Operations Support Specialist

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

Benefits offered by this job

401(k)/Roth 401(k) with employer match

Health insurance

Dental insurance (50% paid by employer

PTO

Paid market holidays

Job summary

Boly Welch in Lake Oswego, OR is seeking an Operations Support Specialist to join our client team. This on-site role emphasizes stellar organization, strong communication, and attention to detail while assisting clients with scheduling, template approvals, and inquiries.

The position supports document management, account openings, and routine office tasks in a regulated financial services environment, with benefits including 401(k)/Roth 401(k), health and dental insurance, PTO, and holidays.

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 professional communication.
• Consult clients for template approvals and schedule appointments.
• Assist clients with scheduling and general technology inquiries.
• Manage document handling, file and scan documents, log checks and receipts, open new accounts.
• Support office maintenance, supply management, and mail processing.

Skills

Financial services experience

Custodial experience

Administrative assistant experience

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 Operations Support 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!

Benefits

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