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Financial Operations Associate Jobs in Portland, OR

TEKsystems

Banking Operations Associate

Hillsboro, OR

$23 - $27/hr

Join a dynamic banking operations team where you'll play a vital role in ensuring complex financial ... Escalate complex situations and potential concerns to Associates or leadership when appropriate.

TEKsystems

Banking Operations Associate

Hillsboro, OR · On-site

$23 - $27/hr

Join a dynamic banking operations team where you'll play a vital role in ensuring complex financial ... Escalate complex situations and potential concerns to Associates or leadership when appropriate.

PeaceHealth

IT Operations Coordinator

Vancouver, WA · Hybrid

$23.74 - $35.62/hr

Description PeaceHealth is seeking a Hybrid IT Operations Coordinator for a Full Time, 1.00 FTE ... Associate Degree Required: in related field such as Finance, Accounting, Business Administration

PeaceHealth

IT Operations Coordinator

Vancouver, WA · On-site

$23.74 - $35.62/hr

PeaceHealth is seeking a Hybrid IT Operations Coordinator for a Full Time, 1.00 FTE, Day position ... Associate Degree Required: in related field such as Finance, Accounting, Business Administration

Penske

Operations Coordinator

Portland, OR · On-site

$23/hr

Financial Operations • Oversight of accounts receivable process and maintain local collection ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

Penske

Operations Coordinator

Portland, OR

$23/hr

Financial Operations Oversight of accounts receivable process and maintain local collection ... With headquarters in Reading, PA, Penske and its associates are driven by a dedication to ...

Penske

Operations Coordinator

Portland, OR

$23/hr

Financial Operations Oversight of accounts receivable process and maintain local collection ... With headquarters in Reading, PA, Penske and its associates are driven by a dedication to ...

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Financial Operations Associate information

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How much do financial operations associate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for financial operations associate in Portland, OR is $27.84, according to ZipRecruiter salary data. Most workers in this role earn between $18.89 and $32.12 per hour, depending on experience, location, and employer.

What is a financial operations associate?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

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

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

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

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

Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $57,909 per year, or $27.8 per hour.

Investment Operations Associate (wealth management)

Portland, OR • On-site

The Vested Network
See more jobs at The Vested Networkexternal

$55K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

Position Title:                   Investment Operations Associate

Position:                             Onsite - Portland Office

Employment Type:         Full Time

Hours:                                Monday-Friday; 8am-5pm PST


The Opportunity: As an Investment Operations Associate at Cascadia Wealth Advisors, you’ll play a hands-on role executing trades across client portfolios while supporting a high-quality client experience. This position blends trading responsibilities with core client service tasks, including onboarding, account maintenance, and money movement. You’ll work closely with Advisors and the client service team to ensure all activity is accurate, timely, and aligned with client goals.


About Us: Cascadia Wealth Advisors was founded with a deep-rooted passion for community and empowering individuals to achieve their financial aspirations. Based in Portland, Oregon, we are dedicated to delivering personalized service, fostering genuine relationships, and providing meaningful financial guidance. Our team takes pride in supporting and recognizing outstanding members who contribute to our growing enterprise.


Key Responsibilities:

  • Execute trades across portfolios (mutual funds, ETFs, individual securities, alternatives) ensuring all trades are accurate, timely, and aligned with client portfolios and firm strategy
  • Facilitate the onboarding of investment clients by coordinating the new account opening process from beginning to end, including the collection of necessary documentation, and liaising with broker dealer, Wealth Advisors, and clients to ensure accurate setup of investment accounts.
  • Assist with client service items like beneficiary distributions and settling estates.
  • Handle routine maintenance like name or address changes and bank authorizations.
  • Execute money movement and asset transfers as directed including client deposits, rollovers, withdrawals, and internal transfers while adhering to regulatory requirements and internal policies, utilizing security trading platforms such as Pershing (NetX360) and National Financial (Wealthscape).
  • Monitor asset transfers and ensure completion
  • Maintain client information and notes in Redtail (CRM).
  • Contribute to the development and enhancement of operational processes and procedures.
  • Other duties as assigned.


Qualifications:

  • Minimum of 2 years of trading, operations, financial planning, client service, or related experience in wealth management.
  • Familiarity with security trading platforms such as Pershing and National Financial preferred 
  • Familiarity with RedTail and Right Capital is a plus.
  • FINRA Series 7 preferred but not required
  • Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
  • Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
  • Proficiency in computer applications such as Adobe Acrobat Pro, CRM systems, and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
  • Strong work ethic, punctuality, dependability, and professionalism
  • Collaboration skills and the ability to thrive in a team-oriented culture.
  • Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
  • Outstanding interpersonal, written, phone, and email communication skills.


Compensation: $55,000-$85,000


Position Details:

  • Benefit Eligible: Group health, vision dental plans, 401k retirement with employer contribution, Paid vacation, sick, and holiday hours
  • Opportunities for professional growth and development
  • A supportive and inclusive work environment where your contributions are valued.

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