Operations Associate
Investments // Wealth Management // Great Company Culture // Apply Now!
- Portland, OR
- $60,000 - $120,000
- Managed by Jobot Pro: Megan Bastian
A bit about us:
Wealth Management Company with 150 million AUM is looking to add an Operations Associate to their growing team. They are a relatively new firm so there are a TON of growth opportunities here. The ideal candidate will have a Series 65 License (not a requirement!), and at least 3 + years of experience working in the financial industry on the operational side. This position is 100% on-site in Portland, OR.
For more information please contact megan.bastian@jobot.com
For more information please contact megan.bastian@jobot.com
Why join us?
Benefits:
Excellent Comprehensive Benefits
Competitive Salary
401k + Match 3 %
Start up with tons of growth potential
Bonuses
Secured, FREE, Parking Garage
Beautiful office! Right on the water
Excellent Comprehensive Benefits
Competitive Salary
401k + Match 3 %
Start up with tons of growth potential
Bonuses
Secured, FREE, Parking Garage
Beautiful office! Right on the water
Job Details
Requirements:
- 3 + years of Operational experience working in the Financial industry (RIA, Wealth Management Group, etc.)
- Previous experience with pulling reports for SEC audits (knowing what to pull)
- Willing to work 100% on-site
- Series 65 (not required)
- Experience with Orion, Redtail, or Schwab Advisor Center
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
Portland, OR
Job Type
Permanent
Compensation
$60,000 - $120,000