Operations Officer

1031 Capital Solutions in Lake Oswego, OR

  • Type: Full Time
position filled
Ideal candidates for the Operations Officer position will have 3+ years of experience working with at least one of the following types of companies: Financial planning firm 1031 exchange accommodator Title or escrow company Operations Officer will be primarily responsible for three key company functions: 1) Maintaining the CRM database and administering all marketing and communications functions 2) Inputting and processing client investment applications and interfacing with the company's broker-dealer back office 3) Planning and scheduling seminars and CE presentations for the company's Managing Directors

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