Operations Associate
Are you stuck working the front desk of a doctor’s office? Are you providing exceptional customer service at an insurance agency but not appreciated by the brokers? Are you in a job that requires excellent customer service and attention to the details? Quit that job and come work for a fun, growing, and supportive organization.

Cutler Investment Group is a Registered Investment Advisory firm headquartered in
Jacksonville, Oregon. We serve thousands of retirement plan participants, individuals, and institutions throughout the US, from our offices in California, Oregon, Washington, and Alaska. Cutler is a fun, dynamic, and team-oriented environment that provides our valued clients with amazing professionals who have a commitment to the highest ethics, competencies, and unparalleled client service.

Key job tasks include:

• Provide exceptional, high energy, and ethical client service
• Work directly with the advisory team (those employees providing advice)
• Work directly with private wealth clients processing paperwork, facilitating money transfers, and communicating any concerns to their advisor
• Power of persuasion; make sure vendors and custodian banks process paperwork and company/client requests efficiently and with the minimal of client account interruption
• Perform administrative duties, including answering phone and running print production machines
• Assisting the operations manager with the proper execution of company policies and standards
• Working through custodian banks’ websites to facilitate downloads and client requests
• Miscellaneous office administrative tasks
• Some travel will be required

Skills necessary for this role:

• Attention to detail (client follow up, accuracy in information provided, and proactively reaching out to clients)
• Must be able to work independently
• Must be a team player
• Excellent verbal and written communication skills
• Strong analytical skills and good decision-making ability in order to evaluate situations and react appropriately
• Effective problem-solving skills and willingness to adapt to change
• Knowledge of investments preferred, but not required
• Positive and optimistic attitude
• Must be computer literate - must exhibit at least intermediate proficiency when working with Microsoft Office programs including Word, Excel, PowerPoint and Outlook
• Must have time management skills and be goal, task-oriented
• Quick to learn new computer skills

Requirements:

• College Degree preferred, but not required for those with the right experience
• Ability to obtain state registration (Series 65 license or equivalent state registration)

Cutler is looking for self-starting and motivated candidates, regardless of race or sexual orientation
Salary range $60k – 75k, with bonus and profit-sharing abilities
Cutler offers a safe harbor 401(k) and medical insurance amongst our standard benefits package

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Education:

• Bachelor's (Required)

Work Location: In person

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