Position: Part Time Bookkeeper/Advisor

Location: Tigard

Summary: Small and established Investment Advisor organization is seeking a part-time Bookkeeper/Advisor to help with office duties and maintenance.  This is a critical position so having worked in a similar environment is a must have.  

Job Description:

Bookkeeping – update company and client books as needed including annual audit preparation

Investments –  Investment knowledge of stocks, ETFs, mutual funds, and fixed income investments.

Compliance – ongoing maintenance of records for securities audits, annual compliance review, and quarterly updates as needed

Client relations – answer questions, move money, update client files (electronic and paper)

Excel – maintain spreadsheets and if necessary create new spreadsheets to track data

General Office – general office duties including phones, filing, quarterly mailings


Optional skills

Familiarity with life insurance products – license not required

Tax knowledge – Required distribution rules, harvesting losses, year-end tax compliance (individual and business), basic retirement plan rules

Investment import experience with Portfolio Center or similar product

Writing skills – assist with preparation of quarterly mailing letter


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