If you are interested in joining a fast-paced and exciting company with HUGE growth potential, we are the place for you!!
Wealth Management Assistant/ Transaction Coordinator
Responsibilities:
- First and Foremost, MUST have previous experience processing Securities & Annuity business.
- Must be a team player
- Experience managing multiple calendars
- Scheduling and rescheduling appts
- Must have experience supporting C-Suite level executives
- This is NOT a Remote Position. Must be available to work at one of our locations
- Assist Financial Advisors with their Daily tasks in our Lake Oswego location
- Draft correspondences and other formal documents
- Greet and assist onsite guests
- Answer inbound telephone calls and handle basic requests
- Develop and implement organized filing systems
- Perform all other office tasks
- Review client paperwork
- Using Orion, Charles Schwab, Allianz, North American & F&G Institutional platforms
Qualifications:
- Securities License preferred, but not required
- Previous experience in Financial/ Insurance office administration or other related fields
- Ability to prioritize and multitask
- Excellent written and verbal communication skills
- Strong attention to detail
- Strong organizational skills
- Must have experience in processing Annuities and Securities business
- Must have the ability to use the basic functions of Excel and Microsoft Word
- A college degree is nice, but not required
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Experience:
- Annuity Processing: 2 years (Required)
- Executive administrative support: 2 years (Preferred)
- New Business Processing: 2 years (Required)
- Microsoft Outlook Calendar: 1 year (Preferred)
- securities: 2 years (Required)
Work Location: In person
