Personalized Wealth Experience Specialist
4 days ago
- Documentation and Compliance: Prepare and maintain up-to-date client files, complete forms electronically, and ensure regulatory compliance.
- Black Diamond Support: Assist with system maintenance, data integrity, and report accuracy.
- Financial Planning: Collaborate with experts, keep organized records for prospects and clients, and support planning efforts.
Candidates must possess strong communication skills, task management abilities, and a team player mindset.
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Wealth Management Associate
2 weeks ago
Lake Oswego, Oregon, United States Farther Full timeJob OverviewWe are seeking a highly skilled and detail-oriented Wealth Management Associate to join our team at Farther. As a key member of our WealthFactor team, you will play a vital role in delivering exceptional client experiences and providing personalized wealth management solutions.Key Responsibilities:Documentation and Compliance: Prepare and...
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Investment Plan Specialist
3 days ago
Lake Oswego, Oregon, United States Aldrich Full timeCompany OverviewAldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA). As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both...
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Customer Experience Specialist
3 days ago
Lake Oswego, Oregon, United States Restore Hyperwellness Full timeJob DescriptionWe're looking for a talented Customer Experience Specialist to join our team at Restore Hyper Wellness. As a Customer Experience Specialist, you will be responsible for providing exceptional customer service and promoting our health and wellness services.Key Responsibilities:Assist customers with their wellness needs and provide personalized...
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Homebuyer Experience Specialist
6 days ago
Lake Oswego, Oregon, United States Pacific Lifestyle Homes Inc Full timePacific Lifestyle Homes Inc. is a leading homebuilder in the Portland Metro area, dedicated to building better lives through quality homes and community development. As a Homebuyer Experience Specialist, you'll play a critical role in delivering exceptional customer experiences and successfully selling our new home communities.We're seeking a highly...
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Customer Experience Representative
3 days ago
Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full timeAre you passionate about delivering exceptional customer experiences and driving business growth? As a Sales Specialist at YogaSix - Lake Oswego, you'll have the opportunity to do just that.About UsWe're a rapidly expanding boutique yoga company committed to empowering our students to achieve their mind-body goals. Our team is dedicated to creating a...
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Customer Experience Representative
3 days ago
Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full timeAbout the Job:This full-time Sales Specialist position is ideal for someone with a passion for sales and customer service. As a key member of the YogaSix team, you will be responsible for driving sales growth and providing exceptional customer service.Responsibilities: Lead Generation, Membership Sales and Retention Work alongside GM to grow all revenue...
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Personal Injury Paralegal Specialist
2 weeks ago
Lake Oswego, Oregon, United States LHH Recruitment Solutions Full timeLHH Recruitment Solutions is seeking an experienced plaintiff's personal injury paralegal to join their team in Portland, Oregon. This is a fantastic opportunity for a skilled professional to take their career to the next level.Job OverviewThis role involves working with motor vehicle accident pre-litigation and litigation cases. The ideal candidate will...
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Lake Oswego, Oregon, United States Aldrich Full timeOverviewAldrich is a dynamic west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven organization committed to accountability, agility, collaboration, and respect.Compensation PackageThe estimated annual salary for this position is $135,000 - $165,000, depending on factors such as experience,...
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Customer Experience Associate
2 weeks ago
Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full timeRole OverviewWe're looking for a talented Sales Specialist to join our team at YogaSix - Lake Oswego. In this role, you will play a critical part in driving sales growth, enhancing customer satisfaction, and contributing to the overall success of our studio.Key Accountabilities:Generate new business opportunities and expand existing relationshipsDeliver...
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Talent Acquisition Specialist
7 days ago
Lake Oswego, Oregon, United States Randstad USA Careers Full timeAt Randstad USA Careers, we are seeking a highly motivated Talent Acquisition Specialist to join our team in Lake Oswego, OR.Salary: $65,000 - $80,000 per year, depending on experience.Job OverviewWe are a leading provider of talent solutions, and our success relies on the ability of our consultants to identify and acquire top talent for our clients. As a...
