Job Description
Position Overview:
VergePointe, LLP is seeking a highly organized and detail-oriented Office Manager / Registered Assistant to join our team in Lake Oswego, OR. This is an in-office role and is not remote or hybrid. This dual-role position combines administrative office management responsibilities with registered assistant duties supporting our wealth management operations. The ideal candidate will be proactive, professional, and capable of managing multiple priorities in a fast-paced environment.
Key Responsibilities:
Office Manager Duties:
- Oversee all office administrative functions to ensure smooth daily operations.
- Manage billing and collections processes accurately and timely.
- Handle phone and email communications with professionalism and efficiency.
- Organize and maintain client paperwork, including filing and tax return output for client records.
- Perform reception duties, greeting clients and visitors warmly.
- Maintain and organize the office workroom, supplies, and equipment.
Registered Assistant Duties:
- Assist the Wealth Operations Manager with daily tasks related to wealth management services.
- Support trade execution, account reconciliations, and billing processes.
- Communicate with clients regarding account updates, documentation, and inquiries.
- Provide operational support to wealth advisors, ensuring accuracy and compliance in all activities.
- Perform other related tasks to enhance client experience and operational efficiency.
Desired Soft Skills
· Problem-Solving: Ability to identify issues and implement effective solutions quickly.
· Adaptability: Comfortable working in a dynamic environment with shifting priorities.
· Team Collaboration: Strong interpersonal skills to work effectively with colleagues and clients.
· Proactive Mindset: Anticipates needs and takes initiative without waiting for direction.
· Attention to Detail: Ensures accuracy in all tasks, from paperwork to financial transactions.
Qualifications:
- Licensing: FINRA Series 65 or 66 required
- Previous experience in office administration and/or financial services preferred.
- Strong organizational skills with attention to detail and accuracy.
- Excellent communication skills—both written and verbal.
- Ability to manage multiple tasks and deadlines effectively.
- Proficiency in Microsoft Office Suite and familiarity with financial software systems (previous experience with Pershing or Schwab is a plus).
- Professional demeanor and commitment to client service excellence.
- Must be able to work in office from 8am to 5pm daily.
Benefits & Compensation:
- Salary range is $65,000 to $70,000 per year.
- Comprehensive benefits package including vacation, health, dental, vision and 401(k) and discretionary profit sharing.
- Opportunities for professional development and growth within the firm.
How to Apply
Interested candidates should submit their resume and cover letter via email to [email protected]. No agencies or recruiters please. No walk ins or in-person resume delivery.
Company Description Company Overview:
VergePointe, based in Lake Oswego, Oregon, is a multi-faceted financial services firm dedicated to helping successful entrepreneurs, real estate investors, and high-net-worth families manage their entire net worth. For over 30 years, VergePointe has provided comprehensive, customized advice through its three core areas:
· Family Office Services: Holistic wealth management, tax and estate planning and related services, and investment strategies tailored to individual and family goals.
· Private Equity: Investing in established private companies through buyouts, recapitalizations, and growth equity and mezzanine transactions as well as partnering with proven management teams.
· Real Estate: Focused on land development, single family and multifamily building projects in Clackamas, Washington, Yamhill and Clark counties.
Company Overview:\r\nVergePointe, based in Lake Oswego, Oregon, is a multi-faceted financial services firm dedicated to helping successful entrepreneurs, real estate investors, and high-net-worth families manage their entire net worth. For over 30 years, VergePointe has provided comprehensive, customized advice through its three core areas:\r\n· Family Office Services: Holistic wealth management, tax and estate planning and related services, and investment strategies tailored to individual and family goals.\r\n· Private Equity: Investing in established private companies through buyouts, recapitalizations, and growth equity and mezzanine transactions as well as partnering with proven management teams.\r\n· Real Estate: Focused on land development, single family and multifamily building projects in Clackamas, Washington, Yamhill and Clark counties.
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