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Accountants Trainee Jobs in Oregon (NOW HIRING)

Raymondjames

Financial Advisor Trainee

Bend, OR

$44K - $54K/yr

The Trainee will balance new client development, sales activities, investment management, customer ... Economic and accounting principles and practices. * Financial markets, banking, and financial data ...

Boise Cascade

Management Associate (Trainee)

Medford, OR · On-site

$70K - $80K/yr

Boise Cascade is Now accepting applications for Management Associate (Trainee) for our Western ... BIC, quality control, log procurement, accounting, safety, environmental, IT, engineering, HR, and ...

PDS Health

Operations Manager

Portland, OR · On-site

$29.25/hr

The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills and ... Show proficiency and adherence to cash management and accounting protocols * How to be the catalyst ...

PDS Health

Operations Manager

Portland, OR · On-site

Overview The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills ... Show proficiency and adherence to cash management and accounting protocols * How to be the catalyst ...

Residence Inn Salem

General Manager

Salem, OR · On-site

... accounting procedures. * Develop managers for future advancement through competency training and ... Maintain direct contact with and monitor the development of management trainees. * Adhere to all ...

Highgate Hotels

General Manager

Salem, OR

... accounting procedures. * Develop managers for future advancement through competency training and ... Maintain direct contact with and monitor the development of management trainees. * Adhere to all ...

Residence Inn Salem

General Manager

Salem, OR

... accounting procedures. * Develop managers for future advancement through competency training and ... Maintain direct contact with and monitor the development of management trainees. * Adhere to all ...

Residence Inn Salem

General Manager

Salem, OR

... accounting procedures. * Develop managers for future advancement through competency training and ... Maintain direct contact with and monitor the development of management trainees. * Adhere to all ...

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Accountants Trainee information

What is the difference between Accountants Trainee vs Bookkeeper?

AspectAccountants TraineeBookkeeper
Required credentialsOften pursuing or holding accounting certifications (e.g., CPA, ACCA)Typically no formal certification required
Work environmentAccounting firms, corporate finance departments, or audit firmsSmall businesses, accounting firms, or freelance work
Employer usageUsed as an entry-level position for aspiring accountantsUsed for day-to-day financial record keeping
Common search intentUnderstanding career path and training requirementsLearning about bookkeeping duties and skills

Accountants Trainee roles focus on training aspiring accountants with certifications and work in professional environments, while Bookkeepers handle daily financial record keeping, often with less formal credentials. Both roles are essential in finance but serve different career stages and responsibilities.

What are Accountants Trainees?

Accountants Trainees are individuals who are beginning their careers in accounting, often working under the supervision of experienced accountants. They typically assist with basic accounting tasks such as data entry, preparing financial statements, and supporting audits. This role is designed to provide practical experience and training, helping trainees develop the skills needed to progress in the accounting field. Many Accountants Trainees are recent graduates or students working towards professional qualifications.

What are the key skills and qualifications needed to thrive as an Accountants Trainee, and why are they important?

To thrive as an Accountants Trainee, you need a foundational understanding of accounting principles, attention to detail, and typically a degree in accounting or related field. Familiarity with accounting software such as QuickBooks, Excel, and enterprise resource planning (ERP) systems is commonly required. Strong organizational skills, eagerness to learn, and effective communication help you adapt and contribute to the team. These skills and qualities are vital for maintaining accurate financial records and supporting the smooth operation of accounting functions.

What kind of support and mentorship can I expect as an Accountants Trainee?

As an Accountants Trainee, you can typically expect to work under the supervision of experienced accountants and finance managers who provide ongoing guidance and feedback. Many firms offer structured training programs, regular check-ins, and opportunities to shadow senior staff on real projects. Collaboration with other trainees and team members is common, which helps build your technical skills and confidence. This supportive environment is designed to help you transition smoothly from theory to practice and set a strong foundation for future advancement.
What are the most commonly searched types of Accountants jobs in Oregon? The most popular types of Accountants jobs in Oregon are:
Accountants Trainee jobs near you
Infographic showing various Accountants Trainee job openings in Oregon as of July 2026, with employment types broken down into 1% Internship, 1% As Needed, 90% Full Time, 6% Part Time, 1% Contract, and 1% Nights. Highlights an 80% Physical, 10% Hybrid, and 10% Remote job distribution.

Financial Advisor Trainee

Raymond James Financial, Inc.

Bend, OR • On-site

$44K - $54K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Job Description Summary
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
  • Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
  • If hired as a team candidate, the team will provide the specific goals and expectations.
  • Meets production targets that impact overall company revenue goals.
  • Develops a book of business consistent with AMP program goals for assets under management and required production.
  • Provides a high level of client service.
  • Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
  • Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
  • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
  • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
  • Opens, transfers, and closes customer accounts.
  • Maintains appropriate account records while monitoring the customer's portfolio.
  • Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
  • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
  • Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
  • Stays abreast of investment products, industry rules and regulations, and financial planning.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Economic and accounting principles and practices.
  • Financial markets, banking, and financial data analysis and reporting.
  • Basic principles and methods for showing, promoting, and selling products or services.
  • Firm's working structure, policies, mission, strategies, and compliance guidelines.

Skill in
  • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
  • Identifying the needs of customers through effective questioning and listening techniques.

Ability to
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
  • Continuously learn investment products, industry rules and regulations, and financial planning.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
  • Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
  • Establish and maintain effective working relationships with clients and colleagues.
  • Persevere, handle rejection and show resilience during the prospecting and networking process.
  • Network in the community and effectively market him or herself and Raymond James.
  • Demonstrate persistence in the face of obstacles.
  • Accept criticism and deal calmly and effectively in high stress situations.

Education/Previous Experience
  • Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
  • Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
  • Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Education
Bachelor's, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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