Boly:Welch
Job Information
Job Number:
31900
Salary:
$70K-$80K
Industry:
Financial Services
Location:
Lake Oswego, OR
Required Experience
1+ years in the financial services and/or securities industries
1+ years of Pershing or other custodial experience
1+ years of administrative assistant experience
Proficiency with Microsoft365
Responsibilities
Greet clients and guests, consult clients for template approval.
Assist clients 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 as requested.
Key Qualifications Independent self-starter with a strict eye for detail, resourceful, high regard for compliance and security procedures.
Benefits 401(k)/Roth 401(k) with employer match, health and dental insurance (50% paid by employer), PTO, paid market holidays.
Application Information Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
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31900
Salary:
$70K-$80K
Industry:
Financial Services
Location:
Lake Oswego, OR
Required Experience
1+ years in the financial services and/or securities industries
1+ years of Pershing or other custodial experience
1+ years of administrative assistant experience
Proficiency with Microsoft365
Responsibilities
Greet clients and guests, consult clients for template approval.
Assist clients 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 as requested.
Key Qualifications Independent self-starter with a strict eye for detail, resourceful, high regard for compliance and security procedures.
Benefits 401(k)/Roth 401(k) with employer match, health and dental insurance (50% paid by employer), PTO, paid market holidays.
Application Information Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.
#J-18808-Ljbffr