What are the responsibilities and job description for the Front Desk Office Administrator position at Johnson Bixby?
Job Description
Job Description
Salary : $21 - $24
Come and make ripples of positive impact with us.
At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.
We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.
About the Position
Johnson Bixby has an exciting opportunity for Part-Time Office Administrator (20 hours / week) to join our team. In this role youll be positioned at the front desk where you be the welcoming face of our firm, ensuring every client interaction is positive and professional. Youll oversee the client experience by welcoming visitors, assisting clients over the phone or in person, and managing appointment confirmations and inquiries.
You'll act as a liaison between clients and Financial Planners by sending monthly client review letters, assembling and maintaining new client packets, scheduling client meetings, and managing client profiles in our Customer Relationship Management (CRM) system. Youll also support the Client Service Team by managing account maintenance forms, overseeing the team calendar to ensure a balanced workflow, and monitoring emails in the general corporate inboxes. Other daily tasks will include handling incoming and outgoing mail, participating in departmental meetings, and assisting with general office operations.
What Youll Bring to Us :
- Associates Degree in Business
- Two or more years of related experience and / or training in a business environment; or equivalent combination of education and related experience (required).
- Ability to evaluate and interpret data to make informed decisions and identify key insights.
- High level of accuracy and attention to detail, minimizing errors and maintaining high standards.
- Ability to manage tasks and projects with minimal supervision, demonstrating self-reliance and accountability.
- Efficiently prioritize and allocate time to tasks, meeting deadlines and managing multiple responsibilities.
- Proactively identify opportunities for improvement and takes action without needing direct supervision.
- Analyze issues and develop effective solutions to overcome challenges and achieve desired outcomes.
- Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members.
- Ability to interpret a variety of instructions delivered in written, oral, diagrammatic, or schedule formats.
- Proficient in Microsoft Office products.
- Strong mathematical skills including the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, future value and present value.
About Johnson Bixby
Johnson Bixby is a leading financial planning firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. Were looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate lifes challenges and opportunities as they come.
Our Employee Value Proposition
At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.
Total Rewards : We offer a competitive salary, comprehensive benefits, and performance-based rewards to ensure you feel valued for your contributions.
Team Culture : We foster a collaborative, inclusive culture where each team members unique strengths are celebrated. Together, we tackle challenges, create meaningful work, and share in our successes.
Learning & Development : Your professional growth is important to us. We provide ongoing opportunities for learning and development, whether through workshops, mentorship, or other resources, to support your personal and career goals.
Work Environment : We believe in providing a supportive work environment that fosters strong leadership. Our beautifully designed offices create a welcoming and inspiring space, equipped with the resources you need to succeed. We emphasize work-life harmony to help you thrive both professionally and personally.
If youre ready to be part of a dedicated team that values growth and client excellence, apply today!
Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.
Salary : $21 - $24