Operations Support Specialist
$70k - $80kBoly:Welch
Responsibilities Utilize organizational skills and technical prowess as an Operations Support Specialist. Greet clients and guests, consult clients for template approval, and assist with scheduling appointments and general technological inquiries. File and scan documents, log and track checks and receipts, and open new accounts for clients. Complete general office maintenance, supply management, mail processing, and other special projects. Qualifications 1+ year of experience in the financial services and/or securities industries. 1+ year of Pershing or other custodial experience. 1+ year of administrative assistant experience. Proficiency with Microsoft 365. Strong communication skills, independent self‑starter, attention to detail, and compliance/security awareness. Salary: $70K-$80K Industry: Financial Services Location: On‑site, Lake Oswego Benefits 401(k) / Roth 401(k) with employer match Health and dental insurance (50% paid by employer) PTO and paid market holidays #J-18808-Ljbffr Boly:Welch
Vacancy posted 5 days ago
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