Corvallis or Beaverton or Bend or Madras or Medford or Newport
OnsiteFull Time
Marsh McLennan AgencyNYSE: MMC: Provides insurance brokerage and risk management to mid-sized organizations.
Deliver client service for personal insurance: handle service requests, manage renewals and marketing, negotiate with carriers, maintain account data, and identify up-sell opportunities.
Bachelor's degree in finance, accounting, business, economics, or related field; financial and wealth management knowledge; strong communication, organization, analytical, and client relationship skills; Microsoft Office proficiency.
Microsoft Office Suite, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
Equus Workforce Solutions: Provides workforce development and vocational training services.
Coordinates and manages individualized client services, documents intake/progress/discharge, conducts case conferences, requires crisis management, computer and communication skills, and reliable transportation.
Portland or Fresno or Spokane or Medford or Eugene or Seattle or Phoenix
$84k-$135k/yrHybridFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
5+ YOEBachelor's degree or equivalent experience; 5+ years related resource or staffing experience preferred; proficiency with Microsoft Excel; strong communication, organization, and client service skills; PMP or RMCP preferred.
Client Accounting & Advisory Services (CAAS) Staff Accountant
Eugene, Oregon, United States
$51k-$65k/yrOnsiteFull Time
Isler CPA: A public accounting firm providing client accounting, advisory, payroll, and tax services.
1+ YOEAssociate's degree or higher in accounting, 1+ year of accounting experience using QuickBooks Online, payroll and tax compliance familiarity, strong communication, organization, and time management skills.
Caring for Others: Providing compassionate, family-focused in-home care for aging adults.
Experience in home care or care coordination preferred; strong organization, communication, HIPAA compliance, technology proficiency, and ability to conduct client assessments and develop service plans.
Associa: Provides management and maintenance services for homeowners associations.
1+ YOEPreferred bachelor's degree and 1–3 years of community association or equivalent experience. Requires customer service, communication, conflict resolution, Microsoft Office, prioritization, and client-site commuting abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, marketing coordination, documentation, and technology support in partnership with financial advisors.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in the lobby, educate on self-service channels, process cash transactions, manage financial center traffic, and connect clients to financial solutions; must follow processes and regulations and be able to work weekends/extended hours.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
Options Counseling and Family Services: Provides mental health counseling and family preservation services.
2+ YOEMinimum 2 years case management/life-skills experience with high-risk youth, valid driver\u0000\u0000s license, reliable insured vehicle, background/fingerprint check, respectful attitude, ability to travel and transport clients.
Financial Solutions Advisor Registration Candidate- Williamette Valley Market
Bend or Wilsonville or Corvallis or Portland or Oregon City or West Linn or Salem or Gresham or Clackamas or Eugene
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 within required timeframes; SAFE Act registration for mortgage origination; HS diploma; ~1 year financial services or sales experience preferred; strong client relationship and time-management skills.