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Operations Support Staff

Lake Oswego, OR 97035

Industry: Operations/Administrative Job Number: 80062

Job Description

Opening: Operations Support Staff
City: SW Lake Oswego, OR
Pay: $24-28/hr DOE
Monday – Friday 8am-5pm
Who We Are:
A fast-paced, HIGHLY PROFESSIONAL financial investment & planning firm is looking for a rock-star Operations Support Assistant to join their team.

What You’ll Do:
Your duties will include, but not be limited to, the following: phones, emails, greeting clients, scheduling meetings, research, filing (paper and electronic), paperwork processing support (IRA distributions, new account paperwork), processing mail (sorting, prepping, sending, etc.), office maintenance (dishes, tidy lobby, water plants, etc.).

What’s In It for You:
Work with a locally owned fiduciary firm that puts clients first!
Great opportunity to learn and grow in the Financial Services industry!
Pay scale depending on experience $24-28/hr!
Company provided benefits!
Opportunity to promote from within!

What You Need to Have:

The Musts:
Experience in the Financial Services Industry and/or familiar with finance (bought a house, car, or invest your own money and understand the fundamentals)
Strong ability to multi-task
Highly professional appearance and demeanor – you will be the 1st impression of the office!
Great communication skills (written and verbal sentence structure/grammar)
Ownership mentality
Works well autonomously
Understanding of a highly regulated industry with confidentiality concerns

The ideal candidate will thrive in a fast-paced environment and be able to take direction, adapt and problem solve to whatever situation is thrown their way. Someone who is looking for a long-term position with a company who will invest in your growth and success.

Next Steps:
Submit your resume or call Preston at 971-246-8428 or Amber at 503-594-2000 to schedule a time to chat!

Meet Your Recruiter

Preston Jewell

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