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Oregon Pacific Financial Advisors

Join a team where precision, professionalism, and client care matter.Oregon Pacific Financial Advisors is looking for a highly organized, detail-driven professional to join our team as a Retirement Plans Team (RPT) &amp; Supported Producer Program (SPP) Specialist.In this role, you will be a critical part of our retirement plan operations &mdash; helping keep paperwork, implementation steps, client communications, and internal workflows moving forward with accuracy, urgency, and care. This is an excellent opportunity for someone who thrives behind the scenes, loves creating order, and takes pride in getting important details right the first time.If you are dependable, proactive, service-minded, and energized by supporting a high-performing team in a fast-paced professional environment, we would love to hear from you.What You&rsquo;ll DoAs the RPT &amp; SPP Specialist, you will provide high-trust administrative and operational support to OPFA&rsquo;s Retirement Plans Team. Your work will help ensure a smooth, professional experience for clients, participants, and internal stakeholders.In this role, you will:<ul><li>Schedule enrollment meetings and coordinate participant and client communications</li><li>Prepare, process, and submit retirement plan paperwork accurately and on time</li><li>Track plan documentation and workflow status across internal systems and recordkeeper/custodian platforms</li><li>Maintain visibility into plan progress and provide timely updates to stakeholders</li><li>Support planning documentation, records maintenance, and digital file organization</li><li>Use CRM and financial-service tools such as LaserApp, DocuSign, eMoney, and related systems</li><li>Provide administrative support that strengthens day-to-day operations across the firm</li><li>Assist with scanning, filing, mail, calling, and related infrastructure support</li><li>Identify process improvement opportunities and help strengthen team execution over time</li></ul>What Success Looks LikeIn this position, success means:<ul><li>Retirement plan workflows stay organized, visible, and on track</li><li>Paperwork is completed accurately with minimal rework</li><li>Clients and participants receive timely, professional communication</li><li>Internal teams can rely on you for steady, responsive support</li><li>Systems and processes improve because you notice gaps and help solve them</li></ul>What We&rsquo;re Looking ForWe are seeking someone who combines administrative excellence with professionalism, follow-through, and strong judgment.Ideal candidates will bring:<ul><li>Strong organizational skills and the ability to manage multiple priorities</li><li>Exceptional attention to detail and documentation accuracy</li><li>Clear, courteous, and professional communication skills</li><li>A strong sense of accountability and ownership</li><li>Comfort working with sensitive information confidentially</li><li>Confidence using CRM systems, Microsoft Office, and digital workflow tools</li><li>The ability to work effectively across teams and keep open items moving to completion</li><li>A continuous improvement mindset and a willingness to learn and grow in a complex industry</li></ul>The Kind of Person Who Thrives HereThis role is a strong fit for someone who is:<ul><li>Knowledgeable and curious</li><li>Client-centered and empathetic</li><li>Dependable and accountable</li><li>Positive and solution-oriented</li><li>Driven by high standards</li><li>Resilient under pressure</li><li>Confident, humble, and coachable</li></ul>Qualifications<ul><li>Proven experience in financial sales or customer relationship management within the financial services industry.</li><li>Familiarity with securities law, financial concepts such as investment management, portfolio management, and cash management.</li><li>Demonstrated ability in financial analysis using various financial software tools; proficiency in research related to asset management or public accounting is a plus.</li><li>Excellent math skills with an aptitude for technical accounting principles and corporate accounting standards.</li><li>Effective communication skills to explain complex financial concepts clearly to clients and team members.</li><li>Bachelor&rsquo;s degree or higher in finance, accounting, economics or related field; professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous.</li></ul>Why Join OPFA?At OPFA, this role is more than administrative support &mdash; it is an essential contributor to the client experience, team reliability, and operational excellence of our retirement plans practice. If you enjoy creating structure, supporting meaningful client work, and being the person others trust to keep important details on track, this is a chance to build a valued career in a professional, service-driven environment.Apply TodayIf you are a detail-oriented professional who takes pride in accuracy, follow-through, and exceptional support, we encourage you to apply today. Join us in shaping the future of retirement planning by leveraging your expertise in financial services &mdash; empowering clients today for a secure tomorrow!Pay: From $18.00 per hourBenefits:<ul><li>401(k) matching</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Professional development assistance</li></ul>Application Question(s):<ul><li>This position requires a background check. Are you able to meet this requirement?</li></ul>Education:<ul><li>Associate (Required)</li></ul>Experience:<ul><li>Financial Administrative Service: 3 years (Required)</li></ul>Work Location: In person

