Robert Half Office Team Sr. Administrative Assistant in PORTLAND, Oregon

OfficeTeam is searching for a Brokerage Assistant to support 3 brokers at a downtown financial institution. In this position the candidate will be opening new accounts, maintaining records, preparing mailings, filing hardcopy and electronic documents, answering the phones, corresponding via email and obtaining approvals for FA communications. To be successful in this position, experience in word processing, excel, managing documents and records, general knowledge of the brokerage industry and securities regulations and basic knowledge of investment products is helpful. Essential Duties -Assist with clerical work such as filing, data entry and document management -Open new customer accounts -Update and maintain client accounts -Communicate effectively over the phone and via email to clients -Obtain approvals for FA(s) -Additional administrative support as necessary A Successful Candidate will have: -Excellent communication skills -Focused, hardworking and a fast learner -Comfortable learning new terminology -Experience within the financial industry To Apply:

  • Send your resume to

  • You must put in the subject, "Brokerage Assistant" Resumes must be included as text or attached as an Microsoft Word Document

OfficeTeam is the world's leader in professional staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect with thousands of hiring managers in North America every week to find your office support job opportunities. We evaluate all of our OfficeTeam temporaries' skills and match them with the needs of top employers in their area.

Apply for this job now or contact us today at 888.981.6731 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2017 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Req ID: 03600-0009353672

Functional Role: Secretary/Admin Asst - Executive

Country: USA

State: OR


Postal Code: 97204-3148

Compensation: $18.00 to $20.00 per hour

Requirements: Requirements: - 2+ years administrative experience - 1+ year within the brokerage or financial industry - Proficient within Microsoft Excel, Word and Outlook