Operations Specialist

Samara Capital a fast growing wealth management firm that is dedicated to helping clients achieve their unique financial goals by focusing on long-term investment strategies. We prioritize delivering personalized portfolios that are tailored to meet individual needs and provide security for the future. Role Description We are looking for someone who would run our client service operations. This is a full-time, mostly on-site role located in the Portland, Oregon Metropolitan Area. We want someone in the office at least 4 days a week. The Operations Specialist will be responsible for managing and streamlining operational processes, handling day-to-day project coordination, and supporting sales teams with effective operation strategies. Additional responsibilities include wearing different hats as the firm grows, collaborating with internal members to achieve organizational goals, and ensuring a seamless client experience. Qualifications Strong and Proactive Analytical and Problem-Solving Skills Excellent Verbal and Written Communication Skills Proficiency in Sales and Relationship Building 2-5 years Experience in Operations Management and Streamlining Processes Skill in Project Management for coordinating and delivering projects on time Attention to detail, organizational skills, and a client-first mindset Proficiency in using operational and scheduling tools or software Bachelor's degree in Business Administration, Management, or a related field is preferred Career growth into Financial Planning We offer a defined growth track from client service and operations into financial planning and advisory work, supported by mentorship from experienced advisors and ongoing professional development. Competitive Compensation Discretionary annual bonus opportunity 401(k) with company match Paid time off (PTO) Paid holidays A Team That Values You Join a collaborative, supportive environment where your contributions are recognized, your growth is encouraged, and your work has a meaningful impact on clients' lives. If you're looking for an opportunity to grow with a firm that invests in its people and values long-term career development, we'd love to hear from you #J-18808-Ljbffr Samara Capital - Portland