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Financial Planning Assistant - Client-Focused
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-01
Listing for:
Resource Financial Planning, Inc.
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Resource Financial Planning, Inc. seeks a Financial Planning Assistant in Portland, Oregon. This position involves client service, scheduling, and data management in a small-team environment. The ideal candidate will have a Bachelor’s degree, strong organizational skills, and proficiency in Microsoft Office. This role provides opportunities for growth and development.
The compensation package includes a starting salary of $26.50-$33/hour, retirement benefits, paid holidays, and onsite amenities such as gym access and lunch provisions.
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