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Job Description Providing exceptional service to our clients starts with investing in exceptional people! If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from. A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. The Client Service Associate Role The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. Specific responsibilities include: • Prepare and process documentation related to client onboarding and maintenance:, • Open brokerage accounts, establish cashiering needs, set up online reporting access, • Update cost basis, track required minimum distributions, reconcile account information, • Send and receive documents to and from clients, their advisors, and investment custodians, • Log all activities in the firm's CRM in a timely and accurate manner., • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests, • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients., • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials., • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors., • May perform calendaring functions with both internal teams and external clients, prospects and COIs., • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management, • Customer service experience and the desire to provide superior client service in a team-oriented environment, • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months, • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint, • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus, • Experience with alternative investments is highly preferred, • Excellent communication skills, including writing business correspondence with proper grammar and punctuation, • Strong organizational skills and the ability to follow established processes consistently, • Strong prioritization skills and the ability to manage multiple tasks independently, • A Bachelor's degree is preferred Benefits: As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We offer a full benefits package that focuses on the growth, health, and wellness of our team members: • Pay: $65,000 - $75,000 (depending on qualifications) plus bonus potential, • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance, • 401(k): 100% company match up to 4% of your annual pay, • Stock: Opportunity to purchase equity and become an owner of the firm, • Paid Time Off: Starting at 16 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work, • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program, • Parking: Generous company contribution towards parking or transit pass, • Wellness reimbursement We strongly urge people from underrepresented groups to apply. Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Opportunity for advancement, • Paid time off Primary Roles and Responsibilities • Monitor job file status and job file audit status, • Maintain job file WIPs, • Monitor and ensure client requirements are followed, • Review and validate initial field documentation, • Create preliminary estimate, • Daily job file coordination, including preparing job file reports, performing job file backup, and completing job file audit process, • Maintain internal and external communications, • Complete and review job file documentation for final upload and the audit process, • Perform job close-out Necessary Experience and Skill Set A minimum two years of business experience Working knowledge of current business software technologies Superb customer service, administrative and verbal and written communication skills Experience in the commercial cleaning and restoration or insurance industry is desired Experience in writing estimates and the job file process Formal Education/Training High school diploma/GED Associates/bachelors degree preferred Physical and Work Environment Requirements • 2+ year(s) of administrative or office-related experience and business experience, • Experience in the commercial cleaning and restoration or insurance/service industry is desired, • Experience with writing estimates, job file processes, and quality assurance, a plus, • Outstanding written and verbal communication skills, including proper pronunciation and grammar, and a consistently courteous and professional tone of voice at all times, • Ability to remain calm and professional during tense or stressful situations, • Excellent organizational skills and strong attention to detail, • Very self-motivated and goal-oriented, • Capability to work in a fast-paced, team-oriented office environment, • Proficiency in Microsoft Office (i.e. Outlook, Word, Excel), • Ability to learn new software, including Xactimate and proprietary software, • Minimum of HSD/GED, Associates/bachelors degree preferred This is a full-time position working 7:00 a.m.4:00 p.m., Monday through Friday. This position may require longer hours and some flexibility in hours may be needed dependent upon the business needs

Job Description We believe in the power of remote work and make it a core part of our operations wherever we can. Our tax and audit teams succeed in a distributed environment, maintaining strong collaboration across distances. However, we are unable to offer remote work from Alaska, California, Colorado, or Nevada. Summer internship: June-August 2026 Some may think a job is just a job, but at Perkins & Co we believe in igniting possibilities by helping our employees develop careers that fulfill their ambitions. We hire great people and give them a great place to work. Our secret to keeping them around is a positive culture, strong community involvement and a dedication to getting better every day. Our interns are considered part of the Perkins & Co team and treated as such, including the opportunity to partake in our wellness activities, firm-wide celebrations