Operations Specialist - Bend, Oregon

Posted: 09/08/2021

ASI Wealth Management is looking for an operations specialist to join our growing team in the Bend office. This is a rare opportunity to join a successful investment advisory firm with over $1.4 billion in assets under advisement. We are looking for a team-oriented, client-focused, organized, and efficient individual with a positive, can-do attitude. This is an excellent opportunity to advance your knowledge in the investment industry and work with a fun, cohesive team. This is a full-time position, with excellent benefits. Compensation based on experience. 

KEY JOB FUNCTIONS include but not limited to:

  • Coordinate and execute client service requests
  • Client paperwork – existing client needs and new client account documents
  • Client account billing management
  • Interaction with account custodians
  • Maintain portfolio management data, including daily transactions, positions, reconciliations
  • Assist with maintaining/updating CRM (client/contact relationship management software)
  • Other general administrative duties include filing, scheduling, and handling mail
  • Work alongside a seasoned operations team with average experience of 24 years
REQUIRED Skills & Experience:
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Intermediate Excel skills
  • 2+ years working in investment management office setting
  • Proficient with portfolio management database
  • Enjoys working with professional team and interacting with clients
  • Independent worker
  • Strong communication skills
  • Proven Customer Service skills
(Please only apply if you have met all required skills and experience above - thank you.)

DESIRED Skills & Experience:
  • Bachelors degree in business/finance
  • Proficient in Tamarac software; Reporting, Trading, and/or CRM
  • Proficient in PortfolioCenter software

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