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favorite this post Receptionist (Lake Oswego, Oregon) hide this posting unhide

compensation: $36K-$38K
employment type: full-time

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Seeing Possibilities In People

At Boly:Welch, we know Portland's top organizations and the talent that makes our community special. For over 30 years, we've built relationships with a wide range of clients, from large companies to boutique and niche firms, to foster career opportunities for you. Because time after time, the magic happens at the intersection of an amazing job and a fabulous set of skills - a dream job nurtured by a Boly:Welch recruiter. Whether you are a newcomer to town, currently working, or ready for your next career step, our team can help you be your most competitive self. Whoever you are, we see you.


Job Number: 42102

Salary: $36K-$38K

Location: Lake Oswego, Oregon

Industry: Financial Services

What Matters Most:
  • 3 years of investment industry and/or professional office experience preferred
  • Proficiency in MS Office required; Experience with Redtail CRM and Docupace nice to have
  • Bachelor's degree or equivalent business experience required
Your New Role:

Are you keen to start a new role where there's enough variety in your workload to keep you motivated and challenged? We've got a brand new Receptionist opportunity with a savvy financial firm that's ripe for finance graduates or candidates with some professional office experience under their belt. A professional yet personable demeanor is key here as you'll be the first point of contact for most of this firm's clients. You'll answer calls and facilitate requests with a warm and enthusiastic attitude and also place calls to clients to schedule quarterly meetings with their appointed financial advisor. The financial advisors will rely on you to document and maintain notes from clients meeting within the Redtail CRM. Hoping to get your foot in the door of a well-known financial services group? Look no further!

Your New Organization:

This firm loves welcoming new employees to the industry and really believes in helping their clients understand their financial future. They have a supportive culture that encourages growth and learning through mentorship. They'll set you up with paid parking once you start here!

If this caught your attention and you want to be confidentially considered for this fantastic opportunity, apply directly and send us your updated resume through our Boly:Welch website. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

If you are a Boly:Welch candidate, please contact your recruiter directly to discuss this opportunity.

Visit to view all of our current job openings.

As a women-owned organization, Boly:Welch is committed to partnering with other state-certified minority and women business enterprises, emerging small businesses and fellow B Corporations to promote and meet the expectations of both our clients and candidates. These alliances are integral to our diversity commitment and designed to develop and nurture strong relationships within the community. As an equal opportunity employer, our process screens and refers candidates without regard to race, color, gender, national origin, sexual orientations, religion, age or disability unrelated to job performance.

  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 6753598578


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