Operations Support

Job Number: 16010

Salary: $65K+ DOE

Industry: Financial Services

Must Haves:

• 1+ years of experience in wealth management and financial planning
• Proficiency in Microsoft Office, especially Excel
• Pershing and Redtail CRM experience preferred

Your New Role:
This local financial services firm is seeking an accomplished Operations Support professional to join their Lake Oswego office to ensure everything is running smoothly. In this role, you’ll utilize your operational experience to facilitate and maintain a fast-paced office.

Day-to-day you’ll wear many hats, including assisting with general office support, customer service, and account management. Your primary focus in this role will be opening and closing accounts, and general client services. This team will value your collaborative spirit and ability to make sound decisions and problem solve.

You’ll be essential in creating an engaging work environment that encourages staff to make the firm their long-term home, with ample support and opportunities for growth and development.

The role is 100% in-office.

Your New Organization:
This financial planning firm is dedicated to its three core tenants that set it apart from other companies in the industry: their approach, unique capabilities and focus on clients. Geared toward individuals and families, they know that investments are important, but always keep the clients’ hopes and dreams in clear view.

Benefits include paid time off, 401(k) with employer match, medical and dental insurance (50% paid by employer), and paid market holidays.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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