"Alerted.org

Administrative Assistant — Investment & Lending Support

Make a difference for members every day.

Join a collaborative team that supports our Investment Services program and Consumer Lending partners. You’ll be the go‑to administrative pro who keeps member service moving, processes running smoothly, and compliance standards on track—so advisors and lenders can focus on delivering exceptional financial guidance.

What you’ll do

+ Support member service & sales: Handle inbound/outbound calls, prepare account paperwork, coordinate servicing, and resolve issues with care and professionalism.

+ Own CRM discipline: Monitor referral workflows, SLAs, dashboards, and reporting; help the team stay data‑driven and responsive.

+ Partner with Lending: Coordinate stock‑secured loan collateral account opening, servicing, and maintenance in partnership with Consumer Lending teams.

+ Keep us audit‑ready: Maintain organized files and records aligned to regulatory requirements (FINRA, OSJ, and insurance agency standards).

+ Find better ways: Spot process and workflow improvements and help implement them.

What you’ll bring

+ Education: High school diploma (or equivalent).

+ Experience: 1+ year in administrative support, call center, or retail branch operations—ideally with exposure to insurance, investment, and traditional credit union products; experience supporting an investment team is a plus.

+ Organizational strength: Ability to prioritize multiple activities under tight deadlines; meticulous follow‑through.

+ Data & presentation skills: Comfortable preparing reports and charts for leaders and clients.

+ Professional integrity: Proven ability to handle sensitive documents with discretion.

+ Tech fluency: Familiarity with CRM tools (e.g., Salesforce or Microsoft Dynamics) and solid Microsoft Office skills.

+ Industry awareness: Broad knowledge of credit union operations, products, and regulatory context.

Why you’ll love it here

+ Member impact: Your work directly supports people’s financial goals and peace of mind.

+ Team culture: Helpful peers, approachable leaders, and a service‑first mindset.

+ Growth: Build skills in investment services, lending operations, compliance, and CRM analytics.

+ Competitive rewards: Compensation and benefits designed to support your overall wellbeing (details provided during the interview process).

Job Type & Location

This is a Contract position based out of Hillsboro, OR.

Pay and Benefits

The pay range for this position is $22.00 - $25.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Hillsboro,OR.

Application Deadline

This position is anticipated to close on Jan 16, 2026.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.