Operations Associate

Boly:Welch | Portland, OR

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Posted Date 1/10/2022

Job number: 12470

Salary: $60K-$70K DOE

Industry: Financial Services

What Matters Most:

  • 2+ years of experience in the investment industry or related field
  • Proficiency Microsoft Office required
  • Experience with portfolio management system strongly preferred
  • Bachelor’s degree preferred; Equivalent work experience accepted in lieu of a degree

Your New Role:

Here’s your chance to join a growing financial planning firm as their Operations Associate! In this role, you’ll help clients build and customize their portfolios working closely with the implementation and client services teams. You’ll coordinate client paperwork for launch folders and create customized reports for clients. In addition, you’ll handle the analytics and manipulate data, handle trade and account reconciliations, and perform data entry and tracking for onboarding. This team is seeking someone who is detail-oriented, flexible with their workload, and has exceptional analytical skills to handle daily operations. You’ll have the opportunity to determine your own career path as there are many directions to go within this team.

Your New Organization:

This thriving Fintech startup offers financial advising resources to a huge range of companies nationwide. Though they’re a newer firm, they’ve got 100+ years of combined experience. They’re proud of their creative, high-energy, and entrepreneurial work environment and believe it’s what sets them apart from their competition. There’s paid time off, medical, dental, and vision coverage for you and your family, life insurance, a 401(k) plus match and bonus potential.

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.

Listing Type
Finance | Office | Operations
Position Type
Full Time
Experience Level
Entry Level | Mid Level
Employer Type
Direct Employer
Salary Type

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