What are the responsibilities and job description for the Operations Associate position at Jobot?
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!
Job details
Investments // Wealth Management // Great Company Culture // Apply Now!
This Jobot Job is hosted by Megan Bastian
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $60,000 - $120,000 per year
A Bit About Us
Wealth Management Company with 150 million AUM is looking to add an Operations Associate to their growing team. They are a relatively new firm so there are a TON of growth opportunities here. The ideal candidate will have a Series 65 License (not a requirement!), and at least 3 years of experience working in the financial industry on the operational side. This position is 100% on-site in Portland, OR.
For more information please contact megan.bastian@jobot.com
Why join us?
Benefits
Excellent Comprehensive Benefits
Competitive Salary
401k Match 3 %
Start up with tons of growth potential
Bonuses
Secured, FREE, Parking Garage
Beautiful office! Right on the water
Job Details
Requirements
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Investments // Wealth Management // Great Company Culture // Apply Now!
This Jobot Job is hosted by Megan Bastian
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $60,000 - $120,000 per year
A Bit About Us
Wealth Management Company with 150 million AUM is looking to add an Operations Associate to their growing team. They are a relatively new firm so there are a TON of growth opportunities here. The ideal candidate will have a Series 65 License (not a requirement!), and at least 3 years of experience working in the financial industry on the operational side. This position is 100% on-site in Portland, OR.
For more information please contact megan.bastian@jobot.com
Why join us?
Benefits
Excellent Comprehensive Benefits
Competitive Salary
401k Match 3 %
Start up with tons of growth potential
Bonuses
Secured, FREE, Parking Garage
Beautiful office! Right on the water
Job Details
Requirements
- 3 years of Operational experience working in the Financial industry (RIA, Wealth Management Group, etc.)
- Previous experience with pulling reports for SEC audits (knowing what to pull)
- Willing to work 100% on-site
- Series 65 (not required)
- Experience with Orion, Redtail, or Schwab Advisor Center
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $60,000 - $120,000