and other Perkins Perks. An internship with Perkins & Co provides an excellent opportunity to roll up your sleeves and perform staff accountant level tax or audit & assurance (A&A) work, while getting to know the unique culture of our firm. With the support of your engagement teams and fellow interns, you will learn the basic processes of audit or tax work through the use of leading edge software and systems. You will leverage all the knowledge you've gained through school and receive comprehensive training provided by Perkins’ CPAs in order to effectively service our clients. Our interns will work in either the Tax Department, or the Audit Department. While that choice doesn’t have to be made at the time of submitting an application, we will want to get to know more about you and your preferences (if any) as you progress through the selection process. Compensation is $28.50 per hour (to be adjusted to market if necessary). Where do you want to go? Let’s Get There. You’re just starting your accounting journey and we recognize that your career is going to be as unique as you are. Our internship is designed to give you a realistic preview of the work you’ll perform in public accounting and set you up for success. You’ll receive comprehensive training and be treated like Staff Accountants during your time with us. You’ll benefit from individualized attention from managers and shareholders while you contribute to our collaborative environment that encourages all employees to learn from each other. Responsibilities An Intern at Perkins will perform a variety of tax or A&A work. In the tax department they may prepare federal and state tax returns for businesses and individuals, assist with income tax planning, research technical tax issues and assist with other business consulting projects. In the audit department they may prepare workpapers for a variety of financial statement engagements, provide analysis of account balances and documents findings and assist with other A&A projects. They work with clients in gaining an understanding of their business and they apply Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) in the preparation of workpapers. Interns will also perform research on technical accounting issues. An Intern utilizes a variety of accounting software programs and will develop some proficiency in the use of those programs. They will begin to develop working knowledge of internal workflow and procedures, as well as organize and coordinate their schedules with a variety of supervisors. They are responsible for understanding the rules governing Certified Public Accountants including the AICPA Professional Code of Ethics and complying with the company’s code of ethics, independence rules and quality control procedures. Qualifications • Must be working to obtain a Bachelor’s or Master's degree in Accounting or related field and obtaining 150 semester/225 quarter college credits to be eligible for the CPA Exam; anticipated graduation and CPA eligibility between December 2026 and August 2027 (flexibility to December 2027 for those targeting tax positions), • Working knowledge of basic office technology and software (MS Office Suite), • Must have high integrity and trustworthiness, • Ability to learn accounting specific software and research tools, • Must be goal oriented and have a desire to learn, • Possess strong aptitude for analytical, technical, and problem-solving work, • Professional communication skills (written and verbal), • Ability to work in a team-oriented environment, • The largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA., • 12th largest women-owned business in Oregon & Clark and Skamania counties, WA., • 3rd Most Diverse Accounting Firm in Portland Metro (Portland Business Journal), • Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated), • #1 Most Admired Accounting firm in Oregon & SW Washington. 16 years on Oregon’s Most Admired Companies list (Portland Business Journal), • America’s Best Tax and Accounting Firms (Forbes), • America’s Most Recommended Tax and Accounting Firms 2024 (USA Today), • We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing), • Best Accountant of Portland (Willamette Week reader’s poll) Does this sound like the right opportunity for you? If so, please submit your resume, cover letter and a copy of your unofficial transcripts for consideration. Note: the application form will not ask you for transcripts specifically. Please combine all documents into one PDF and submit that as your resume. Thank you! Deadline to apply: • Friday, October 10 at 5 PM PDT Questions or problems with the application? Email to . Perkins & Co is an Equal Opportunity Employer

Job DescriptionPosition: Staff Accountant – Accounts PayableLocation: SE Portland, ORJob Type: Full Time, Fully Onsite, Direct HireCompensation: $70,000 - $80,000/year DOEResponsibilities: • Manage high-volume, complex accounts payable processes from invoice receipt through payment, • Ensure accurate data entry and timely processing of vendor invoices, expense reports, and payment runs, • Reconcile AP accounts and resolve discrepancies with vendors and internal teams promptly, • Collaborate with cross-functional departments to support month-end close activities and audit readiness, • Assist with maintaining vendor records and handling vendor inquiries professionally, • Support process improvements to enhance efficiency and accuracy within the AP function, • Other accounting duties as assigned to help grow within the finance teamRequirements:, • 2-5+ years of experience in accounts payable, preferably in a high-volume or complex environment, • Bachelor’s degree in Accounting, Finance, or related field, or nearing completion of degree, • Excellent attention to detail