More jobs:
Operations Support Specialist, Business
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-22
Listing for:
Boly:Welch
Full Time
position Listed on 2026-07-22
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
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.
- 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
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