Position: Part Time Advisor/Bookkeeper

Location: Tigard

Summary: Small and established Investment Advisor organization is seeking a part-time Advisor/Bookkeeper to help with office duties and maintenance.  This is a critical position so having worked in a similar environment is a must have.  Excellent opportunity for someone looking to transition to a less demanding position or a flexible work schedule.  

*Series 65 is required for this role.  Person may be helping clients with financial advice via phone.  

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



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