Office Associate Job Vacancy in Thimbleberry Financial Portland, OR 97232 – Latest Jobs in Portland, OR 97232

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Company Name : Thimbleberry Financial
Location : Portland, OR 97232
Position : Office Associate

Job Description : Office AssociateThimbleberry FinancialNE Portland, ORPart-TimeJob detailsJob TypePart-TimeNumber of hires for this role1QualificationsLocated in the US with US work authorization & must pass a fingerprinted background check. (Required)Microsoft Office: 2 years (Required)Full Job DescriptionThis is Us.Thimbleberry Financial is focused on providing clients with the advice and tools needed to reach their financial goals. At Thimbleberry Financial we take the time to get to know our clients and their financial goals. We help our clients with all stages of their financial plan, from defining their goals to identifying possible strategies to implementing and reviewing the solutions.At Thimbleberry Financial our clients are treated like family. We believe clients appreciate the relationship and personal focus that we give to their financial goals and accounts; they are truly treated like a person and not an account number. It is this human approach that nurtures each relationship at Thimbleberry Financial. The image of a stock-broker, insurance agent, or Wall Street executive is about as far from who we are as one can get.For the right person, this is the perfect job within an organization that is rapidly growing and is passionate about serving our clients.Is this you?Here’s some of what we would look for in an “ideal team member”:You are solution-focused and aren’t afraid of taking initiative. We believe that the amount of initiative you have is the amount you take until we tell you it’s too much.You are highly process-oriented and believe that systems help the whole team function better. You are not afraid to create or follow your own processes.You desire to make a very real and tangible impact on the organization by supporting the financial planning and operations teams with “back-office” administrative support.You don’t need someone to tell you step-by-step how to solve a problem. You strive for continuous improvement in processes and procedures and rarely let things slip through the cracks.You know there’s always room for improvement and are open to constructive feedback. You are also not shy in sharing with your supervisor your thoughts on how to improve the firm’s processes.Responsibilities include but are not limited to: Administer all areas of client service including but not limited to:Review and clean-up dictations from meetings and assign the dictated tasks to team membersPrepare meeting summary letters for clients and get approval from advisors before sending to clientsProcess changes to any address, phone, email and employment informationProcess documents received via the eMoney VaultProcess mailAssist in meeting preparation with the generation of performance reportsProcess and record all transactions on appropriate logsUpdate and maintain the relationship management systemMaintain a clean and orderly office environmentObtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resourcesEssential SkillsMaintains a clean and orderly office environment with strong organizational skillsDedication to a high quality of work and significant attention to detailSolution-focused with the ability to follow processesExcellent verbal and written communication skillsDemonstrated proficiency in MS Office Suite 2007 or 2011 and/or Office 365.Additional Skills Preferred, but not RequiredPrevious experience in CRM database management (i.e. Act, Salesforce.com, MS Dynamics, Redtail, Infusionsoft, Hubspot, Zoho, etc.).Excel at MS ExcelIf you think you would be an excellent fit, we are asking for applicants to submit their updated resumes through Indeed. Due to our firm’s rapid growth, we have multiple positions posted and will not be accepting phone calls or email inquiries at this time.Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Thimbleberry Financial are not affiliated.Job Type: Part-TimePay: $19 – $22 per hourSchedule:Monday to Friday 8 AM – 12 PMExperience:Microsoft Office: 2 years (Required)Work Remotely:NoJob Type: Part-timePay: $19.00 – $22.00 per hourSchedule:Day shiftMonday to FridayAbility to commute/relocate:Portland, OR 97232: Reliably commute or planning to relocate before starting work (Required)Experience:Microsoft Office: 2 years (Required)Work Location: One location

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