Cascadia Wealth Advisors in Portland, Oregon seeks an Investment Operations Associate to execute trades across client portfolios and support a high-quality client experience onsite. You will manage onboarding, account maintenance, money movement, and routine maintenance while coordinating with Advisors and the client service team to keep activity accurate, timely, and aligned with client goals.
This full-time role offers growth in a collaborative, values-driven environment with opportunities for
#J-18808-LjbffrWealth Operations Associate: Trade & Client Services in portland at Unknown Company
This position is listed as full time and onsite.