Operations Associate at Jobot
Portland, OR 97239
About the Job
Investments // Wealth Management // Great Company Culture // Apply Now!
This Jobot Job is hosted by: Megan Bastian
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $60,000 - $120,000 per year
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 https://apply.jobot.com/jobs/operations-associate/1617003257/?utm_source=Monster
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
Job Details
Requirements:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Megan Bastian
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $60,000 - $120,000 per year
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 https://apply.jobot.com/jobs/operations-associate/1617003257/?utm_source=Monster
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
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
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
60,000 - 120,000 /year