Financial Services Representative Job in Lake Oswego, OR

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POST DATE 9/12/2016
END DATE 10/24/2016

Ajilon Professional Staffing Lake Oswego, OR

Company
Ajilon Professional Staffing
Job Classification
Full Time
Company Ref #
23178923.16915805
AJE Ref #
576145618
Location
Lake Oswego, OR
Job Type
Regular
Required Licenses/Certifications
df-aj

JOB DESCRIPTION

APPLY
span Do you have Financial Services experience, or looking to gain knowledge of the industry? Are you a detail-oriented self-starter? Ajilon Professional Staffing is partnering with a Financial Services firm in Lake Oswego, OR to fill a Direct Hire Financial Services Representative position. This individual will support two Financial Planners with daily operations, including documentation, client file preparation, and customer service. This position will pay $33,000-$35,000 annually. br   br Financial Services Representative Job Description: br   br -Maintaining multiple email accounts and calendars and leading all scheduling logistics needs (including travel arrangements and complex schedule arrangements) br -You’re a record keeping ninja – from properly filing (electronically or otherwise) to ensuring the completeness of each document, you own the process (and help/coach others on it, too!) br -Compose and send all timely follow-up correspondence/activities to a wide range of internal and external contacts br -Constantly anticipating multi-faceted needs while simultaneously having an action plan with options at your fingertips (at the drop of a hat!) br -Demonstrating the highest level of integrity, good judgment, and discretion; exhibiting meticulous attention to detail in everything you do br -Working independently (and often autonomously) in a diverse, fast-paced work environment br   br Qualifications: br   br -1+ Years of prior executive assistant role experience br -Bachelor's Degree in Business Administration or similar br -Stellar interpersonal, communication, and organizational and presentation skills br -Advanced proficiency in Microsoft Office Software (Word, Excel, PowerPoint, Outlook, Access), answering multi-line telephones and calendar/travel logistics br -You consistently demonstrate an eagerness to work in an ambiguous environment, appreciating that change is the only daily constant   br   br If you are interested in applying for this Financial Services Representative job in Lake Oswego, OR, or other positions in the area then please click “apply” below and/or visit our website at www.ajilon.com. You can also email your resume directly Domonique.Gratteri@ajilon.com. br   br   br /span