Wealth Operations Associate: Trade & Client Services

The Vested Network; Portland (OR); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Group health

Vision and dental plans

401k with employer contribution

Paid vacation, sick, and holidays

Job summary

Cascadia Wealth Advisors in Portland, Oregon seeks an Investment Operations Associate to execute trades across client portfolios and support a high-quality client experience onsite. You will manage onboarding, account maintenance, money movement, and routine maintenance while coordinating with Advisors and the client service team to keep activity accurate, timely, and aligned with client goals.

This full-time role offers growth in a collaborative, values-driven environment with opportunities for

Qualifications

• Minimum of 2 years of trading, operations, financial planning, client service, or related experience in wealth management.
• Familiarity with Pershing and National Financial platforms preferred.
• Experience with RedTail and Right Capital is a plus.
• Ability to work independently with strong self-direction and multitasking.
• Excellent organizational and communication skills with attention to detail.

Responsibilities

• Execute trades across portfolios (mutual funds, ETFs, securities, alternatives) accurately and timely.
• Coordinate new client onboarding and account setup from start to finish.
• Assist with client service items like distributions and estate settlements.
• Handle name/address changes and bank authorizations.
• Execute money movement and asset transfers while adhering to regulatory standards.
• Maintain client information in the CRM and support process improvements.

Skills

Trading experience

Operations

Client service

Wealth management

Tools

Pershing NetX360

National Financial Wealthscape

Redtail CRM

Right Capital

Adobe Acrobat Pro

Microsoft Office

Job description

Cascadia Wealth Advisors in Portland, Oregon seeks an Investment Operations Associate to execute trades across client portfolios and support a high-quality client experience onsite. You will manage onboarding, account maintenance, money movement, and routine maintenance while coordinating with Advisors and the client service team to keep activity accurate, timely, and aligned with client goals.

This full-time role offers growth in a collaborative, values-driven environment with opportunities for