and strong organizational skills, • Ability to manage multiple priorities and meet deadlines, • Proficient with accounting software and Microsoft Excel Pay Details: $70,000.00 to $80,000.00 per year Search managed by: Riley Newton Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Position Summary The Operations Support Manager is a hands-on leader responsible for managing the day-to-day functions of back-office operations that directly support member-facing teams. This role ensures timely, accurate, and seamless support in areas such as ACH, check processing, wires, card services, digital and mobile payments, deposit operations, and branch/internal service requests. Working closely with branch staff, contact center, and other front-line teams, this position ensures operational processes are efficient, compliant, and optimized for excellent member experience and operational efficiency. The ideal candidate brings a member-first mindset, deep operational knowledge, and a passion for leading high-performing support teams. What You'll Do: Operational Team Leadership · Lead and develop a team of operations professionals who support daily transaction processing and front-line team needs. · Foster a service-oriented culture focused on responsiveness, accuracy, and collaboration. · Provide coaching, feedback, and clear expectations to ensure individual and team success. Front-Line Support & Service Delivery · Serve as the primary point of escalation for operational issues impacting front-line staff and members. · Ensure timely resolution of inquiries, issues, and exceptions related to payments, deposit processing, and member transactions. · Partner with branch and contact center teams to troubleshoot and resolve operational challenges. Back-Office Operations Oversight · Oversee processing and support functions for ACH, check processing, wire transfers, card services, check processing, and mobile/digital payments. · Ensure operational tasks are completed accurately, within deadlines, and in line with service level agreements (SLAs). · Create and implement efficiencies with process improvements and/or digital tools and technology. · Support reconciliation processes, fraud monitoring, and exception handling workflows. Procedure & Documentation Management · Maintain and update internal procedures, job aids, and training materials used by both operations and front-line staff. · Ensure clear documentation is available to guide consistent, compliant handling of operational tasks. Compliance & Risk Awareness · Ensure that daily activities comply with applicable regulations (e.g., NACHA, Reg E, BSA) and internal policies. · Collaborate with compliance and risk teams to address findings, audit requests, and process gaps. Desired Qualifications: · Proven leadership and team development skills. · Exceptional service mindset with a focus on internal collaboration and member satisfaction. · Strong problem-solving and organizational abilities. · Effective communicator with both technical and non-technical audiences. · Comfortable with core banking systems, payment platforms, and Microsoft Office tools. Education, Experience, & Certifications: · High school diploma or equivalent required; college degree preferred. · 7+ years of experience in financial institution operations, with 3+ years in a leadership or supervisory role. · Strong understanding of credit union or banking operations, especially payment and deposit support functions. Physical Requirements: · Ability to perform repetitive motions and use keyboard and mouse for extended periods · Vision and hearing within normal range (or corrected) · Capability to lift, carry, push/pull objects up to 25 pounds in all directions · Ability to remain stationary, stand, or sit for extended periods and move about as needed · Occasional shift rotation and travel between branch locations may be required · Must pass credit and criminal background checks · Reliable transportation for occasional travel between branches Diversity, Equity, Inclusion, and Belonging: We value diversity and believe in fostering an inclusive workplace where all employees and members contribute to our success Equal Opportunity Employer: CCCU is an equal opportunity employer and does not discriminate based on race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information Accommodation: CCCU is committed to providing reasonable accommodation(s) for individuals with disabilities during the application process. Contact HR at for assistance. NOTICE: This job description in no way states or implies that these are the only tasks to be performed by the person occupying this position. You are required to follow any other instructions and to perform any other job-related duties. Requirements represent the minimum levels of knowledge, skills, and/or abilities. To perform in this position successfully, you will possess the skills and aptitudes to perform each task proficiently. Ability refers to possessing and applying both knowledge and skill. This position description excludes marginal or incidental functions that are secondary to primary duties. All requirements are essential for the role. This job description outlines the minimum qualifications required for the position. However, promotion and other employment decisions also depend on the Credit Union's needs, whether the employee is in good standing, demonstrates fully competent performance, and other non-discriminatory factors. All requirements are subject to possible adjustment to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to their own health and safety, or to the health and safety of others. This position description does not create an employment contract, implied or otherwise, other than an “at-will” employment relationship.

