• Direct-Hire
  • Portland, Oregon
  • This position has been filled


Job Number: 15274

Salary: $60K-$65K DOE

Industry: Financial Services

What Matters Most:

  • 2+ years of accounting experience
  • Excel proficiency required
  • QuickBooks and Bill.com experience preferred

Your New Role:
If you’re able to balance accuracy with efficiency and enjoy being a fundamental part of the workings of an office, this is your chance to join this employee-owned investment advising company as an Accounting Specialist! Your dynamic interpersonal skills and warm personality will thrive in this environment.

You’ll oversee accounts receivable and payable deposits, handle reconciliations, financial statement preparation, and interface with external clientele and vendors. Additionally, you’ll be responsible for year-end closing, journal entries, cash flow analysis, and asset tracking. A strong attention to detail and ability to dive into deep-focus tasks will empower your success.

This company is looking for a creative problem solver with client-facing expertise to help this newly created internal division skyrocket to success. Sound like you?

This is an in-office role with 30 remote days per year and scheduling flexibility.

Your New Organization:
This investment advisory firm has been providing financial guidance to high-net-worth individuals, families, and foundations for 47 years. They’re one of the largest registered investment advisers in the country and have a strong contingent of loyal customers who trust in their services.

The benefits package here is fantastic and includes an annual discretionary bonus, a profit-sharing contribution, medical, dental, vision, life, and disability insurance, as well as generous PTO. You’ll also enjoy perks like a cell phone allowance, a Costco membership, paid monthly parking or a public transportation pass, and education reimbursement.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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