- BMO Financial Group (Portland, OR)
- …/ Financial Service Industry experience. Preferably 2-3 years within Wealth Management , Family Office, RIA Firms with past operations or support knowledge.** ... investment performance data, communicates results to clients, pension consultants, and management . Verifies fund result accuracy, monitors trends, and reviews and… more
- US Bank (Gresham, OR)
- …authority and/or standard department guidelines, handles day-to-day daily contact between Private Wealth Banking customers and US Bank client calls and ... with us** US Bank is hiring for a service and support WM Specialist Assistant to support our Private Wealth Banking customers and US Bank. Working within delegated… more
- HUB International (Eugene, OR)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... the transition to HUB RPW's technology platform(s) for both client -facing and back-office processes, and function as an advocate...the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least… more
- Deloitte (Portland, OR)
- …is responsible for supporting Rewards, Recognition and Well-being (RRWB) in the management of Deloitte's US Wealth Accumulation program, consisting of 401(k) ... plans and cash balance defined benefit plans, with a focus on plan operations and compliance. Coordination with various internal and external stakeholder groups is… more
- BMO Financial Group (Portland, OR)
- …of Operations Specialists that support the controls and oversight function of Wealth Management Operations - Private Bank. + Establish clear performance ... Operations Manager to lead a team of Operations Specialists within our Wealth Management...team. + Support the solution and implementation of addressing client concerns and escalations, as required. + Recommends and… more
- US Bank (Portland, OR)
- …Opening Specialist Team Lead is responsible for working with various areas within Wealth Management and Operations to successfully fulfill new account ... a subject matter expert and have a deep knowledge and understanding of Private Wealth Management products and the procedures related to new account opening and… more
- Kiewit (Portland, OR)
- …designs, performing and/or reviewing final design and deliverables, scheduling tasks to meet client needs, as well as mitigating risk to ensure smooth and safe ... construction operations . **District Overview** Kiewit Power Delivery is a full-service...markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence. On… more
- Kiewit (Portland, OR)
- …designs, performing and/or reviewing final design and deliverables, scheduling tasks to meet client needs, as well as mitigating risk to ensure smooth and safe ... construction operations . **District Overview** Kiewit Power Delivery is a full-service...markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence. On… more
- Umpqua Bank (Portland, OR)
- Trust Relationship Specialist Wealth Management Portland, Oregon **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... the computer system. + Attend and prepare for routine client meetings on team-managed accounts. + Assist Trust Relationship...to the rest of the company and its business operations . + Effective time management and organizational… more
- Kiewit (Portland, OR)
- …performing and/or reviewing structural calculations, developing plans, scheduling tasks to meet client needs, as well as mitigating risk to keep our construction ... power generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence. On our team, you'll… more