This role is designed to assist with specifications, ala-carte, electrical walks, product layouts, meeting presentations, special projects, and serve as a specialist in the area of software/technology and support for the multiple regions within the team.
We are seeking an upbeat, self-starter who is detail-oriented and has excellent phone etiquette.
This position is responsible for performing moderately complex duties associated with completing customer transactions, researching records, retrieving information, and providing general office assistance for the Deschutes County Clerk’s Office.
BOAs team up with financial advisors to help clients achieve their long-term financial goals. We’re proud to have more offices in the U.S. and Canada than any other investment firm, serving over seven million clients.
This position schedules and coordinates the implementation of all new products and features for our business customers, which includes order entry into multiple systems, working with sales, dispatch and other functional departments to ensure timely implementation of all services.
Assist customers and their practices by managing their business phone lines and scheduling requests through efficient, friendly, and professional administrative support services.
Position will be the primary receptionist and assistant for all departments at the branch.
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA’s).
This position requires the ability to provide excellent customer service with internal and external customers.
We foster a culture of hard work, cooperation and teamwork. Our office is currently hiring for an entry level full-time Receptionist.
