Operations Assistant | 38510

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Salary: $60K+ DOE

Financial Services Talent Acquisition


Financial Services

What Matters Most:

  • 3-5+ years in the Financial Services industry
  • Proficiency in MS Office
  • Bachelor’s degree in related study required

Job Description

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!

If this position caught your eye, send your current resume and cover letter to financial@bolywelch.com
Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.