Financial Operations Specialist

Boly Welch; Lake Oswego (OR); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

PTO

Paid holidays

Job summary

Boly Welch is seeking a Financial Operations Specialist for an on-site role in Lake Oswego, OR. You will greet clients and guests, consult on template approvals, and assist with scheduling and technical inquiries.

If you have document management experience, file and scan documents, log checks/receipts, and open new client accounts, you’ll excel. We value independence and a detail-oriented, compliant mindset.

Qualifications

• 1+ years of experience in the financial services and/or securities industries.
• 1+ years of Pershing or other custodial experience.
• 1+ years of administrative assistant experience.
• Proficiency with Microsoft365.

Responsibilities

• Greet clients and guests with a professional, service-oriented approach.
• Consult clients for template approval and scheduling needs.
• Assist clients with scheduling appointments and general technical inquiries.
• File, scan and log checks/receipts and open new accounts for clients; manage documents.

Skills

Financial services experience

Pershing custodial experience

Administrative assistant experience

Microsoft365

Tools

Microsoft365

Job description

Job Number: 32495

Salary: $70K-$80K

Industry: Financial Services

Must Haves

• 1+ years of experience in the financial services and/or securities industries
• 1+ years of Pershing or other custodial experience
• 1+ years of administrative assistant experience
• Proficiency with Microsoft365

Your New Role

Utilize your stellar organizational skills and strong technical prowess as our client's next Financial Operations Specialist! In this role, you'll wield your commendable communication skills to greet clients and guests, consult clients for template approval, and assist clients with scheduling appointments and general technological inquiries. If you have any experience with document management, it may be your greatest asset as you file and scan documents, log and track checks and receipts, and open new accounts for clients. You may be requested to complete general office maintenance, supply management, mail processing, and other special projects.

The team is looking for an independent self-starter with a strict eye for detail, who is resourceful and has a high regard for compliance and security procedures. Does this sound like you?

This is an on-site role at our client's Lake Oswego location!

Your New Organization

Our client is a very close-knit team of financial services experts, known best for providing comfortable and professional environments for clients. Utilizing all of the resources available to them, they provide clients with an investment portfolio that remains compatible with their needs, goals, and risk tolerance.

Benefits include 401(k)/Roth 401(k) with employer match, health, and dental insurance (50% paid by employer), PTO, and paid market holidays.

Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client's team if they select you as the successful candidate for this role.

We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process.

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