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Operations Support Staff
5285 S W Meadows Rd Lake Oswego, OR 97035 US
Job Description
Opening:Â Operations Support Staff
City: SWÂ Lake Oswego, OR
Pay:Â $24-28/hr DOE
Monday – Friday 8am-5pm
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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!
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Meet Your Recruiter
Preston Jewell
Operations Recruiter
I am Oregonian born and raised, who loves the outdoors and spent my youth exploring the woods surrounding my hometown. I try to focus my life now on helping people as much as I can and giving people resources to improve their lives themselves. My favorite thing about working at Opti is that we focus on doing our best to match our candidates and clients together in a way that will lead to long term success for both parties!