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Financial Services

Investment Operations Specialist — Onsite in Lake Oswego

Job in Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for: Boly:Welch
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm in Lake Oswego seeks an Investment Operations Specialist to support advisors with investment activities. The role requires strong financial services experience, particularly in trading or operations, and proficiency in Microsoft Office. The successful candidate will process transactions while ensuring regulatory compliance. This is a fully onsite position offering the chance to grow in a collaborative environment with a team committed to delivering excellent client service.
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