Financial Operations Associate: Trade Support & Onboarding

Job Number: 32314

Salary: $75K – $100K DOE

Industry: Financial Services

Must Haves:

• 2+ years of administrative or operations experience, ideally within financial services
• Advanced knowledge of Microsoft Excel
• Bachelor’s degree in Finance or Business preferred

Your New Role:

Some people thrive in the middle of fast-moving environments where precision matters, details stack quickly, and reliability builds trust. This Financial Operations Associate role is built for that kind of person.

As Financial Operations Associate, you’ll play a key role in supporting the day-to-day operations of a high-performing investment management firm. You’ll execute trades across multiple platforms, support account onboarding and maintenance activities, and serve as an operational partner to portfolio managers and internal stakeholders across the business.

This role also collaborates closely with teams supporting sales and distribution, risk, compliance, and broader firm operations, making strong communication skills and follow-through especially important. You’ll help keep complex processes moving efficiently while ensuring a high level of accuracy and responsiveness throughout the client and operational experience.

Success here requires someone who is highly organized, proactive, and comfortable managing multiple priorities licants who enjoy problem-solving, take ownership naturally, and bring a hands-on, team-oriented approach will thrive in this environment. There is also meaningful opportunity for growth here, including the chance to expand into a larger operations role over time as you build knowledge of the business and industry.

This position is fully on-site in a beautiful downtown Portland office.

Your New Organization:

Join a global financial services firm with a small, collaborative team. Employees here enjoy a balance of clear expectations and the autonomy to take ownership of their work. The culture supports proactive problem-solvers who appreciate structure but also like contributing ideas and improving processes.

Benefits include medical, dental, and vision insurance; PTO; 401(k) plus match; professional development assistance; paid parking; and yearly bonuses!

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.

Interested in seeing more positions like this? .

Please Note

Boly:

Welch is a full-service recruiting and executive search agency representing a Boly:

Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.

We do not use AI to read resumes at Boly:

Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!

Local candidates are strongly encouraged to apply!

Click here to apply for this role. Please attach your resume as a PDF or Word doc.

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