Operations Support Specialist
Boly:Welch · Lake Oswego, OR · 4 days ago
Information Technology$70k–$80k/yrFull-time
About the role
Utilize your stellar organizational skills and strong technical prowess as our client’s next Operations Support Specialist!
Responsibilities
- Greet clients and guests
- Consult clients for template approval
- Aid clients with scheduling appointments and general technological inquiries
- Manage document and check/receipt filing and scanning
- Log and track checks and receipts
- Open new accounts for clients
- Perform general office maintenance
- Manage supplies and process mail
- Complete special projects as needed
Requirements
- 1+ years of experience 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
Qualifications
- Stellar organizational skills
- Strong technical prowess
- Commendable communication skills
- Independent self-starter with a strict eye for detail
- Resourceful and highly regarded 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
Pay
$70K-$80K
Schedule
On-site role at our client’s Lake Oswego location