Back Office Assistant Job Vacancy in Interactive Wealth Advisors, Inc Portland, OR 97204 – Latest Jobs in Portland, OR 97204

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Company Name : Interactive Wealth Advisors, Inc
Location : Portland, OR 97204
Position : Back Office Assistant

Job Description : Rock Star Back Office Assistant (Remote from home, but must be available to work in our Portland, OR office occasionally when needed)The ideal candidate is a master juggler. The picture of poise under pressure. Incredibly organized and exceptional with details.WHO ARE WE (AND WHY YOU CARE)Interactive Wealth Advisor’s aim is to blow clients’ minds with first-class financial planning and investment services. We’ve assembled a crackerjack team of service-minded people determined to address the unique needs of each and every client—all while fostering a lively and compelling workplace in which you can grow personally and professionally.WHAT YOU’LL BE DOINGWe’re looking for an experienced back office assistant — someone with the poise, savvy and gumption to manage client relationships. Whether via phone, email or video, your job is to cultivate an atmosphere of openness, professionalism and reassurance for our clients, all while seeking opportunities to step up our client services or interactions.Multitasking will become your new favorite hobby as you juggle appointment schedules and confirmations, process client paperwork and support our financial advisers with efficiency and accuracy. If you excel in a fast-paced environment and can solve problems under pressure, this is the role for you.WHAT SKILLS MAKE YOU QUALIFIEDAt least four years of experience in a professional role, preferably in the Registered Investment Advisor or B/D financial services industry as an executive or client-services assistantAn upbeat and hospitable attitude, advanced communication skills and a desire to make each client (and coworker!) feel welcome and importantUnswerving attention to detail and commitment to producing superior workPoise and maturity, especially under pressureFamiliarity with industry-related computer programs and back-office systems like Schwab, Advyzon, CRMs, Money Guide Pro, Office 365Self-directed time management, multitasking capabilities and outstanding organizational skillsA college degree or equivalent work experienceCompletion of Series 65 licensing in first 90 daysWHAT WE OFFERWe are not your typical financial services firm. We’re focused on fostering a culture of mutual support and personal growth — and only accept nice people as clients. As long as your tasks are getting done, your work hours can be flexible and vacation days relatively frequent. If you’re looking for a long-term job with an excellent compensation and bonus package, exceptional benefits, industry-leading vacation policy and flexible schedule, we’d love to hear from you.Company benefits/perks9 paid Holidays, unlimited PTO after 90 days for vacation, sick, personal, volunteering, jury duty, etc.Insurance – 100% paid Medical, Dental, Vision, Short/Long-term Disability for employee, 50% paid for familyFlexible hoursRemote or our officeMatching 401k at 4%Education Reimbursement – personal or work-relatedPaid Sabbatical of 4 weeks after four yearsTechnology allowance of $500 per yearSpot bonuses for outstanding workJob Types: Full-time, possible Part-time for the right candidateSalary: $23.00 – $41.00 per hourSchedule: Day shiftMonday to FridaySupplemental Pay: Bonus payAbility to commute/relocate: Portland, OR 97204: Reliably commute to our office when needed or planning to relocate before starting work (Preferred)Education: Associate Degree or higher (Preferred)Experience: Administrative Assistant or Receptionist: 4 years (Preferred)Customer service: 4 years (Preferred)Work Location: Remote but must be available to work in our Portland, OR office occasionally when neededINTERESTED IN APPLYING?Submit your résumé and cover letter through this website, telling us why you are a back office rock star. Include your updated resume and contact information. Please do not communicate directly with our firm by phone or in writing; your inquires will not be answered. Job Type: Full-timePay: $23.00 – $41.00 per hourBenefits:401(k)401(k) matchingDental insuranceFlexible scheduleHealth insurancePaid time offProfessional development assistanceRetirement planTuition reimbursementVision insuranceSchedule:Monday to FridaySupplemental Pay:Bonus payEducation:High school or equivalent (Preferred)Experience:Customer service: 1 year (Preferred)Administrative Support: 4 years (Preferred)Financial Industry/Service: 1 year (Preferred)Work Location: One location

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