M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Private Placement Ops Associate to join our team.

The Private Placement Operations Associate will be responsible for operational administrative support. This will include creating private placement materials, management of Member Firm portal, assisting operations with fund management & administration, salesforce reporting management, produce training materials, and communications.

RESPONSIBILITIES

• Support the team with PPLI content creation, brochure updates and Member Firm educational materials
• Collecting and organizing information from various sources like computer data and sales histories
• Support the team’s efforts by handling, filing and updating frequently used folders, materials for New Business
• Maintain and Track new and old funds using Salesforce
• Upload all new factsheets monthly and quarterly to Member Firm Portal
• Maintain fund list options from carriers and upload to site
• Maintain and follow up with carriers on when fund prices will be loaded
• Maintain and confirm prices are loaded for correct month using daily fund pricing file
• Monitor internal and external requests for accuracy and timeliness
• Periodically draft professional correspondence to vendors, fund managers and administrators, Member Firms, insurance carriers, and internal teams
• Assist with invoicing and budget items
• Assist with additional projects and duties as assigned

QUALIFICATIONS

• Bachelor's degree or equivalent combination of education and experience
• Experience with Salesforce or other CRM system a plus
• Excellent written and verbal communication skills
• Proactive qualities with the willingness to learn
• Accuracy and attention to detail are critical for success
• Strong interpersonal skills to effectively communicate and build relationships with team members
• Able to work, both independently as well as a member of a team
• Working knowledge of Microsoft Office Suite

JOB CONDITIONS AND ENVIRONMENT

• In Portland, Hybrid work environment offering a blend of virtual/work from home and onsite days designed to support flexibility. In Dallas, will be temporarily remote, moving to fully onsite with new building location coming soon.
• Hybrid work environment in Portland, OR offering a blend of virtual/work from home and onsite days designed to support flexibility
• Normal office environment/desk assignment
• Extensive use of PC’s, computer terminal, display, keyboard, and mouse
• Extensive hands-on work with documents, spreadsheets, and other written documents

COMPENSATION AND BENEFITS

Base Hourly Range: $21.70 - $29.80
Salary will be commensurate with relevant experience, knowledge, and skills.
You will also be eligible for an annual incentive plan bonus.

M Financial offers a comprehensive benefits package, including: 

• Medical/Vision Insurance
• Dental Insurance
• Short-Term and Long-Term Disability Insurance
• Life Insurance
• Modern Health (Mental Health Therapy and Coaching)
• Empathy (Bereavement Support)
• Employee Assistance Program
• Life Insurance
• FSA (Health and Dependent Care)
• HSA (for qualified medical plan)
• Long-Term Care Insurance
• 401(k) Match
• Tuition Assistance

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.