Job Description Senior Accountant Job Description Premier Pump & Power is a family-owned manufacturer of industrial pumps and energy solutions. We specialize in large, custom, portable pump packages, and our products are renowned for their performance, serviceability and built-in quality. We proudly serve thousands of customers from our global headquarters in Vancouver, Washington and our new manufacturing factory in Houston, Texas. We are seeking an experienced and detail-oriented Senior Accountant to lead our day-to-day accounting operations. This position is responsible for managing the monthly close process, financial reporting, account reconciliations, banking transactions, and internal controls. The ideal candidate has strong GAAP knowledge, experience in full cycle accounting, and thrives in a fast-paced environment. This position reports to the Controller. Responsibilities: • Oversee all day-to-day accounting operations, including general ledger, fixed assets, inventory, banking, and expense management, • Prepare and post journal entries, accruals, commissions, tax distributions, and recurring entries in a timely and accurate manner, • Reconcile all key accounts on a regular basis, including bank statements, subledgers, and balance sheet accounts, • Maintain and manage capital assets, leases, depreciation, and amortization schedules, • Work closely with AR & AP to ensure accurate and timely processing, • Prepare, review, and analyze financial statements and reports, ensuring accuracy and adherence to GAAP and internal policies, • Manage the month-end, quarter-end, and year-end close processes, including account reconciliations and subledger roll-forwards, • Prepare and file sales, excise, personal property, and other required tax filings; ensure timely payment of related liabilities, • Monitor and analyze key financial metrics and trends, including costs, revenues, and commitments; support forecasting, budgeting, and variance analysis, • Maintain and strengthen internal controls to ensure compliance and mitigate financial risk, • Collaborate cross-functionally with operations, sales, and leadership to align financials with business goals, • Support ERP (NetSuite) implementation and ongoing improvements; assist with system integrations and upgrades, • Coordinate with external auditors, banks, and tax advisors for reporting, audits, and compliance, • Lead accounting staff; provide back-up and cross-functional support as needed, • Perform other related duties and projects as assignedQualifications:, • Bachelor’s degree in Accounting, Finance, or related field (CPA preferred), • 5+ years of progressive accounting experience, • Solid understanding of GAAP and financial reporting requirements, • Experience with ERP systems (Quickbooks &/or NetSuite strongly preferred), • Strong Excel and analytical skills; ability to organize and interpret large data sets, • High attention to detail and ability to manage multiple priorities, • Excellent communication and leadership skills, • Manufacturing, distribution, or job-costing environment, • Exposure to inventory accounting, standard costing, and project-based accounting, • Familiarity with tax reporting, payroll accounting, and audit preparation. Our Benefits: • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k) company matches up to 4% of employee contributions, • Paid Time Off (Vacation, Sick & Holidays) Employment will be conditioned upon passing a pre-employment drug screen and a criminal background check. It is our policy to provide equal employment opportunities for all applicants. Premier Pump & Power makes reasonable accommodations for handicapped and disabled employees and does not unlawfully discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, handicap, veteran status, marital status, criminal history, or any other category protected by applicable federal and state law, including Washington State's Fair Chance Act relating to an applicant's criminal history.

