Government Portfolio Advisors · 23 hours ago
Administrative Assistant with Bookkeeping Experience
Portland, OR
Contract
Hybrid
Senior Level
5+ years expGovernment Portfolio Advisors (GPA) is a Registered Investment Advisory firm focused on fixed-income portfolio management for public entities. They are seeking an Administrative Assistant with Bookkeeping Experience to support their executives and ensure efficient business operations through various administrative tasks.
Financial Services
Responsibilities
Client invoicing: creating and sending recurring invoices, answering client invoice questions
Taxes and Licenses: managing quarterly tax payments, researching business licensing requirements for new clients, maintaining business licenses for existing clients
Vendor Management: maintaining vendor contracts and records, completing invoice payments, managing vendor correspondence
Schedule Management: managing the annual schedule of business tasks, reporting on status and ensuring completion
Supplies and Purchasing: handling the purchasing of office supplies and groceries
Proactive Communication:
Miscellaneous Tasks: help ensure the office and business run smoothly and efficiently by handling miscellaneous tasks you are assigned
QuickBooks reconciliation: reconcile invoice payments from clients, tax and business license payments, and vendor invoice payments
Qualification
Required
5+ years work experience as an administrative assistant and/or bookkeeper
Excellent organization, attention to detail, written and verbal communication skills. Possesses the ability to summarize data and information clearly and succinctly
Self-motivated, driven, and flexible to manage shifting priorities, with the ability to think and act strategically
Possesses a positive, solution-oriented attitude. Sees problems as opportunities to find solutions and improve processes
Demonstrates unwavering integrity and instills confidence in others
Strong working knowledge of QuickBooks, Salesforce, MS Office applications and other related technologies
Company
Government Portfolio Advisors
Government Portfolio Advisors (GPA) is a boutique, independent Registered Investment Advisory firm with headquarters in Portland, Oregon.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mitchell Henke
Chief Operating and Strategy Officer
Company data provided by crunchbase