This dynamic organization partners with wealth management firms in their commitment to superior customer service and progressive business practices. They are partnering with Boly:Welch to find an Operations Assistant to join their Portland team. As Operations Assistant, you’ll be proactively responding to a range of individualized client needs including: assisting with asset allocation strategies, performing and preparing market and investment research, executing trades, and more! Your in-depth knowledge and experience in domestic and international equity analysis, along with your incredible people skills and desire to help manage financial opportunities will help you excel!
This position requires a relaxed but poised demeanor as you interact with and present to industry professionals, analyzing their clients’ portfolios, and implement asset allocations with confidence and ease. You should have 3-5+ years of experience in a related finance role, as well as a relevant educational background. This is a phenomenal opportunity for a motivated candidate to join an organization with incredible benefits, paid parking, organizational stability and unlimited potential for advancement. To advance your successful career in finance, contact Boly:Welch today!
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