Manage Supplier Relationships: Manage relationships and orders for catering, office building, office supplies, shipping, and kitchen supplies.
• Client Point of Contact: Serve as the first contact for clients, providing timely and professional assistance to address their inquiries and concerns. Client contact will come via email, Zoom, phone, or occasionally in person.
• Departmental Coordination: Collaborate closely with our Consulting and Business Development teams to ensure a seamless transition for clients.

Qualifications:

• Problem-Solving Abilities: A proactive and solution-oriented mindset, capable of identifying challenges and implementing effective solutions.
• Communication: Excellent interpersonal and communication skills, both written and verbal, to build strong relationships with clients and internal teams.
• CRM Experience: Familiarity with Salesforce CRM and Smartsheet or similar relational databases is preferred.
• Microsoft Office Suite: Proficient with Microsoft Word, Excel, PowerPoint, Outlook, and Teams.
• Experience: Experience in the hospitality or a related customer services industry is preferred, but not required. Experience in the financial services industry is also preferred but not required.
• Client-Centric Approach: A passion for providing outstanding customer service and ensuring client satisfaction at all stages of their journey.
• Organization: Demonstrated ability to manage multiple tasks, prioritize responsibilities, and maintain meticulous attention to detail.

Compensation: $20-$22/hr

Availability: Monday - Friday, 8am-5pm

CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

If you need assistance or an accommodation due to a disability, you may contact us at [email protected] or 1+206-783-9200 (ask to speak with an HR representative). The process is outlined in CampusPoint’s ADA Policy .