Job Description Positions starting Fall 2026 Some may think a job is just a job, but at Perkins & Co we believe in igniting possibilities by helping our employees develop careers that fulfill their ambitions. We hire great people and give them a great place to work. Our secret to keeping them around is a positive culture, strong community involvement and a dedication to getting better every day. As part of the Perkins & Co team, you will enjoy robust training, exposure to a variety of industries, and the ability to develop an extensive network of professionals. We work hard here and we have fun along the way. Of course we provide competitive salary, good benefits, and plenty of perks, too. A staff accountant at Perkins & Co will choose to work in either the Tax, or Audit & Assurance (A&A) department performing a variety of work. In Tax, staff accountants will prepare federal and state tax returns for businesses and individuals, assist with income tax planning, research technical tax issues, and assist with other business consulting projects. In A&A, staff accountants prepare workpapers for a variety of financial statement engagements, provide analysis of account balances and documents findings, and assist with planning engagements. They work with clients in gaining an understanding of their business and apply Generally Accepted Auditing Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) in the preparation of workpapers. We are seeking someone who is passionate about providing excellent client service and developing relationships with coworkers. We want someone who is excited to kick-start their career. If you love accounting and want a place to thrive, we may have a home for you at Perkins & Co. Where do you want to go? Let’s Get There. You’re just starting your accounting journey and we recognize that your career is going to be as unique as you are. You’ll receive comprehensive training and support from a variety of high quality resources. There’s no one-size-fits-all formula; together, we’ll design the right development path for you. You’ll benefit from individualized attention from managers and shareholders while you contribute to our collaborative environment that encourages all employees to learn from each other. Responsibilities Client Management • Work closely with other Staff, Seniors, Managers, Senior Managers and Shareholders on completing different projects, • Perform research on technical issues, • Assist with other business consulting projects, • Maintain accurate time records and descriptions of work performed, • Review work prepared by the staff and seniors and provide constructive feedback to develop their personal and professional skills, • Understand and follow regulations of the AICPA Professional Code of Ethics, the company’s code of ethics, independence rules and quality control procedures, • Become proficient in a variety of accounting software programs, • Current student who will have graduated with a Bachelor’s or Master's degree in Accounting or related field and be CPA eligible before the hire date--November 2026 for A December 2026 for Tax., • Working knowledge of common office technology and software (MS Office Suite), • Must have high integrity and trustworthiness, • Ability to learn accounting specific software and research tools, • Must be goal-oriented and have a desire to learn, • Possess strong aptitude for analytical, technical work and problem solving, • Professional communication skills (written and verbal), • Must be able to effectively work on multiple concurrent projects, • Self-starter/independent worker who also collaborates effectively as part of a team, • Highly organized and strong attention to details, • Must have the ability to work under supervision, accepting and applying constructive criticism and coaching, • #1 Most Admired Accounting firm in Oregon & SW Washington. 16 years on Oregon's Most Admired Companies list (Portland Business Journal), • 3rd Most Diverse Accounting Firm in Portland Metro (Portland Business Journal), • Best of Accounting Diamond Award Winner for Exceptional Client Service (ClearlyRated), • Largest women-owned accounting firm in Oregon & Clark and Skamania counties, WA., • 12th largest women-owned business in Oregon & Clark and Skamania counties, WA., • America's Best Tax and Accounting Firms (Forbes), • America's Most Recommended Tax and Accounting Firms 2024 (USA Today), • Accounting Today's 2024 Firms to Watch & Regional Leader (PNW), • We AAM to Serve award for Corporate Philanthropic Efforts (Association for Accounting Marketing), • Semester Schedule Schools and Out of Area Candidates: Friday, September 26, at 5:00 PM PST Questions or problems with the application? Email to . Kenzie Farrington, Recruiter, will get back to you as soon as possible. Perkins & Co is an Equal Opportunity Employer Benefits Being a local firm gives us the advantage to do what our employees want. Being a great company takes more than just having a sleek office, fun events and wild parties, all of which we do have, coincidentally. Perkins & Co offers competitive salary, 401(k) profit sharing plan with immediate vesting of employer contributions, generous paid time off plan, incentive plan for sales leads, a comprehensive health and disability insurance package, and more! Please visit our website for more information () Ongoing training isn't just a benefit, it's a necessity. We provide comprehensive in-house, external and off-site training using a variety of high quality training resources, including BDO Alliance USA. Accounting isn't what it used to be. We truly believe that you don't have to work long hours to be successful.