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Finance Associate Jobs in Portland, OR (NOW HIRING)

Allworth Financial

Service Associate

Vancouver, WA

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...

TEKsystems

Regulatory Associate - Financial/Banking

Beaverton, OR · On-site

$23 - $27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... Associate Location: Hillsboro, OR (Onsite) Pay: $23-$27/hr Schedule: Monday-Friday, between 8:00 AM-6:00 PM Duration: 1-Year Contract-to-Hire Potential Join a well-established financial services ...

Standish Management

Associate

Portland, OR

Standish Management is looking for associates to join our fund administration team. With guidance ... Data entry of financial and client information into recordkeeping system * Serve as an essential ...

TRC Talent Solutions

Service Associate

Vancouver, WA

$60K - $68K/yr

Vancouver, WA Allworth Financial is an independent investment financial advisory firm that ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Fisher Commercial Management

Be Seen First

Payroll Associate

Portland, OR · On-site

$22 - $24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... and finance teams to maintain strict compliance with regulatory standards. Responsibilities ... Proven experience as a Payroll Associate, Payroll Specialist, or Payroll Administrator * Strong ...

Standish Management

Associate

Portland, OR · On-site

Standish Management is looking for associates to join our fund administration team. With guidance ... Data entry of financial and client information into recordkeeping system * Serve as an essential ...

Compass Group

Accounting Associate- Tigard, OR

Tigard, OR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary The Accounting Associate supports the Financial Division by ensuring accurate, timely processing of accounts receivable while delivering strong, service-oriented support to internal and ...

Compass Group

Accounting Associate- Tigard, OR

Tigard, OR · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary The Accounting Associate supports the Financial Division by ensuring accurate, timely processing of accounts receivable while delivering strong, service-oriented support to internal and ...

Compass Group

Accounting Associate- Tigard, OR

Tigard, OR · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary The Accounting Associate supports the Financial Division by ensuring accurate, timely processing of accounts receivable while delivering strong, service-oriented support to internal and ...

Canteen

Accounting Associate- Tigard, OR

Portland, OR · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Summary The Accounting Associate supports the Financial Division by ensuring accurate, timely processing of accounts receivable while delivering strong, service-oriented support to internal and ...

ACE Cash Express-Reid

Sales Associate

Portland, OR

$16.80 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

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All JobsFinance Associate JobsFinance Associate Jobs in Portland, OR

Finance Associate information

See Portland, OR salary details

$32.3K

$74.6K

$146.3K

How much do finance associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for finance associate in Portland, OR is $74,628.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $81,700.00 per year, depending on experience, location, and employer.

What is a finance associate?

A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.

What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?

To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.

What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?

Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.
More about Finance Associate jobs

What are the most commonly searched types of Finance jobs in Portland, OR?

The most popular types of Finance jobs in Portland, OR are:

What are popular job titles related to Finance Associate jobs in Portland, OR?

For Finance Associate jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Finance Associate jobs in Portland, OR look for?

The top searched job categories for Finance Associate jobs in Portland, OR are:

What cities near Portland, OR are hiring for Finance Associate jobs?

Cities near Portland, OR with the most Finance Associate job openings:

Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,628 per year, or $35.9 per hour.

Service Associate

Allworth Financial

Vancouver, WA

$60K - $68K/yr

Full-time

Re-posted 13 days ago

Job description

SUMMARY:

Our Service Team consistently strives for service excellence. Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction.

This is a full-time, non-exempt role based out of Vancouver, WA. This candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000-$68,000 per year. We also provide generous benefits to all our full-time employees.


DUTIES AND RESPONSIBILITIES

  • Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
  • Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
  • Process client requests, including transactions and paperwork, in line with firm policies and procedures.
  • Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
  • Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
  • Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
  • Provide notary services for client transactions as required.
  • Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.

QUALIFICATIONS

  • 2-5 years of experience in a client-facing administrative role within the financial services or related industry.
  • BS/BA degree preferred; high school diploma or GED required.
  • Strong communication skills with the ability to establish rapport with clients and colleagues.
  • Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).
  • Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.
  • Strong attention to detail and accuracy in handling client records and transaction-related documents.
  • Ability to multitask and manage competing priorities in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook). 

PHYSICAL REQUIREMENTS

  • Works in an office environment
  • Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
  • Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
  • Occasionally move about inside the office to access file cabinets, office equipment, etc.
  • May carry or lift weight up to 10 lbs. in very limited occurrences

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