Retirement Plans Team (RPT) & Supported Producer Program (SPP) Specialist

Oregon Pacific Financial Advisors | Downtown Medford, OR | In-PersonBe the first impression for a respected financial advisory firm and the steady, polished presence that keeps the office running smoothly. If you&rsquo;re the kind of person who genuinely enjoys helping others, takes pride in being organized, and can make clients feel instantly welcomed &mdash; you&rsquo;ll thrive here.Oregon Pacific Financial Advisors (OPFA) is a highly respected investment advisory firm in downtown Medford. We&rsquo;re looking for a professional, upbeat Receptionist team member to serve as the first point of contact for clients and to keep our advisors running smoothly.Why OPFA<ul><li>Join a stable, reputable firm with a strong community presence</li><li>Work with a team that values excellence, integrity, and follow-through</li><li>A role that blends people + organization (not just answering phones)</li></ul>OPFA Core Values<ul><li>KNOWLEDGEABLE: We are experts in our own craft. We study. We improve. We ask questions and stay curious. In a complex and constantly changing field like financial planning, our clients expect us to be sharp, and we take that responsibility seriously.</li><li>CARES ABOUT CLIENTS:This is not a transactional business. We lead with empathy. We listen, we advise, and we serve in the client's best interest at the center. Every interaction should reflect genuine care.</li><li>DEPENDABLE:We do what we say we'll do. Every time. Our word is our bond&mdash;to our clients, our teammates, and our partners. We show up, we follow through. Reliability builds trust, and trust is the way we measure our relationships.</li><li>CAN-DO POSITIVE ATTITUDE: We tackle challenges with optimism. We bring energy to the table, look for solutions, and stay above the line. Negativity, blame, or excuses don't move us forward; action and positivity do.</li><li>DRIVEN:We're ambitious. We set high standards for ourselves and each other. We are always reaching for the next level of service, results, and growth.</li><li>GRIT: We push through. We stay the course. When it's hard, when it's uncertain, when it would be easier to stop &mdash; we keep going. We take ownership, embrace the challenge, and finish strong.</li><li>HUMBLY CONFIDENT: We know what we're good at, and we don't need to boast. We also know we don't have all the answers. We're open to learning, feedback, and growth. We speak with confidence and act with humility.</li></ul>What You&rsquo;ll DoYou&rsquo;ll help create a smooth, welcoming, well-organized experience for clients and the team.Client Welcome &amp; Front Desk Excellence<ul><li>Greet clients and visitors with warmth and professionalism</li><li>Answer and direct calls promptly, courteously, and accurately</li><li>Maintain a calm, polished reception area and client-ready environment</li></ul>Scheduling &amp; Team Support<ul><li>Manage and coordinate advisor calendars and appointments</li><li>Use scheduling software to keep the day running efficiently</li><li>Communicate clearly with clients regarding scheduling needs and updates</li><li>Provide dependable administrative support (mail, scanning, filing, follow-up calls, etc.)</li></ul>Client Service Support (Accuracy Matters Here)<ul><li>Assist advisors with general client service needs and routine paperwork &mdash; done carefully and correctly</li><li>Communicate clearly with clients and internal team members; follow-up is a big part of success</li><li>Maintain confidentiality and a high standard of care with sensitive information</li></ul>What We&rsquo;re Looking ForYou&rsquo;re a strong fit if you&rsquo;re:<ul><li>Professional, friendly, and comfortable talking with clients</li><li>Organized and detail-oriented (you double-check your work and take ownership of tasks)</li><li>Calm under pressure and able to juggle competing priorities</li><li>Reliable &mdash; your team can count on you to follow through with excellence</li></ul>Experience / Education<ul><li>3+ year of related experience (or equivalent combination of education and experience)</li><li>Associate degree preferred</li><li>Prior admin/reception experience is important</li><li>Working knowledge of Microsoft Outlook/Office, scheduling software, and comfort learning custodian portals</li><li>Experience in a financial service, legal, accounting, or other professional office setting preferred</li></ul>Schedule, Pay, Benefits<ul><li>Full-time, in-person (Downtown Medford)</li><li>Monday&ndash;Friday | 8:00am&ndash;5:00pm (1-hour lunch)</li><li>Pay: From $17.00/hour (depending on experience)</li><li>Benefits include: 401(k) + match, health, dental, vision, paid time off</li></ul>Pre-Employment Requirement<ul><li>Employment is contingent upon successfully passing a background check and drug screen.</li></ul>How to ApplyIf you&rsquo;re sharp on details, confident with clients, and thrive in a polished environment, this role could be a great fit. Apply here on Indeed. If you&rsquo;re selected for next steps, we&rsquo;ll contact you to schedule a brief phone conversation.Job Type: Full-timePay: From $17.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Vision insurance</li></ul>Schedule:<ul><li>8 hour shift</li><li>Monday to Friday</li></ul>Education:<ul><li>Associate (Preferred)</li></ul>Experience:<ul><li>Administrative Assistants &amp; Receptionists: 3 years (Required)</li></ul>Work Location: In person

Receptionist/ Client Experience Coordinator

Join Oregon Pacific Financial Advisors and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Oregon Pacific Financial Advisors

About Company

Retirement Plans Team (RPT) & Supported Producer Program (SPP) Specialist

Receptionist/ Client Experience Coordinator