Posted: 01/02/2019

Location: Portland Metro

Closing Date: open until filled

Industry: Business, Finance

Type: Part time 32 hours per week



We are a fast-growing employee benefits consulting firm based in Portland, Oregon looking for someone to be an integral part of our team by assisting the executive staff.  Our major business is corporate-sponsored health and welfare plans and retirement plans – 401k and traditional defined benefit.  We also offer personal wealth management and financial services, including investments and insurance.  The successful candidate will help us grow our business by creating efficiency.


Administrative & Marketing

  • Answer company phones and screen calls accordingly
  • Schedule, coordinate, and plan all client events, including in-person and webinar
  • Maintain company’s B-Corp status, be our B-Corp champion and ensure company is following all proper protocol, including coordinating volunteering.
  • Manage and act as point person for CRM workflow, reporting, and trouble shooting
  • Ensure all required paperwork is scanned and filed promptly into server
  • Updating social media regularly
  • Manage compliance responsibilities as required by FINRA and other regulatory bodies, including changing passwords on all office computers quarterly, sending in required compliance logs, and keeping required files.
  • Ensure all advertising and other documents are submitted in advance to compliance for pre-approval. Track all compliance reporting.
  • Ensure all producer licenses are in good standing
  • Maintain Office Equipment and Information Technology systems (computers, hardware and software, printers, copy machine, telephones) and arrange maintenance and servicing as needed.
  • General office duties as required (order office supplies, water plants, open mail, order coffee and snacks, etc.)


Accounting & Bookkeeping

  • Enter all commissions by client and line of business into CRM, analyze and ensure no commissions are missing
  • Update and manage Quickbooks
  • Work closely with CFO on revenue and expense tracking and forecasting
  • Provide managing partners with monthly revenue reports
  • Manage accounts payable, including paying bills twice monthly




  • Quickbooks experience required
  • BA/BS degree preferred
  • Two years of investment or insurance experience preferred
  • Progressive computer skills a must. Ability to learn complex database systems.
  • Ability to take direction from multiple people
  • Must take ownership in your work and be able to work independently
  • Industry regulations require pass of background screening
  • Forward thinking take initiative in tasks
  • Maintain clear and consistent communication with appropriate staff


The candidate will be detail-oriented with excellent organizational skills. The person must be able to successfully function independently, as part of a team, and in a professional manner.


  • Paid time off, including 11 holidays per year
  • Salary commensurate with experience
  • Great work environment and autonomy in position


Application Guidelines/Contact:

To apply, please send a Resume and Cover Letter, consolidated into one PDF, to with your name and position applying for in the title.



5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561



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Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.

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