April 11, 2019
Lake Oswego, Oregon
Job Type
Salary or Pay Details
$56K+ DOE


Boly:Welch is a recruiting, consulting and executive search firm that represents a wide variety of businesses and organizations in the Portland, Oregon area. Recruitment for this position is being led by Boly:Welch on behalf of one of their clients.

Financial Services


What Matters Most:
  • A minimum of 3 years of experience required
  • Proficiency in MS Office required, including advanced knowledge of MS Excel
  • Familiarity with trade operations and money movement platforms preferred
  • Bachelor’s degree required
  • Series 7 and Series 63 required
  • Ability to obtain insurance license
Your New Role:

Got your eyes on the future and planning your next career move? If you have some solid finance experience under your belt, a positive attitude, and a desire for continuous improvement, we’ll show you the way to a new opportunity that’s perfectly tailored to your needs. This wealth management firm is seeking an Operations Specialist to act as a liaison between clients, advisors, and the corporate office. A high level of detail and organization are must-haves to keep things on track and streamlined in this busy office. You’ll prep reports, account rebalances, and allocations for clients in advance of meetings, create life insurance illustrations, and track all submitted business for completion and next steps. This opportunity is sure to tap into your experience with technical and systems management and give you the chance to interact with clients on a regular basis. Ready to get started? All we need is your resume!


Your New Organization:

Although this is a small office, there’s just enough variety and flexibility in your role to make every day challenging. Work-life balance is a major focus here, and they’ll make sure you have enough time to fulfill both your professional and personal priorities, especially if you’re a parent. There are plenty of team building events and the company sponsors fun socials every so often to celebrate successes. You’ll get nothing but encouragement and support if you’re looking to further your education or add more certifications to your resume. Your skills and experience will be rewarded with competitive pay, generous PTO, healthcare coverage, and a 401(k) plus match.

How to Apply

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to

Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.


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