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Expense Management Associate Jobs (NOW HIRING)

Sun RV Resorts

Asset Management Associate

Southfield, MI · On-site

$15.25 - $20.25/hr

Overview The Asset Management Associate will support the financial and operational performance of a ... Coordinate with Utility Management on expense performance, conservation initiatives, and supporting ...

Sun, Inc.

Asset Management Associate

Southfield, MI · On-site

$15.25 - $20.25/hr

Overview The Asset Management Associate will support the financial and operational performance of a ... Coordinate with Utility Management on expense performance, conservation initiatives, and supporting ...

Sun Communities, Inc.

Asset Management Associate

Southfield, MI · On-site

$15.25 - $20.25/hr

Overview The Asset Management Associate will support the financial and operational performance of a ... Coordinate with Utility Management on expense performance, conservation initiatives, and supporting ...

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Expense Management Associate information

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$25K

$49.5K

$81K

How much do expense management associate jobs pay per year?

As of Sep 14, 2026, the average yearly pay for expense management associate in the United States is $49,476.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $56,500.00 per year, depending on experience, location, and employer.

What does an expense management associate do?

An Expense Management Associate is responsible for overseeing and processing company expenses to ensure they are accurate, legitimate, and comply with organizational policies. Their duties typically include reviewing employee expense reports, reconciling receipts, identifying discrepancies, and assisting with audits. They also provide support to employees regarding expense procedures and help implement best practices to control costs. The role requires attention to detail, understanding of financial systems, and strong communication skills.

What are the key skills and qualifications needed to thrive as an expense management associate?

To thrive as an Expense Management Associate, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a relevant degree. Familiarity with expense management software (such as Concur or SAP), spreadsheet tools like Excel, and compliance procedures is typically required. Excellent organizational skills, effective communication, and the ability to handle confidential information set top performers apart. These capabilities ensure accurate expense processing, compliance with company policies, and smooth financial operations.

What are some common challenges faced by expense management associates when working with global teams?

Expense Management Associates often coordinate with colleagues and vendors across different countries, which can introduce challenges such as navigating varying expense policies, dealing with multiple currencies, and managing time zone differences. Clear communication and a strong understanding of international compliance requirements are essential to ensure accurate and timely processing of expenses. Building effective relationships with global team members helps streamline approvals and resolve discrepancies efficiently.

What cities are hiring for Expense Management Associate jobs?

Cities with the most Expense Management Associate job openings:

What are the most commonly searched types of Expense Management jobs?

The most popular types of Expense Management jobs are:

What states have the most Expense Management Associate jobs?

States with the most job openings for Expense Management Associate jobs include:

What are popular job titles related to Expense Management Associate jobs?

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Infographic showing various Expense Management Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $49,476 per year, or $23.8 per hour.

Senior Wealth Management Associate

Portland, OR • Hybrid

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

$100K - $120K/yr

Full-time

Re-posted 5 days ago

Job description

If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.

This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.

Specific responsibilities include:

  • Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
  • Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
  • Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
  • Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
  • Coordinate, manage and delegate workflow to the team's Client Service Associates
  • Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
  • Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts

  • 5+ years of progressively responsible experience in the wealth management industry (preferably at an RIA)
  • Series 65 license (or willingness to obtain it within 12 months at Coldstream's expense)
  • Financial Paraplanner Qualified Professional (FPQP) designation - or completion of the first module of the CFP designation (or willingness to obtain one of them within 12 months at Coldstream's expense)
  • A Bachelor's degree
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac is a plus
  • Exceptional communication, relationship building, and organizational skills
  • Demonstrated ability to delegate, think critically, solve problems, and manage a busy workload