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Sales Specialist
4 days ago
Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full timeJob Title: Sales SpecialistAbout YogaSix - Lake OswegoWe are a rapidly growing boutique yoga company with a passion for empowering our students to achieve their mind-body goals. Our team is dedicated to providing a welcoming and inclusive environment where everyone can thrive.Compensation PackageThis hourly position comes with a competitive salary of $40,000...
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Senior Injury Claims Specialist
5 days ago
Lake Oswego, Oregon, United States LHH Recruitment Solutions Full timeJob Title: Senior Injury Claims SpecialistJob Description: We are seeking a skilled Senior Injury Claims Specialist to join our team at LHH Recruitment Solutions. As a key member of our plaintiff's personal injury paralegal team, you will be responsible for handling motor vehicle accident cases in Oregon. Your expertise will ensure seamless pre-litigation...
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Hospice Nurse
4 weeks ago
Lake Oswego, Oregon, United States Providence Full timeAbout the RoleAs a Hospice Nurse with Providence, you will be responsible for providing high-quality patient care in the West Portland Metro area. This position involves traveling to see patients and working collaboratively with other healthcare professionals to develop personalized care plans.Salary InformationThe estimated salary for this role is $60,000 -...
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Packaging and Inspection Specialist
1 week ago
Lake Oswego, Oregon, United States HQC Full timeHQC Incorporated specializes in plastic molding and value-added secondary services for the food, beverage, medical, personal care and packaging markets.We're seeking a skilled Packaging and Inspection Specialist to join our team. As a Packaging and Inspection Specialist, you will be responsible for ensuring that all products meet our high standards of...
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Mortgage Protection Specialist
4 weeks ago
Lake Oswego, Oregon, United States The Mank Agency Full timeJob Title: Mortgage Protection SpecialistAt The Mank Agency, we are seeking a highly motivated and self-driven individual to fill the role of Mortgage Protection Specialist. As an Insurance Agent/Agency Manager, you will have the opportunity to work with a proven sales system that generates qualified leads, eliminating the need for cold calling. This is a...
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Personal Injury Paralegal Expert
1 week ago
Lake Oswego, Oregon, United States LHH Recruitment Solutions Full timeJob Overview: LHH Recruitment Solutions is an equal opportunity employer seeking a highly skilled Personal Injury Paralegal Expert to join our team. The ideal candidate will have extensive experience in motor vehicle accident cases and be proficient in pre-litigation and litigation procedures.Responsibilities:Manage pre-litigation medical records and create...
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Hospitality Specialist
3 days ago
Lake Oswego, Oregon, United States Petite Provence Full timeAbout UsPetite Provence is a multi-unit restaurant group operating in the Portland area. With over 20 years of experience in the industry, we pride ourselves on providing exceptional dining experiences for our guests.We are currently seeking a talented Hospitality Specialist to join our team. As a key member of our staff, you will play a vital role in...
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Commercial Banking Specialist
2 weeks ago
Lake Oswego, Oregon, United States Northwest Bank Full timeJob Title: Commercial Banking SpecialistThe estimated salary for this role is $55,000 - $65,000 per year.About Northwest Bank:We are a leading bank in the region, dedicated to providing exceptional customer service and financial solutions to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their...
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Banking Specialist
2 weeks ago
Lake Oswego, Oregon, United States Northwest Bank Full timeJob DescriptionThe Customer Service Specialist's primary responsibility is to provide exceptional service and support to the Bank's commercial and consumer customers. This role may assist with the application process for treasury services products, such as ACH, RDC, MDC, Wire Transfers, Positive Pay (check and ACH), and Bill Pay.This position is part-time...
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Commercial Banking Specialist
3 days ago
Lake Oswego, Oregon, United States Northwest Bank Full timeAbout Northwest BankWe are a leading financial institution dedicated to providing exceptional service to our customers. Our mission is to deliver personalized banking solutions that meet the unique needs of our community.Job OverviewThe Commercial Banking Specialist will play a critical role in supporting our commercial and consumer customers with superior...