Wealth Management Specialist jobs in Lake Oswego, OR

The Company:  BPG Wealth Management is an award-winning financial services firm based in Clackamas, OR that offers its employees great benefits, competitive pay, and excellent team dynamics.

Qualifications:

Education/Experience – High school diploma (or equivalent) and 2-3 years of experience in a leadership role. Financial Services experience a plus but not required.

Competencies (The following competencies describe the knowledge, skills, abilities, and attributes that lead to a successful employee in this position) –

• Skilled communicator (via phone, email, and in-person)
• Organized, efficient, and enjoys creating processes and procedures
• Committed to team success
• Willingness to learn and grow
• Ability to work well under pressure
• Able to prioritize and efficiently manage multiple assignments
• Comfortable learning new software and applications to improve procedures
• Experience using office equipment, including printers and fax machines
• Proficient in Outlook, Word, Excel, Adobe, and data management platforms

In order to be successful in this role, you should possess strong organizational skills as well as leadership abilities. You should also be able to handle administrative tasks, such as record keeping, data entry, and filing.

Our goal is for this candidate to become our Office Manager in the next ~2 years. In this time, we’d like for them to receive training across all of our departments.

Responsibilities:

Manage front desk and general office

• Answer phone calls
• Greet clients and prepare welcome signs
• Prepare client welcome kits

Prepare for client meetings

• Create account summaries for annual reviews

Open accounts

• Process paperwork
• Manage account transfer process and account funding
• Communicate with advisors and client on account status on a weekly basis
• Update client website
• Manage and track initial client experience process

Client onboarding process

• Maintain CRM database and client segmenting & scheduling
• Maintain client communication/marketing database

Managing accounts ongoing

• Process withdrawals and contributions, update changes to client accounts
• Review client account servicing reports and communicate action items to responsible parties
• Update account tracking reports

Coordinating and organizing firm events

• Managing the schedule prior to and at each event (live or virtual)
• Facilitating communication for all events
• Organizing event logistics

Office Management (over next ~2 years)

• Support company operations by maintaining office systems and supervising staff
• Managing equipment/IT maintenance (liaise with IT support)
• Software updates/renewals
• Employee inductions – manage the onboarding of future employees
• Monitor inventory and order supplies
• New computer setup (as purchased)
• Employee vacation/sick day monitoring
• Advisor licensing – making new appointments and tracking all existing for renewals

You should apply if you:

• Enjoy learning
• Are professional but still enjoy a good laugh
• Want a long-term relationship with a company
• Enjoy working with a small team
• Don’t mind wearing many hats in a position

We understand that you end up spending as much or more time during your waking hours with your co-workers than you do with your family, which makes having a healthy, happy workplace incredibly important - and a top priority for us. We want you to be a part of a creative and collaborative culture that empowers its people, promotes teamwork, and values our clients. We recognize and reward excellence, innovation, and loyalty – and look for team members that want to grow with the business.

You should pass if you:

• Must be closely managed
• Are afraid of change – we are constantly evolving through new technology or new processes
• Are not in it for the long-term
• Do not want to do work that may seem “beneath you”. We are a small firm – we need help from time to time with what may seem like mundane tasks.

Compensation/Benefits:

Compensation - $60,000 - $65,000/year with benefits, including:

• Dental Insurance (90-day waiting period)
• Health Insurance (90-day waiting period)
• 401(k) (immediate eligibility and 4% match) and profit-sharing plan (1-year waiting period)
• Group Life and AD&D Insurance
• Group Short-Term and Long-Term Disability
• Paid vacation and sick time
• 36.5-hour work week: M-Th 8:30 – 5:00, F 8:30 – 4:00

This is not a remote position

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k) matching

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative experience: 1 year (Preferred)

Ability to Commute:

• Clackamas, OR 97015 (Preferred)

Ability to Relocate:

• Clackamas, OR 97015: Relocate before starting work (Preferred)

Work Location: In person