Assistant Manager - Financial Services Growth in Portland

Meridian Summit Partners; Portland (OR); On-site; USD 35,000 - 49,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Tuition reimbursement

Access to online courses

Job summary

Meridian Summit Partners, a financial services firm in Portland, OR, seeks an Assistant Manager for a full-time role. You will assist in operations, manage client relationships, and coordinate financial tasks, helping drive growth and compliance.

The position emphasizes collaboration in a modern Portland office, with opportunities for professional development and performance-based bonuses. A BA/BS in finance or related field is preferred, plus 2 years of experience.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Minimum 2 years of experience in financial services.
• Strong communication and organizational skills.
• Proficiency in Microsoft Office, especially Excel and Outlook.
• Knowledge of financial software and tools is a plus.

Responsibilities

• Assist in managing daily operations and ensuring smooth workflow.
• Support the team in achieving sales and revenue targets.
• Coordinate with clients to understand their needs and provide tailored solutions.
• Maintain accurate records and reports for internal and external stakeholders.
• Assist in training and mentoring new hires.
• Participate in team meetings and contribute to strategic planning.
• Handle administrative tasks and provide general support to the management team.
• Bachelor's degree in Business Administration, Finance, or a related field.
• Minimum of 2 years of experience in a similar role within the financial services industry.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite, particularly Excel and Outlook.
• Knowledge of financial software and tools is a plus.

Skills

Client management

Financial analysis

Communication

Organizational skills

MS Office

Time management

Training new hires

Team collaboration

Recordkeeping

Financial software knowledge

Education

Bachelor's degree in finance or related field

Tools

Microsoft Office Suite (Excel, Outlook)

Financial software

Job description

Meridian Summit Partners, a financial services firm in Portland, OR, seeks an Assistant Manager for a full-time role. You will assist in operations, manage client relationships, and coordinate financial tasks, helping drive growth and compliance.

The position emphasizes collaboration in a modern Portland office, with opportunities for professional development and performance-based bonuses. A BA/BS in finance or related field is preferred, plus 2 years of experience.